Wren Investment Office

CEO of Wren, overseeing strategy, business development and daily management as well as client relationships. He previously worked at Sandaire and Lord North Street multi-family offices.

Head of Client Relationships and Investment Committee member at Wren. He was previously an executive director at Sandaire and Lord North Street, and a CFA charterholder since 1999.

CIO and Investment Committee member at Wren, leading asset allocation, manager research and portfolio construction. Formerly senior portfolio manager at Sandaire and Lord North Street; CFA charterholder since 2010.

Director in the Client Relationship team at Wren. He previously spent over eight years as a senior associate at Stonehage Fleming and has been a CFA charterholder since 2018.

Associate Director in the Client Relationship team at Wren. She previously spent over ten years at Evelyn Partners, qualifying as a Chartered Accountant and Investment Manager.

Non-Executive Director of Wren with a 25-year investment banking career at Kleinwort Benson, Dillon Read and Baring Brothers. He was a founding partner of Hawkpoint Partners in 2000.

Senior client advisor at Wren, joining in 2017, advising client families and helping source new business. He previously worked at Merrill Lynch and Fleming Family & Partners, and now works part-time while managing his family estate.

Head of Operations at Wren, responsible for trading, client reporting and data reconciliation. He was previously Head of UK Investment Operations at Aon and a senior operations manager at Sandaire and Lord North Street.

Non-Executive Director of Wren and founding managing partner of MdF Family Partners. A lawyer and former Spanish Minister of Justice, he has held numerous public and academic positions.

Investment analyst at Wren, who graduated from the University of Bath in economics in 2020 and previously interned at Wellington Management.

Non-Executive Director of Wren and managing partner of MdF Family Partners, responsible for illiquid investments, private equity and real estate. She previously worked at ICG and Bank of Scotland.

Senior Advisor to Wren and CEO and managing partner of WE Family Offices. She previously served as chairman and CEO of JP Morgan Private Bank and CEO of GenSpring Family Offices.

Senior Advisor to Wren and a managing partner of WE Family Offices, overseeing its US business strategy. He was previously senior executive partner at GenSpring and global head of Wealth Solutions at JP Morgan Private Bank.

COO and Head of Compliance at Wren, responsible for operations, finance, risk and compliance. Previously spent ten years at Kleinwort Hambros in private banking and wealth management.

Analyst in the Investment team at Wren, who graduated from the University of Edinburgh in 2022. She previously worked at Gresham House Asset Management and Prosper Social Finance.

Private Equity Consultant at Wren with over 37 years in investment markets. He was a consultant to Lord North Street and Sandaire and previously ran a private equity fund manager investing in growth capital and buyouts.

Operations Associate at Wren supporting trading, client reporting and data reconciliation. He previously worked as a portfolio analyst at ISUL and at Valbury Capital.

Client Relationship Analyst who joined Wren after graduating from the University of Warwick in economics in 2024, with prior experience at Artemis Investment Management.

Client Reporting Associate at Wren. She was previously a front/middle officer at asset manager Beauclerc and has held accounting and reporting roles at various startups.

Senior Advisor at Wren with decades of wealth management experience. A former barrister and US attorney, he co-founded Lord North Street with Adam Wethered in 2000.