McInroy & Wood (MWL) offers discretionary investment management, primarily to individuals, families, trusts, and charities. MWL manages investments and handles administrative tasks, including custody oversight. They manage portfolios either through individual securities or pooled funds. MWL aims to preserve and grow clients’ capital and income over time, using active asset allocation and stock selection. They do not provide financial planning advice or manage assets on a non-discretionary basis.
Assets Under Management$2.5B
Clients1,110
AdvisorsN/A
Avg. per Client$2.2M
Avg. per AdvisorN/A
www.youtube.com/channel/uc5qnggkmhsbhh8hv1lsbj2g ·www.mcinroy-wood.co.uk ·www.linkedin.com/company/mcinroy-&-wood-ltd
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.7M | 1.20% |
| $2.7M+ | 1.20% |
The fee is 1.2% for segregated format and 1.24% for pooled format. For portfolios in excess of $2,666,000 (equivalent to £2million at 30/4/25), a concessionary rate is applied.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.