Family Wealth Investment Advisory | Investment Management

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Investment Management & Advisory

Our sophisticated investment framework draws on our team’s global expertise. We are a leading investment management firm with broad capabilities and experience investing across the full range of asset classes. We aim to add significant value for our clients in all areas of their investment activities.

Our Service

Key Facts

Learn about how we work with
→ Families
→ Endowments
→ Family Offices

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What We Believe

Defining the purpose of your wealth is the most important first step
Strategic asset allocation is the biggest determinant of long term portfolio returns
Markets are efficient in the long and short term, but not in the medium term where investor greed and fear create market dislocation
Adding value through active management is possible, but not all the time and not in all markets

How We Can Help

We offer discretionary and advisory investment management services
This can cover the full range or some of our services – from strategic advice, through to tactical asset allocation and manager selection

Protecting, Enhancing and Enjoying your Wealth

What we offer

Strategic Asset Allocation

We work with you to create a long term plan for your financial assets, taking consideration of other assets such as operating businesses or illiquid investments

Tactical Asset Allocation

We seek to identify medium term market dislocations, and take or scale back portfolio risk accordingly, to add value to client portfolios

Investment Manager Selection

Our investment analysts conduct hundreds of manager meetings a year, across all asset classes, performing detailed due diligence on those recommended for client portfolios

Investment Monitoring

Investment performances are reviewed weekly to identify any assets which deviate away from our performance expectations. We pay close attention to style drift and unexplained under- or out-performance

Implementation

Drawing together the combined work of our asset allocation and investment selection processes, our portfolio managers create portfolios tailored to each client’s specific needs

Performance Review

We provide clients with a comprehensive overview of their investment portfolios, with the ability to report performance at multiple portfolio levels as well as against the long term objectives

We also offer

Family Office Wealth Diagnostic Wealth Management

The real measure of success of a portfolio strategy is whether it meets the client’s goals. The relationships we build with our clients always come first.

Why Wren?

Institutional Quality Investment Team

At Wren we know that forging deep, lasting relationships is the basis for achieving success. We combine a highly bespoke relationship-based service akin to a private office with the breadth and depth of an institutional quality investment team. We have structured Wren with the philosophy of a partnership to be around for the long term in order to match the multi-generational requirements of our clients.

Investment Management Articles

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22.12.2018

Wealth Management & Investment Insights – December 2018

How markets have performed (to end November 2018) Following a summer of relative calm in the financial markets, October’s considerable volatility and equity market falls…

04.10.2018

Wealth Management & Investment Insights – October 2018

How markets have performed (to end September 2018) The summer months passed largely without incident in financial markets. The divergence between the US and the…

30.04.2018

Investment Management Beliefs Part Two: Markets

This article describes our investment beliefs, relating to markets, that constitute the basis upon which strategic and tactical decisions are taken by Wren and its…

Get in touch

If you want to know more about investment advisory services, get in touch now to talk to one of our expert wealth management professionals.

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Investment Management

Services