# Mcinroy & Wood

Mcinroy & Wood is a Bank / Wealth / Trust based in Haddington, East Lothian, United Kingdom.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Haddington, East Lothian, United Kingdom
- **Region:** Europe
- **Address:** Easter Alderston, Haddington, EH41 3SF, United Kingdom
- **Assets under management:** Undisclosed
- **Website:** www.mcinroy-wood.co.uk

## Regulatory record

- **CRD number:** 316199
- **SEC file number:** 801-122816
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316199

## About

Mcinroy & Wood is an SEC-registered investment adviser in Haddington, East Lothian, registered since 2021. The firm manages approximately $2.5 billion in regulatory assets. It has 75 employees and 22 investment advisers.

## Offices

- London, United Kingdom
- Harrogate, United Kingdom

## Questions

### Who owns 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.

### What investment strategies does Mcinroy & Wood offer?

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.

### What ethical framework does Mcinroy & Wood apply?

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.

### Where is Mcinroy & Wood located?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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