Charles White - Spear's Magazine

Charles White

McInroy & Wood

Charles White
Wealth Managers 2018
Company Size

Top Ten HNW Wealth Managers

Simplicity and stability are two key principles Charles White lives by in the investment world, and are what he says high-end clients want and need.

Often described as a ‘class act’, White’s philosophy is refreshingly straightforward: a combination of quality investments in cashgenerating companies, and ‘old-fashioned analysis of fundamentals’ in stockpicking: ‘We don’t use any fancy methodology for identifying companies that might, for a short period of time, be mispriced.’

The investment director believes the firm’s boutique offering is its strength, which leads to independence in advice. ‘Family control and employee ownership have preserved a consistency of approach, culture and quality,’ the firm says, ‘all crucial to the lasting relationships we seek to establish with clients.’

White was previously managing director of a specialist investment management subsidiary of NM Rothschild. He was involved in banking and mergers and acquisitions with ABN Amro and ING Barings, before joining McInroy & Wood in 2011.

McInroy & Wood’s independent offering has been attractive since its inception in 1986 to provide HNWs with ‘long-term financial security and peace of mind’. ‘

This is not a bolt-on business,’ says White – it occupies a niche where personal relationships are more important than ‘following fads or investment fashions’.