Wealth Management

Services

Enhance your wealth with

Intelligent Wealth Management

Our intelligent and focused approach to the management and planning of your wealth is designed to ensure that your assets are performing to the best of their abilities. We work with our clients to understand their goals and to produce clearly defined objectives which form the foundation of the strategic plan we design for you.

Our Service

Key Facts

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

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What We Believe

  • Families who sustain their wealth across multiple generations manage the wealth as they would a well-run company
  • In order to achieve enduring success, families should define a clear objective and purpose for their wealth, put in place appropriate professional management and set out a strategic plan on how to achieve those goals

How We Can Help

  • We aim to define a clear strategy to help you manage your family wealth with a distinct purpose
  • We provide the foundation for ongoing advice and family office support
  • We take day to day responsibility for the management of your wealth

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

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.

Get in touch

If you want to know more about how we can help, get in touch now to talk to one of our expert wealth management professionals.

Talk to our team