Wren Investment Office
Private investment office advising wealthy families and foundations on strategy, asset allocation and family office oversight
About Wren Investment Office
Wren Investment Office is a private investment office that provides strategic advice and support to wealthy families and foundations. Services include acting as a fully outsourced Chief Investment Officer, providing investment support to an existing family office infrastructure, and overseeing coordination across a family's network of professional advisers. Work covers strategic asset allocation, investment selection, sustainable and impact investing, private assets and consolidated reporting.
The firm serves a limited number of wealthy clients and states that its fees are fixed and based on the complexity and scale of the support required rather than on asset value. It is part of an international alliance of investment offices in North America and Spain, and has a team in London, Madrid and the US dedicated to private equity analysis and selection.
The company was founded in 2016 and is headquartered in London, United Kingdom. Awards include Private Investment Office of the Year at the Magic Circle Awards, 2024, and Industry Newcomer of the Year at the Magic Circle Awards, 2019.
Product: Outsourced chief investment officer service, investment support for existing family offices, and coordination of a family's professional advisers.
Jobs at Wren Investment Office
Leadership
- Michael Parsons · Chief Executive OfficerSource: company website
- Eirian Jones · Chief Investment OfficerSource: company website
- Philip Newbold · Chief Operating Officer & Head of ComplianceSource: company website
- Drew McNeil · Head of Client RelationshipsSource: company website
- James Dalton · Head of OperationsSource: company website
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