Director
HNW Wealth Managers
Wealth Managers
Greater London
Fund management
Investment management
Portfolio management
HNW
Investors
Financial Services
Wealth Management & Private Banking
Wealth adviser
Spear’s Review
McInroy & Wood investment manager Charles White, who is described as a ‘class act’ by one peer, is very focused on the preservation of capital and resisting ‘external pressures’ from shareholders. It’s a key benefit of being part of a boutique firm, he explains: ‘We’re not driven to grow for growth’s sake.’
The employee-owned family firm focuses on personal relationships, which are more important to clients than ‘following fads or investment fashions’. This sets them apart from the ‘general distrust with financial services’, White adds. ‘We’ve avoided being tainted by the same brush that larger, integrated institutions have often not been able to avoid.’
Above all, clients want simplicity, White explains, saying: ‘We invest in quality companies and focus on cash generation.’
Rank: Recommended
Recommended 2024, HNW Wealth Managers