Wren Investment Office Limited

• Principal Place of Business

  84 Eccleston Square

  London

  SW1V 1PX

  UNITED KINGDOM

  Phone

  +442038765699

  Web

  http://www.wreninvestmentoffice.com

• Complaints Contact

  84 Eccleston Square

  London

  SW1V 1PX

  UNITED KINGDOM

  Phone

  +442038765699

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Stockbroking

  For Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Setup

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Jose Maria Michavila

  IRN JXM04397

  • Director of firm who is not a certification employee or a SMF manager (since 13 Mar 2025)
• Maria Elena Lagomasino

  IRN MEL01093

  • CF2 Non Executive Director (1 Mar 2019 to 8 Dec 2019)
• Maria Teresa Lacasa Urieta

  IRN MXL00821

  • Director of firm who is not a certification employee or a SMF manager (since 13 Mar 2025)
• Michael Reginald Parsons

  IRN MRP01141

  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 14. Managing investments
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF1 Chief Executive (since 9 Dec 2019)
  • CF1 Director (1 Mar 2019 to 8 Dec 2019)
  • CF3 Chief Executive (1 Mar 2019 to 8 Dec 2019)
  • CF30 Customer (1 Mar 2019 to 8 Dec 2019)
• Myron Michael Zeuner

  IRN MMZ01018

  • CF2 Non Executive Director (1 Mar 2019 to 8 Dec 2019)
• Philip David Newbold

  IRN PXN00124

  • [FCA CF] Client dealing (since 29 Apr 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 30 Jan 2023)
  • SMF16 Compliance Oversight (since 30 Jan 2023)
• Robert Sturdee Mason

  IRN RSM01074

  • [FCA CF] Client dealing (since 11 Aug 2023)
• Stephen Francis Doherty

  IRN SFD01021

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2023)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 16 Feb 2023)
  • SMF16 Compliance Oversight (9 Dec 2019 to 16 Feb 2023)
  • SMF3 Executive Director (9 Dec 2019 to 9 Feb 2021)
  • CF1 Director (1 Mar 2019 to 8 Dec 2019)
  • CF10 Compliance Oversight (1 Mar 2019 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (1 Mar 2019 to 8 Dec 2019)
  • CF30 Customer (1 Mar 2019 to 8 Dec 2019)

No changes recorded yet.