Family Investments and Wealth Management

How we work with

Families

We look to help you define the purpose of your wealth and we then seek to design, implement and manage a long term investment plan bespoke to you. Together, we aim to develop your portfolio to protect and grow the future of your next generation’s financial security

Creating a personalised strategy from which we look to grow your assets and manage risk

Our Approach

Our Initial Work Involves:

Developing a list of strategic goals and objectives for ongoing review and monitoring
Understanding our clients financial needs and succession plans for children and grandchildren
Considering if wider estate planning is needed and making introductions where appropriate
Determining a suitable strategic asset allocation and portfolio construction to meet these objectives

Our Ongoing Role

Our Ongoing Support Provides:

Advice and implementation of tactical asset allocation decisions based on the views of our Investment Committee
The selection of managers for the assets over which we have discretion
Advice on the long term strategic asset allocation and an annual review to ensure it continues to meet its strategic objectives
Detailed reporting on the investment portfolios
Face to face meetings as and when required
Full transparency on costs. We only get paid by our clients
Negotiation of favourable fees with fund managers and suppliers through Wren’s global network

We also work with

Family Offices Endowments

Get in touch

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

Talk to our team