Your perfect piece, our mission
Wren Investment Office is a multi-family office in London, providing bespoke wealth management, investment management, and family office services to wealthy families, charities, and endowments. With offices in the UK, US, and Spain, we offer a global perspective with local capability.
Our Approach
At Wren Investment Office, we understand the complexities and responsibilities that come with family wealth. Our approach is designed to provide our clients with oversight, understanding, and control of their wealth. We strive to simplify complex investment issues and untangle unnecessary costs. We work closely with our clients to understand their purpose of wealth, values, and goals, and create personalized investment strategies that align with their objectives.
Our Services
We offer a range of services, including:
Wealth Management
Our innovative approach to wealth management is defined by the purpose of wealth. We work with our clients to create a tailored investment strategy that aligns with their values and objectives.
Family Office
We provide a multi-family office environment that supports the financial aspirations of multiple generations. Our services include family governance structures, supporting the next generation with educational programs and financial literacy, and enhancing communication channels.
Investment Management
We offer comprehensive investment advice, supported by an international investment resource. Our investment services include portfolio management, risk assessment, and investment monitoring.
How We Work
Our approach is structured into three distinct phases:
Phase One: Understanding the Whole Picture
We work with our clients to understand their current financial situation, including their assets, liabilities, and goals. We map out the current structure of their wealth, identifying potential areas for improvement and opportunities for growth.
Phase Two: Creating a Plan
We work with our clients to create a tailored investment plan that aligns with their values, goals, and objectives. This phase involves evaluating the fees being charged across different entities and the risk inherent within the existing investments.
Phase Three: Executing the Plan
If required, we take responsibility for implementing our recommendations, overseeing the wealth strategy and investments, and performing extensive due diligence on investment opportunities.
Our Role
As your outsourced family office, we work alongside you to ensure that you have the information and insight necessary to make informed and effective decisions about your wealth. We work with your network of providers to ensure all are working in concert with your objectives and values.
