Our view on the US for August 2017
US stocks closed out August with the main indices posting a fifth consecutive monthly gain. The NASDAQ moved into record territory thanks to a rally in biotechnology stocks. Elsewhere, the…
Read more →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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US stocks closed out August with the main indices posting a fifth consecutive monthly gain. The NASDAQ moved into record territory thanks to a rally in biotechnology stocks. Elsewhere, the…
Read more →There are two investment events I try to watch every year. One is the Berkshire Hathaway AGM headed by arguably two of the most successful investors of all time, Warren…
Read more →A special exhibition, supported by WHIreland International Wealth, exploring Manx Tholtans will open at the Manx Museum on 7 October 2017.
Tholtans, the Manx word for describing the ruins…
Read more →MiFID II (The second Markets in Financial Instruments Directive) is the EU legislation that regulates firms who provide services to clients linked to ‘financial instruments’ (shares, bonds, units in collective…
Read more →Despite being known for its defensive qualities, Utilities were the worst performing sector in the UK top 350 for the three months to the 30th of June.
The weighted return…
Read more →We have had feedback from some of our clients that they have unfortunately encountered issues logging into the new client portal and accessing their portfolio information.
If you are encountering…
Read more →United States of America
The US Federal Reserve raised interest rates again at its June meeting to a target range of 1.00% to 1.25%.
It also signalled plans to reduce…
Read more →Global equity markets have made limited progress over the quarter, although we have seen new highs in the major US and UK indices.
Gains have been helped by speculation with…
Read more →There is no one-size-fits all solution to saving for school and university fees for your children’s future and while you may be aware that these fees are substantial, you may…
Read more →We’ve moved to new offices
We are delighted to let you know that our Manchester team have moved offices. Our new offices can be found 5 minutes up the road…
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