Desde Septiembre de 2016, la alianza de MdF Family Offices y WE Family Offices se ha visto reforzada con el lanzamiento de la firma de asesoramiento independiente WREN Investment Office. Esta nueva entidad (que cuenta con MdF en su accionariado) tiene oficina en Londres y dará servicio a familias con altos patrimonios, ayudándoles a tratarlos y a gestionarlos como lo harían con un negocio.
La asociación y colaboración de estas tres firmas representa la primera alianza global de Family offices independientes.
Adam Wethered joined Wren in the summer of 2020 and is Chairman of Wren Investment Office, succeeding Christopher Kemball, who remains a non-executive Director.
Adam has had a forty-five-year career in law, banking, corporate finance and wealth management in London and New York.
Michael Parsons is Chief Executive Officer of Wren Investment Office and is responsible for overseeing the strategy, business development and day to day management of the firm. He also takes responsibility for a number of client relationships and providing clients with strategic advice.
Drew McNeil is Head of Client Relationships at Wren Investment Office. He works with clients to provide advice and oversight with responsibility for all aspects of client service and portfolio management. He is a member of the Investment Committee.
Habiendo trabajado en puestos de máxima responsabilidad a nivel internacional es uno de los profesionales de referencia en el sector de Wealth Management en Europa.
Eirian Jones is Chief Investment Officer at Wren Investment Office. Eirian is a member of the Investment Committee, leads the strategic and tactical asset allocation processes and is responsible for the manager research process and for portfolio construction.
Philip Newbold is Chief Operating Officer and Head of Compliance at Wren Investment Office. He has responsibility for all operational aspects of the firm, as well as for finance, risk and compliance.
