The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.

McInroy & Wood
McInroy & Wood, a UK-based investment manager, has appointed Wendy Ferguson (pictured) as chief executive officer, taking over from the current CEO Tim Wood in June 2025, subject to regulatory approval.

Wood will remain CEO of McInroy & Wood until June 2025. Thereafter he will remain committed to the business, assuming the position of non-executive deputy chairman of both McInroy & Wood and McInroy & Wood Portfolios, the firm said in a recent statement. He will remain on the investment committee and continue to serve as chair of the remuneration and nomination committee and as an ongoing member of the audit committee. As deputy chairman, Wood will devote more of his time to the long-term strategy of the firm, and support the executive team.

Ferguson, who has worked for McInroy & Wood since 2012, is currently deputy CEO and has served as the director of operations and IT since 2013. She was chosen as CEO-designate following a detailed selection process by the board, led by chairman David Cruickshank and Tim Wood.

Over the next year, Ferguson will work with Wood to ensure a seamless transition as part of the firm’s long-term succession planning strategy. She is the first non-family member to become CEO of the business.

“Wendy is ideally placed to lead McInroy & Wood in its next phase of growth. She has a deep understanding of the needs of our clients and a relentless attitude towards delivering excellent client service and value. I am confident that under her leadership, she will preserve the culture of what we have built at McInroy & Wood and lead the firm to new heights,” Wood said.

In the meantime, McInroy & Wood is actively searching for a new director of operations with the right mix of talent to succeed Ferguson in what it describes as a “critical role for the business.”

Established in 1986 by Alan McInroy and his step-son Victor Wood, McInroy & Wood is a family-controlled investment manager providing a highly personalised level of service to its clients and investors – including individuals, families, trusts and charities across the UK and overseas.

Hosking Partners
Hosking Partners, a boutique capital cycle investment manager with $5.5 billion of AuM, has appointed Gwin Myerberg as director, client service and business development.

Her hire reflects the organisation’s continuing efforts to strengthen its investment offering and market position, the firm said in a statement.

Myerberg will lead on relations with Hosking Partners’ existing and prospective client base, while working with the portfolio managers and partners to engage with new investors globally. She previously worked at Southeastern Asset Management, where she spent 16 years as a client portfolio manager and more recently as global head of client relations and communications. Myerberg’s experience of working in boutique asset managers also extends to investor relations roles at Thales Fund Management and Twinfields Capital Management respectively, 

“Her exceptional track record over the last 20 years speaks for itself. She brings expertise and experience that will quickly benefit all areas of the firm and our clients,” James Batting, senior partner, said. “Gwin’s arrival follows the promotion of Paul Larché to managing director and caps off the creation of a very strong executive team guiding Hosking Partners.”

Her hire also follows the recent promotion of Omar Malik to portfolio manager, demonstrating its desire to nuture talent and support the next generation of capital cycle investors, the firm said.

Hosking Partners LLP is a partner-owned investment management company based in London. Established in 2013, Hosking Partners offers a single diversified global equity strategy for institutional investors made up of over 350 individual holdings, powered by rigorous capital cycle analysis to deliver long-term outperformance for its clients.