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Our Services

As a multi-family office we provide a range of services to our clients, in line with their wealth management and investment goals. We look after charities, endowments and HNW families who entrust us to secure, oversee and grow their financial interests. We offer four core services:


				
									

																					
									
										Investment Management									
								
																												
									
										Family Office									
								
																												
									
										Wealth Diagnostic									
								
																												
									
										Wealth Management									
								
																		

											

												

					
												
What We Offer

													

								 
																											

																														
Professional Management

										

																						 
												
We achieve success and earn the continued trust of our clients by offering professional management across all of our services.

																																

									

																	 
																												
																		

																														
Strategic Advice

										

																						 
												
With a full understanding of our clients’ wealth needs, we are able to give the best strategic advice proactively and reliably.

																																

									

																	 
																												
																		

																														
Global Expertise

										

																						 
												
Our team's global expertise can be called upon to assist any of our clients thanks to our sophisticated investment framework.

																																

									

																	 
																											

																														
Enduring Success

										

																						 
												
Through our work as an investment resource, we help our clients achieve enduring success and maintain generational wealth.

																																

									

																	 
																												
																		

																														
Consolidated Reporting

										

																						 
												
We want to make liaising with our clients as simple as possible and we do this with comprehensive, consolidated reporting for financial and non assets.

																																

									

																	 
																												
																		

																														
Expertise Sourcing

										

																						 
												
Our bespoke and tailored services include expertise sourcing to gather the relevant knowledge to effectively manage our clients’ wealth.

																																

									

																										
															

															

																	
									

										

					
Protect, Enhance & Enjoy Your Wealth

									


									
									
			


										
			 
								

					

						

							
															
Key facts

														
Our Services
																								

										
How we can work with you



→ Families


→ Endowments


→ Family Offices

									

																																							
										Enquire Now
									
																					

						

							


What We Believe


    

  • Families who are able to sustain their wealth across multiple generations do so by managing their wealth like a well-run company.
    
Defining your purpose of wealth is the first and most important step.
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How We Can Help


    

  • We help you achieve enduring success by working with you as your outsourced investment resource.
    
Through in-depth analysis and assessment of your wealth and assets, we create bespoke advice and strategies for your wealth.
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We provide clarity, a clear understanding and expertise to ensure you achieve your purpose of wealth

									


									
									
			


										
			 
				

					

						

																						
Why Wren

														
Institutional Quality Investment Team
							
At Wren, our structure is built on the philosophy of a partnership that endures for a long time to match the multi-generational requirements of our clients. We combine a highly bespoke, relationship-based set of services, akin to a private office, to forge strong, lasting relationships with our clients. With the breadth and depth of our institutional quality investment team, we have the skills needed to achieve success for our clients.

													

					

				

																				
									

										

					
Get In Touch

											 
							
If you want to find out more about our services and how we can work with you, get in touch now and speak to one of our expert wealth management professionals.

																			
									Talk to our team
								
															


									
									
			


							
														

									

						
Our Unique Approach

						

					

												
														

					    

					        
					    

					    

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