Mcinroy & Wood

The firm is privately owned by family members and employees. It has no outside shareholders, a structure it says provides the freedom to focus on long-term client interests rather than meeting external growth or profit targets.

It offers four pooled funds — the Balanced Fund, Income Fund, Smaller Companies Fund, and Emerging Markets Fund — alongside direct globally invested portfolios for individuals, families, professional advisers, US clients, and charities. Every strategy is managed according to the firm's ethical principles.

Yes. The firm's own website lists US clients as a distinct client category, indicating it maintains services and likely regulatory permissions to manage assets for US persons.

The firm states that all its investments are managed according to its ethical principles. It does not publish a detailed exclusion list or a standalone ESG policy on the public pages reviewed, but the ethical overlay is presented as integral to its investment process rather than a bolt-on screen.

The firm's registered office and primary location is Easter Alderston in Haddington, East Lothian, Scotland. It also has offices on Queen Anne Street in London and at Windsor House in Harrogate, North Yorkshire.