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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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 Featured In Spear’s 2019 Wealth Management Indices
Wealth management and luxury lifestyle media brand, Spear’s, has updated its annual Indices covering the “very best professional services to the high net worth audience”.…
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Wealth Management & Investment Insights – July 2019
How markets have performed (to end June 2019) The second quarter continued the upward trend of markets set by the exceptionally strong start to 2019,…
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