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Category: Wealth Management News
Posted on 26 Feb 2019
by Phil Sidebottom Chartered Independent Wealth Planner
Have a (financial) plan…
Traditionally, the focus when constructing an investment portfolio has been on asset allocation and risk tolerance. However, people have often not given sufficient consideration as to ‘why’ they are investing.…
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Tax planning reminder
Don’t leave tax planning to the last minute this tax year. The tax year ends on 5 April 2019, so now is the time to make sure you’ve maximised all…
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Work experience: an introduction to financial services at WHIreland
We are delighted to offer a number of one day work experience opportunities for candidates aged between 16-22 at our London head office. We will be offering two dates for…
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by John Goodall Head of Private Client Research, Manchester
From Quantitative Easing to Quantitative Tightening
Readers will doubtless be familiar with the concept of Quantitative Easing (QE). It involved the creation of digital money by central banks to buy financial assets, primarily, but not exclusively,…
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by Luke Tribe Research Analyst, Private Client Research, Manchester
Sector Review: Retail – fast fashion slowing up?
In the wake of tough trading conditions for traditional clothing retailers such as Next, M&S and Debenhams, investors have placed high expectations on the success of their internet based counterparts.…
Posted on 18 Jan 2019
WHIreland named in the 2018 thewealthnet’s Top Financial Planning Companies
The 2018 thewealthnet’s Top Financial Planning Companies recognises organisations that provide a high level of financial planning services to clients, and we are delighted that our team’s professionalism and commitment…
Posted on 14 Dec 2018
Stephen Ford to join WHIreland as Head of Wealth Management
WHIreland is pleased to announce that it has appointed Stephen Ford as the head of its Wealth Management division. Stephen will join WHIreland during February 2019, and his exact start…
Posted on 21 Nov 2018
by John Goodall Head of Private Client Research, Manchester
Economic Update
John Goodall, our Head of Private Client Research, presents our overviews for the UK, Europe, USA, Japan, Far East, and Emerging markets. UK GDP growth rebounded in the second quarter…
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by Luke Tribe Research Analyst, Private Client Research, Manchester
Coffee: Hot Property?
Despite the continuous drip feed of poor retail sales data, convenience food and drink sales appear to be bucking the trend in UK. Some of the biggest deals done in…
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by John Goodall Head of Private Client Research, Manchester
Interest Rates
The primary goal of the Bank of England is to maintain monetary and financial stability. In the UK, interest rates are set by the Monetary Policy Committee (MPC), a division…