McInroy & Wood


HNW Wealth Managers


Greater London

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Charles White

Spear's Review

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 a boutique, he explains: ‘We’re not driven to grow for growth’s sake.’ 

The employee-owned family firm, McInroy & Wood, 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’, he 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 2023, HNW Wealth Managers

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