Business Details
6 Years
experience
Trusted Wealth Management Solutions
Wren Investment Office has been serving wealthy families and foundations for over four decades, offering strategic investment advice and comprehensive support. Our approach combines deep institutional expertise with personalized service, tailored to meet the unique requirements of each client. We function as a fully outsourced Chief Investment Officer, provide investment support to existing family office infrastructures, and coordinate across networks of professional advisers. Our philosophy is rooted in treating family offices and foundations as well-run businesses, ensuring robust internal management while maintaining agility to adapt to external changes. We focus on understanding, organizing, protecting, and maximizing the impact of our clients' assets and investments.Our team's extensive experience, drawn from leading global institutions, enables us to deliver innovative solutions and risk-managed performance. We maintain independence through fixed-fee structures, eliminating conflicts inherent in asset-based models. Our global perspective, supported by alliances in North America and Spain, ensures clients receive both local capability and international insight. We prioritize transparency, ethical standards, and long-term client satisfaction, evidenced by our recognition as Private Investment Office of the Year in 2024. Our commitment to excellence has established us as a trusted partner for some of the most discerning clients in wealth management.
Services
Strategic Asset Allocation
Private Equity Advisory
Sustainable Investing
Consolidated Reporting
Family Office Services
Investment Policy Design
Portfolio Management
Wealth Structuring
Impact Investing
Client Relationship Oversight
Details
- Year established: 2020
Highlights and features
- We offer 40+ years of institutional investment expertise from global institutions like JP Morgan.
- Our fixed-fee structure eliminates conflicts inherent in asset-based models.
- We provide global perspective through alliances in London, Madrid, and New York.
- Our team includes CFA charterholders and former executives from leading family offices.
- We maintain independence with no sales agenda or retrocessions.
Associations and certifications
- Financial Conduct Authority
What people say
Second to none in their field
Personal care and understanding
Risk-managed performance record
Innovative solutions
Trusted advisors
Services
Strategic Asset Allocation
We develop customized asset allocation frameworks aligned with clients' wealth purposes. Our approach combines long-term growth objectives with risk management principles, utilizing both liquid and illiquid assets. The service includes regular portfolio reviews and tactical adjustments to respond to market changes while maintaining strategic discipline.
Private Equity Advisory
Our team provides expert guidance on private equity programs, including manager selection and direct investment opportunities. We offer analysis of venture capital, buyouts, and growth equity strategies across global markets. The service includes ongoing monitoring and reporting to ensure alignment with clients' overall investment objectives.
Sustainable Investing
We help clients incorporate environmental, social, and governance factors into their investment portfolios. Our service includes developing impact investment policies and creating bespoke ESG strategies that align with clients' values while maintaining financial objectives through rigorous manager selection processes.
Family Office Services
We provide comprehensive support for multi-generational wealth management, including investment oversight and coordination of professional advisers. Our service addresses complex wealth structures through tailored solutions that balance preservation, growth, and legacy objectives for high-net-worth families.
Consolidated Reporting
Using advanced technology platforms, we deliver comprehensive reporting that integrates all asset classes and investment vehicles. The service provides real-time visibility into portfolio performance, risk exposure, and liquidity positions, enabling informed decision-making through customizable dashboards and detailed analytics.
People
Adam Wethered
Chairman
With 45 years in law, banking, and wealth management, Adam co-founded Lord North Street and Owl Private Office. He holds law degrees from Cambridge and previously served as CEO of JP Morgan Securities Europe.
Michael Parsons
Chief Executive Officer
Leading Wren's strategy and operations, Michael brings extensive multi-family office experience from Sandaire and Lord North Street. He graduated with a BA in Art History and previously worked at Dalton Strategic Partnership.
Drew McNeil
Head of Client Relationships
CFA charterholder with 25+ years in private banking and family office sectors. Drew previously held leadership roles at Sandaire and Schroders Private Bank, specializing in complex wealth structures for high-net-worth clients.
Eirian Jones
Chief Investment Officer
CFA charterholder and investment committee member with expertise in asset allocation. Eirian previously served as Senior Portfolio Manager at Sandaire and holds an engineering degree from Imperial College London.
Philip Newbold
Chief Operating Officer
With 20+ years in private banking and wealth management, Philip oversees operations and compliance. He previously held senior roles at Kleinwort Hambros and has a business and computer science background from Sheffield Hallam University.
Questions
What distinguishes Wren Investment Office from other wealth managers?
Our independence, fixed-fee structure, and global alliance network provide unique advantages. We have no sales agenda or asset-based fees, ensuring unbiased advice focused solely on client needs.
How do you approach sustainable and impact investing?
We develop customized Investment Policy Statements incorporating ESG factors. Our in-house tools assess managers' impact theses, and we offer both specialist and multi-asset approaches across liquid and illiquid markets.
What geographic regions do you cover?
We operate through a global alliance with offices in London, Madrid, and New York, providing local expertise with international perspective to serve clients across multiple jurisdictions.
How do you structure your fees?
Our fees are based on the complexity and scale of required support, not asset values. This fixed-fee model eliminates conflicts of interest and ensures transparent, predictable costs for clients.
What reporting tools do you provide?
We use Addepar for consolidated reporting, offering real-time portfolio visibility across all asset classes. Clients receive customizable dashboards, performance analytics, and detailed reporting tailored to their specific needs.
How do you select investment managers?
We evaluate managers based on clear philosophy, consistent process, and alignment of interests. Our selection criteria emphasize repeatable strategies delivered through robust operational frameworks with proven track records.
