Asset TV – DFM Masterclass
Our Head of Wealth Management, Roddy Buchanan, recently appeared on Asset TV for a Masterclass on discretionary fund management.
Watch the video here. 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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Our Head of Wealth Management, Roddy Buchanan, recently appeared on Asset TV for a Masterclass on discretionary fund management.
Watch the video here. Read more →Congratulations to WHIreland Bristol Investment Manager and Head of office Nick Lamb, and Chartered Financial Planner Tom Williams who recently took part in the Bristol to Bordeaux charity cycle challenge…
Read more →We were delighted to sponsor the recent performance of Un Ballo in Maschera at the recent Winslow Hall Opera. Our Milton Keynes investment team hosted both clients and local professionals…
Read more →Fixed Interest
Recent moves in the bond markets have been heavily influenced by speeches from central bankers. In the early part of the month, yield curves were continuing to flatten…
Read more →Japan
Japanese equities had a strong month with the Nikkei 225 breaking through 20,000 towards the end of the month at 20,033, rising 2.14% over the course of the month.…
Read more →Emerging Markets
Emerging market equities continue to be one of the best performing asset classes of 2017; June marking the seventh straight month of portfolio inflows to emerging markets –…
Read more →United States of America
The major US indices have recorded strong gains for the first half of 2017 and continue to trade within a few percentage points of record levels.…
Read more →Markets judder in June
As we enter the summer holiday season, despite relatively positive economic data and strong corporate earnings, both equity and fixed income markets took a notable step…
Read more →United Kingdom
The UK top 100 and all UK shares indices dropped 2.44% and 2.47% respectively over the period. Political uncertainty reigned as Theresa May eroded a seemingly unassailable majority…
Read more →We are delighted that Emily Looker and her Manx cycling team, won silver at this year’s Island Games in Gotland, Sweden.
WHIreland Wealth Management in the Isle of Man were…
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