Most new clients first encounter the firm following recommendations from existing clients or introductions from the small number of professional firms with whom we have long-standing relationships.

McInroy & Wood Limited acts for clients from varied backgrounds, circumstances and domiciles, including those resident in the US. Our clients range from legal and financial professionals, successful businessmen and women, to those with inherited wealth. In addition to individuals, the firm’s clients include the trustees and directors of family trusts and investment vehicles, as well as trustees of both private and national charities.

Following the introduction of the MW Funds and as a result of their consistent record and the publicity they have received, the firm has acquired broader recognition in the retail investment market. As a result, some people now choose to invest without establishing a discretionary management relationship.

Our article, the case for discretionary investment management, might be of help to those considering their investment needs.