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Category: Wealth Management News
Posted on 09 Sep 2016
Our view on Fixed Interest, Property, and Alternatives for August
Fixed Interest In the US, further solid employment data and a rise in inflation have increased expectations of an interest rates hike this year. In a similar fashion to the previous…
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Our view on Emerging Markets for August
US payroll figures for August showed a lower than expected 151,000 workers added to the employment market (180,000 est), lowering the probability for a September rate rise and fueling the…
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Our view on the US for August
The S&P 500 was mainly flat in August although it hit a new all-time high of 2,190 midway through the month. US consumer confidence rose to the highest level in nearly a…
Posted on 11 Aug 2016
WHIreland appoints new Group Head of Compliance and Risk
As part of a continuing programme of significant senior appointments at the company this year, WHIreland has announced the appointment of Marc Cane as Group Head of Compliance and Risk.…
Posted on 08 Aug 2016
WHIreland proud to be supporting Shuttlewood Clarke
We are proud to be the official sponsors of the Shuttlewood Clarke Foundation’s Car Show, Craft Fair and Family Fun day. Founded in 1989 by the late Mr David Clarke,…
Posted on 20 Jul 2016
by Christy Morrison Head of Wealth Planning
Inheritance Tax and the new Residential Nil Rate Band
Christy Morrison, Head of Wealth Planning, reviews Inheritance Tax and the new Residential Nil Rate Band. Inheritance Tax (IHT) is the tax levied on your estate when you die. An…
Posted on 19 Jul 2016
by David Edwards Head of Charity Services, Wealth Management
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…
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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…
Posted on 18 Jul 2016
by Luke Tribe Research Analyst, Private Client Research, Manchester
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…
Posted on 15 Jul 2016
by John Goodall Head of Private Client Research, Manchester
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…