Category: Wealth Management News

Posted on 09 Jun 2017 by WH Ireland Wealth Management

WHIreland Wealth Management announces their support of the Dorset Massed Ensembles Project with Bournemouth Symphony Orchestra and the Dorset Music Education Hub

We are delighted to announce our corporate sponsorship of the Dorset Massed Ensembles Project with Bournemouth Symphony Orchestra (BSO) and the Dorset Music Education Hub.

The Dorset Massed Ensembles Project…

Posted on 06 Jun 2017 by David Bushe Head of Investments - International

Seeking expert investment advice is now more relevant than ever, whatever the size of your wealth.

The volatile nature of world politics, coupled with the remaining undercurrents from the financial crash makes the business of wealth management a difficult science. Seeking expert investment advice is more…

Posted on 02 Jun 2017 by WH Ireland Wealth Management

WHIreland in the Isle of Man appoints David Bone as Head of Compliance

David Bone has been appointed as Head of Compliance for WHIreland’s international wealth management arm in the Isle of Man as the firm continues to build on its success as…

Posted on 23 May 2017 by WH Ireland Wealth Management

WHIreland Wealth Management secures a further prestigious award

We are delighted to have been named ‘Best Domestic Clients Team’ at the Wealth Adviser Awards 2017.

The prestigious title is recognition of the benefits of superior client service combined…

Posted on 02 May 2017 by WH Ireland Wealth Management

WHIreland Wealth Management sponsors Manx nurse in Island Games bid

WHIreland Wealth Management in the Isle of Man is supporting Manx cyclist Emily Looker in her bid to win a medal at this year’s Island Games in Gotland, Sweden.

Emily,…

Posted on 26 Apr 2017 by Luke Tribe Research Analyst, Private Client Research, Manchester

An introduction to Fama and French

No it is not a fashion brand. The work by Eugene Fama and Kenneth French is a method of describing stock market returns and identifying superior investment performance.

It seems…

Posted on 21 Apr 2017 by Christy Morrison Head of Wealth Planning

Five tips to mitigate inheritance tax liability

According to recent HMRC tax data the number of UK estates liable for inheritance tax (IHT) is forecast to rise by 15 per cent to around 30,000 this year.  Every…

Posted on 20 Apr 2017 by John Goodall Head of Private Client Research, Manchester

Global economic overview – Q1 2017

Key markets at a glance – 1 January 2017 to 31 March 2017

Posted on 20 Apr 2017 by John Goodall Head of Private Client Research, Manchester

Positive outlook for the markets throughout the first quarter

Over the first quarter we have seen fresh all-time highs for the UK top 100 companies. The US markets have led the charge, with the technology heavy NASDAQ 100 rising…

Posted on 19 Apr 2017 by WH Ireland Wealth Management

Enhancements to our service – new client portal

As of mid May our new secure online client portal will provide enhanced and flexible reporting options, a secure online document library and a messaging service. The new service will…