Liz Wild
Director at McInroy & Wood Ltd- Claim this Profile
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Bio
Alun Thomas
I wholeheartedly recommend Liz Wild for her sharp analytical skills and expert advice. It is always a pleasure to do business with her.
Alun Thomas
I wholeheartedly recommend Liz Wild for her sharp analytical skills and expert advice. It is always a pleasure to do business with her.
Alun Thomas
I wholeheartedly recommend Liz Wild for her sharp analytical skills and expert advice. It is always a pleasure to do business with her.
Alun Thomas
I wholeheartedly recommend Liz Wild for her sharp analytical skills and expert advice. It is always a pleasure to do business with her.
Credentials
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Chartered FSCI
The Chartered Institute for Securities & Investment (The CISI)Jan, 2018- Sep, 2024
Experience
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Director
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Mar 2022 - Present
As an Executive Director on the McInroy & Wood Ltd Board, I have various roles and regulatory responsibilities. This includes leading the firm's Net Zero strategy, contributing to Stewardship and Corporate Governance as well as the firm's long term strategic objectives.
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Investment Manager
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May 2016 - Present
McInroy & Wood offers a discretionary investment management service to individuals, families, trusts and charities. For private clients, we provide segregated portfolios that can be tailored to their needs including equity only mandates. Our service also includes the provision of pooled portfolios utilising, where appropriate, a unit trust structure to hold direct investments around the world. We offer a specialist AIM portfolio service for those clients looking to managing potential Inheritance Tax liabilities.The firm has always cherished its independence and regards the maintenance of strictly professional conduct, free from conflicts of interest, as crucial in safeguarding the interests of its clients.The firm has a worldwide investment ambit by virtue of the directors’ considerable experience of operating in an international context. Our clients reside across the UK, as well as a variety of overseas locations and as the firm is registered with the SEC we are able to look after clients with US connections. We can also manage investment for clients within more sophisticated structures including private OEICs, Unit Trusts and FICs. Show less
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Maunby Investment Management
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United Kingdom
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Investment Management
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1 - 100 Employee
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Investment Manager
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Aug 2013 - Apr 2016
One of a small team of Investment Managers, I lead the UK Mid/Small cap equity research in-house as well as covering AIM stocks whilst my colleagues cover Bonds and Collectives to provide access to International Equity markets and other specialist areas such as Private Equity and Infrastructure.I manage all our specialist Inheritance Tax Efficient AIM-only portfolios as well building my own client book.I have played an integral part in enhancing the in-house investment processes and also improving our business development initiatives. Show less
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Investment Analyst
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Sep 2012 - Apr 2016
Having joined the investment team as the new equity analyst my research remit ranges from high quality blue chip companies through mid/small cap stocks to the AIM market. Currently focused on UK listed stocks in time this is expected to broaden into International stocks drawing on my past experience.Proven track record with ability to generate new ideas as well as make sell recommendations with conviction.
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Border Asset Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Research Analyst
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Mar 2010 - Sep 2012
- Sole responsibility for research and analysis of the direct equities held on behalf of clients. During my time at the firm my stock selection consistently outperformed the FTSE 100 and contributed to the overall performance of portfolios fulfilling the objectives given to me. - Generated a range of focused investment ideas both UK and International within an appropriate risk level for the range of clients' portfolios. Proven ability to make solid buy and sell recommendation based on detailed research and analysis. - Mentored junior members introducing them to equity research and supporting their work in this area. - Key member of the Investment Team and wider Investment Committee for both Border Asset Management and the parent company Principal Investment Management (Part of the Sanlam Group). Contributed actively to in-house debate on macro economic issues as well as equity markets and specific stocks. Show less
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Research Analyst
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Feb 2003 - Sep 2006
- Joining the firm as a trainee I became an established member of the investment team through hard work and dedication. - Generated investment ideas and researched companies on worldwide basis including emerging markets. - Compiled detailed company analysis spreadsheets with consensus financial figures for our chosen universe of companies for monthly investment meetings. - Contributed to client portfolio management at internal review meetings. - Initiated and managed major re-design of firm’s website creating a more user-friendly and informative site for existing and potential clients. - Commenced structured review of companies held in portfolios on basis of Corporate Social Responsibility (CSR) to reflect the firm’s strong ethical principles. - Certificate of Investment Management obtained Oct 2003 Show less
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Fund Manager's Assistant
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Jul 2000 - Jan 2003
My role evolved with time as I successfully studied and passed relevant exams to expand my knowledge and skills. - Responsible for the smooth running of private client administration (total funds of £300million) for the Global Fund Manager whose approach was very much to delegate. - Facilitated regular reporting to clients and fulfilled special requests to time sensitive deadlines with great attention to detail and accuracy. - Managed transition of clients’ affairs from regulation under IMRO (Investment Management Regulatory Organisation) to FSA (Financial Services Authority); this included the collation and review of documentation provided to ensure compliance. - Produced comprehensive update of the PA (Personal Assistant) procedures manual utilized by all new PAs to ensure compliance with in-house procedures and FSA regulations. - Investment Administration Qualification (Institute of Securities) completed in 2002. Show less
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Staunton Beattie
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Australia
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Law Practice
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1 - 100 Employee
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Personal Assistant to Partner
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Jan 2000 - Apr 2000
Vacation work for small independent law firm during travels in South-East Asia and Australia. Assisted with conveyancing, drafting contracts, completed property searches and handled associated correspondence. Worked independently under guidance of partner in a time-pressured environment. Responsible for lodging legal documents such as divorce papers with relevant Registrars. Vacation work for small independent law firm during travels in South-East Asia and Australia. Assisted with conveyancing, drafting contracts, completed property searches and handled associated correspondence. Worked independently under guidance of partner in a time-pressured environment. Responsible for lodging legal documents such as divorce papers with relevant Registrars.
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Eversheds
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Latvia
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Legal Services
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International Information Co-ordinator
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Aug 1998 - Sep 1999
Position within the Central Management team of a leading UK law firm. Having started as the National Team Assistant, a diverse role, promoted in April 1999 to International Information Co-ordinator. This role involved managing the firm's international lawyer network database and providing other integral support functions to the International Business Development team. Position within the Central Management team of a leading UK law firm. Having started as the National Team Assistant, a diverse role, promoted in April 1999 to International Information Co-ordinator. This role involved managing the firm's international lawyer network database and providing other integral support functions to the International Business Development team.
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Education
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1995 - 1998
The University of Manchester
BSc, Biology -
1989 - 1995
Coleraine High School, Northern Ireland
A-levels, Biology, Chemistry & English Literature
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