Investment Director
London
Based in London, Hugo Swann has been part of McInroy & Wood since 2017. As a member of the Investment Policy Committee and Board of Directors, Hugo manages client portfolios and supports the firm’s decision-making processes.
Hugo started his career as a Chartered Accountant at PwC before moving to investment research at Credit Suisse, advising institutional fund managers. A CFA® charterholder and Economics graduate from Durham University, Hugo applies his extensive expertise to managing diverse client portfolios.
In his spare time, Hugo serves as treasurer of The Piscatorial Society, a fishing club in Wiltshire and Hampshire.
Date of joining: 2017
Education/qualifications: BA (Hons), ACA, CFA®
Easter Alderston
Haddington EH41 3SF
+44 (0)1620 825 867
Windsor House, Cornwall Road
Harrogate HG1 2PW
+44 (0)1423 222 200
34 Queen Anne Street
London W1G 8HE
+44 (0)20 3818 6580
Truly independent investment management
for individuals, families, trusts and charities.
McInroy & Wood Limited and McInroy & Wood Portfolios Limited are authorised and regulated by the Financial Conduct Authority. McInroy & Wood Limited is registered as an investment adviser with the US Securities and Exchange Commission.