News & Views

Category: Wealth Management News

Charity Trustees – how to monitor performance

David Edwards, Head of Charity Services, reviews the termination of the WM Charity Index. State Street’s recent decision to terminate its popular Charity Fund Monitor – or the WM Charity…

Change in Custodian

We are delighted to announce that we have entered into an operational outsourcing agreement with SEI Investments (Europe) Limited (SEI) for the provision of custody services to our clients. SEI…

Summer sales – is retail really a bargain?

It has been a poor three months for the retail sector with two high profile public committee hearings and receiverships in the headlines. This has been capitalised by poor trading…

Focus Charts

Divergence in individual stock performance has been a major theme in stock markets this year. This has become even more notable after the referendum. Not only has the internationally focused…

Craig Allison, Head of our Poole office, speaks to Citywire Wealth Manager in this weeks’ Pub Club series

Please follow this link to read the article.

Global Economic Overview – Q2 2016

United States of America Non-farm payrolls in June showed an impressive increase of 287,000 new jobs. However, this rebounded from just 11,000 in May, the lowest reading in six years. Taken…

WHIreland announces further senior appointments as Jayne Robertson promoted to Head of Operations of Wealth Management business

In a move to further strengthen key oversight and responsibility functions,  WHIreland is pleased to announce the promotion of  Jayne Robertson to Head of Operations of the Wealth Management business. …

Navigating the waters of Brexit

John Goodall from our Research Team considers the future following the outcome of the Brexit vote. Whilst newsflow has been dominated by the Brexit vote in which 52% voted to…

Head of Bristol office Nick Lamb takes part in Bristol to Bordeaux charity cycle

Best of luck to Investment Manager and Head of our Bristol office Nick Lamb who is taking part in the Bristol to Bordeaux charity cycle challenge for Bristol based special…

WHIreland announces two senior appointments as the Group continues to refocus its Wealth Management business

In a further move to refocus its wealth management business, WHIreland has announced the promotion of Roddy Buchanan to Head of the Wealth Management Division, reporting into CEO Richard Killingbeck…