Global Market Insights for May 2020
World markets summary:
May saw global equity markets put in another strong performance with the UK top 100 companies index returning 3.34%, the US S&P 500 Index 6.89% and the…
Read more →Update on result of General Meeting Conditional disposal of Wealth Management Business Proposed Cancellation of Admission to AIM General Update Board Changes.
On 22 September 2025, the Board of WHI proposed the sale of its wealth management business to Oberon Investments Limited, conditional on shareholders’ approval.
Following the extraordinary general meeting on 9 October 2025, shareholder approval for the transaction was not forthcoming. This decision means therefore that clients and staff (including your Investment Manager and colleagues) will not now be transferring to Oberon Investment Limited, as had been previously envisaged. Details of the decision can be found here.
WH Ireland is now exploring alternative options with regarding to future opportunities for the business. We will write to our clients in due course with an update on this.
It therefore firmly remains business as usual at WH Ireland; you remain a client of WH Ireland, where your investments continue to be managed as they always have under the existing custody arrangements by your current advisor.
Should you have any queries in the meantime, please speak to your Investment Manager who, as always, will be more than happy to assist you.
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World markets summary:
May saw global equity markets put in another strong performance with the UK top 100 companies index returning 3.34%, the US S&P 500 Index 6.89% and the…
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World markets summary:
The recovery in equity markets that began six weeks ago continued during April as the panic selling that so characterised March was replaced by optimism on news…
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World markets summary:
March saw equity markets close well off their lows, hit earlier in the month as investors adjusted to an economic landscape transformed by the spread of COVID-19…
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This time of year is the perfect time to think about the many tax allowances, exemptions, and reliefs that may be available to you before the end of the tax…
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Did you know we offer a specialist service designed to help mitigate Inheritance Tax (IHT)?
The service works by investing your portfolio in shares that qualify for Business Relief (BR),…
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World markets summary:
After a promising start to the year in early January, gains in equity markets turned to losses during February as realisation dawned that the Coronavirus, or Covid-19…
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After a promising start to the year in early January gains in equity markets were pared back on concerns that the Coronavirus, or Covid-19 as it is now known, would…
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World markets summary:
After a promising start that saw equity markets continue higher into January, gains were pared back on concerns that the Coronavirus would slow economic growth and…
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If you are looking to invest your assets a Discretionary Portfolio Manager can make life easier for you by removing the pressure of having to constantly monitor your portfolio, keep…
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