Wealth Management & Investment Insights – April 2020
Update from Wren on COVID-19 We hope that you and your families are remaining safe and healthy during these uncertain times and adapting to working…
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Protecting, Enhancing and Enjoying your Wealth
What we offer
Strategy, Structure & Governance
Helping you define the purpose of your wealth, understanding everyone’s roles within the family and creating a decision making framework to establish a long term strategy
Working with a family's trusted advisers
Ensuring all your family’s advisers have the information and insights necessary to make informed and effective decisions
Discretionary Investment Management
Taking day to day responsibility for the management of your family’s investment portfolios with discretion and making changes where appropriate
Advisory Investment Management
Advising you on the day to day management of your investment portfolios
Optimising the network of providers
Ensuring appropriate advisers are identified and sought to meet your family’s individual needs with an analysis of fees and any cost savings that could be achieved
Global Custodian
Reviewing all global custody providers in order to identify a provider that meets the specific need of each client or family
Consolidated Reporting
Offering sophisticated reporting software, with online capability, that allows you to see all your assets consolidated in one report
Reconciliation and Quality Control
Our experienced back office team double checks all entries posted by custodians, ensuring no errors and overcharging of fees
Client service
With an experienced team of relationship managers looking after a small number of clients we are able to deliver the highest levels of personal service to you
We believe that wealth is best managed with the same methodology as that applied to the management of a well-run company
Wealth Management Articles
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Wren Shortlisted For Private Investment Office of the Year
Citywealth has announced its shortlist for the 2020 Magic Circle Awards and Wren is very pleased to be nominated for Private Investment Office of the…
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Wealth Management & Investment Insights – October 2019
How markets have performed (to end September 2019) The third quarter as a whole was positive for most assets, however a series of economic, political…
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