We help our clients align their investments with the purpose of their wealth.
STRATEGIC ASSET ALLOCATION
We believe the most important starting point for the long-term management of wealth is to understand its purpose in human terms and how that translates into an investment strategy.
We spend time with clients to understand their overall objectives in both financial and non-financial terms. We encourage clients to think about how their assets could meet the purpose of their wealth to:
Protect
To meet expenditure
Grow
For the long term
Enjoy
Properties and other assets
INVESTMENT COMMITTEE
Investment strategy recommendations are guided by our investment committee.
As part of an international alliance of like-minded investment offices in North America and Spain we offer a global perspective and network while remaining focused on providing excellent, trusted advice and uniquely tailored services to a limited number of wealthy clients.
INVESTMENT SELECTION
When looking for investment solutions we seek strategies where there is a clear philosophy and process, which has been consistently applied over time, and which we believe will deliver a repeatable investment return. Alongside this we require a clear alignment of interest between the manager and investors. We look for managers where the strategy is conducted within an operational framework which is robust and fit for purpose.
“SOMIO’s personal and friendly approach, their professional and meticulous attention to detail and comprehensive knowledge of the vast subject of investments is highly appreciated by us. Wren certainly inspires confidence and trust in their clients.”
PRIVATE CLIENT
SUSTAINABLE & IMPACT INVESTMENT
We write Investment Policy Statements that set out a client’s approach to sustainable and impact investing.
We advise across the impact spectrum of capital, in liquid and illiquid assets, using both specialist and multi-asset managers. We have developed our own in-house impact and engagement assessment and reporting tools. This allows us to independently assess managers and their investments so that we are able to support and challenge their investment and impact theses when necessary.
PRIVATE ASSETS
We have substantial private equity expertise and resources.
We advise clients on building, monitoring and reporting on bespoke private equity programmes. We have a team based in London, Madrid and the US dedicated to the analysis and selection of private equity opportunities. We also have the knowledge and experience to help clients with direct private investments.