Our expert team of investment managers have an in depth experience of the financial markets combined with a strong focus on providing a friendly, straightforward and client focused service.
We are happy to meet with you at one of our regional offices, or at a location that suits you.
Head of Wealth Management
+44 (0)20 7220 1666
In a career spanning 30 years, Roddy has fulfilled a variety of senior roles focussed exclusively within private wealth management. Roddy began his career in 1983 with Capel-Cure Myers, ultimately becoming head of Private Clients. After a short spell at SG Investment Management as Deputy Managing Director, Roddy joined Ansbacher & Co Limited in 2003 as Head of Wealth Management. After seven years, Roddy left Ansbacher to establish a new investment management service for Weatherbys Private Bank, before joining WHIreland in 2013 as Deputy Head of Private Clients and becoming Head of Private Wealth Management in 2016.
Deputy Head of Wealth Management
+44 (0)20 7220 1666
Rupert has a broad range of experience within the wealth management industry, with roles in senior management, consulting and managing investment portfolios. He began his career in 1983 with Grieveson Grant and has worked within the industry for firms including: Rathbone Investment Management, Merrill Lynch International Bank where he became Head of UK Private Clients and Deutsche Bank where he was a member of their UK Wealth Management Executive Committee.
After two years as a consultant, Rupert joined WHIreland in 2016 as Deputy Head of Wealth Management.
Investment Manager, Head of Office, Poole
+44 (0)1202 974083
Craig is a Chartered Fellow of the Chartered Institute for Securities and Investments and joined WHIreland in 2012 as Investment Manager and Head of the Poole office.
Originally from South Yorkshire, Craig began his career with Charles Stanley in London sixteen years ago before relocating to Dorset in 2010.
Craig and the team in Poole manage discretionary and advisory funds on behalf of a number of high net worth individuals, families, trusts and charities throughout the region and across the UK and overseas, together with private client discretionary portfolios on behalf of professional intermediaries.
Investment Manager, Head of Investments - International, Isle of Man
+44 (0)1624 602026
David is a Chartered Fellow of the Chartered Institute for Securities and Investment, and a Chartered Wealth Manager. He joined WHIreland (IOM) Limited as Director in 2013. David is a key member of the Group’s Asset Allocation Committee and is responsible for the management of institutional and private client assets.
After attending Ballakermeen High School in Douglas, David studied and attained a BA (Hons) in Business Enterprise from the University of Central Lancashire. He began his career as a Graduate Trainee with The Royal Bank of Canada Global Private Banking based in the Isle of Man and, in 1996, moved to Jersey to specialise in Portfolio Management, becoming a Portfolio Manager in 1997.
In 1999, David moved to Standard Bank as a Senior Portfolio Manager. In 2002 he was seconded to Standard Private Bank in Johannesburg, South Africa, where he remained until 2006 upon joining the Asset Management Division of Close Brothers Group plc. David is a well-known face within local and international professional intermediary circles and, in 2008, relocated to Barbados to establish Close Brothers’ presence there, with a core focus on institutional asset management.
Investment Manager, Head of Office, Bristol
+44 (0)117 945 3442
Nick is a Fellow of the Chartered Institute for Securities and Investments, and a Chartered Wealth Manager. Nick is a Senior Investment Manager at the Bristol branch and is responsible for managing discretionary funds.
Nick began his career at Lloyds Bank Stockbrokers in 1997 before moving to WHIreland in 1999. In that time he has been responsible for managing a range of different clients including institutional, trusts, charities and private individuals.
Investment Manager, Head of Office, Milton Keynes
+44 (0)1908 774 252
Paul is a Chartered Fellow of the Chartered Institute for Securities and Investments, and holds the Securities and Investments Institute Diploma. He joined WHIreland in 2014 as Investment Manager, heading up the Milton Keynes office and is responsible for discretionary investment portfolios for private clients.
After graduating from Warwick University in 1993 with a degree in Computer Science, Paul spent five years with Oracle Corporation as a Computer Technician, and eventually became Account Manager in the Telecommunications and Media sectors.
In 1999, a change in direction lead Paul to become a Private Client stockbroker, joining Charles Stanley & Co., where he remained until 2014, taking over as manager of the branch in 2012.
Investment Manager and Head of Wealth Management, Manchester
+44 (0)161 819 8799
Robert is a Chartered Fellow of the Chartered Institute for Securities and Investment, and a Chartered Wealth Manager. He joined WHIreland in 2014 as Head of Wealth Management at the Manchester office.
Robert has over 30 years’ experience advising a number of high net worth individuals and families, trusts and charities across the UK. As well as being Chairman of the North West Regional Advisory Group of the London Stock Exchange, Robert chairs the Board of Trustees of the Wood Street Mission, the Manchester children’s charity. He has previously chaired Pro Manchester, the corporate membership organisation representing the financial and professional service community in and around Greater Manchester.
Investment Manager, Head of Office, Cardiff
+44 (0)2920 720703
Terry is a Fellow of the Chartered Institute for Securities and Investments and is a Chartered Wealth Manager, holding the PCIAM, IMC and FPC qualifications. Terry joined WHIreland in 2003, after WHIreland took over the running of the Cardiff office from Carr Sheppards Crosthwaite. He is an Investment Manager and head of the Cardiff office, actively managing investment portfolios on behalf of private clients, trusts, and charities and has worked in the investment industry since 1989.
Head of Private Client Research, Manchester
+44 (0)161 832 2174
John is a Chartered Member of the Chartered Institute for Securities and Investment, and holds the CISI Diploma. He is also a CFA Charterholder. John is the head of Private Client Research.
John read Classics at Durham University, and attained a Master’s Degree in Business and Management from the University of Strathclyde. He began his career trading for Spreadex, before moving to Tilney in 2005 to work in investment management. John joined the Private Client Research team at WHIreland in 2007.
Research Analyst, Private Client Research, Manchester
+44 (0)161 832 2174
Luke is an Affiliate of the Chartered Institute for Securities, and is a member of the CFA UK. He holds the IMC and has attained a degree in Financial Economics from the University of Leicester.
Luke joined WHIreland in 2010, having previously advised institutional investors within the alternative asset industry. Luke now provides investment research to the Wealth Management Division and helps coordinate WHIreland’s investment process.