CRD: 316199
Mcinroy & Wood Limited
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-1986
- Office Locations
- 1
Office Locations
About Mcinroy & Wood Limited
Mcinroy & Wood is a family- and employee-owned independent investment manager focused on long-term, unconstrained direct global investing. It manages client wealth and offers diversified and specialist funds (Balanced, Income, Smaller Companies, and Emerging Markets), each run under stated ethical/responsible investing principles. The firm serves retail and institutional investors and custodians with Pershing.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Tim Andrew Urquhart Wood
Non-Executive Director
- CRD
- --
- Ownership
- 25% but less than 50%
Victor Norman Urquhart Wood
Director
- CRD
- --
- Ownership
- 25% but less than 50%
Crest insight
Crest vertex
- CRD
- #15827
- Ownership
- 26.9%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,459,279,472 | $2,195,785 |
| Non-Discretionary | $0 | -- |
| Total | $2,459,279,472 | $2,195,785 |
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Separately Managed Accounts
Total SMA Asset: $1,421,293,779
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $141,246,983 | 10.4% |
| Equity - Exchange | $198,289,034 | 14.6% |
| Sovereign Bonds | $251,256,653 | 18.5% |
| Cash | $377,564,051 | 27.8% |
| U.S. Government/Agency | $213,228,619 | 15.7% |
| Other | $176,558,730 | 13.0% |
| Total | $1,358,144,070 | 100.0% |