News & Views

Category: Wealth Management News

The Navigator: Quarter 3 update

Volatility returned to capital markets in October following comments from Jerome Powell, Chair of the Federal Reserve.  He suggested that interest rates are still far away from the neutral rate,…

Pensions Carry Forward – Use it or Lose it

Pension carry forward - Use it or Lose it Tighter restrictions in recent years have slashed the annual allowance an individual can pay into their pension while receiving tax relief…

WHIreland Wealth Management in Poole welcomes Rhys Gadsby to its investment team.

WHIreland Wealth Management in Poole welcomes Rhys Gadsby to its investment team. As part of WHIreland’s continuing efforts to support and help young people into employment, we are delighted to…

WHIreland continues to expand its Milton Keynes wealth management services and appoints Daniel Smith as Wealth Planner

WHIreland continues to expand its Milton Keynes wealth management services and appoints Daniel Smith as Wealth Planner WHIreland has appointed Daniel Smith as Wealth Planner to WHIreland’s Milton Keynes office…

WHIreland Wealth Management shortlisted for a further award with MoneyAge’s 2018 Awards ‘Celebrating excellence within the personal finance space’.

We are delighted to be shortlisted in the ‘Financial Adviser of the Year’ category at the 2018 MoneyAge Awards.  These awards celebrate excellence, professionalism and innovation in the hugely competitive…

Key leading indicators in the US

John Goodall, Head of Private Client Research “The US equity markets have continued to perform strongly with both the Standard & Poors 500 Index and the NASDAQ Composite Index close…

The navigator: Quarter 2 update 2018

John Goodall from our Research team reviews the second quarter of 2018. Developed equity markets rebounded in the second quarter, leaving the FTSE 100 broadly flat for the year to…

Global economic outlook: Quarter 2, 2018

John Goodall from our Research team presents our overviews for the UK, Europe, USA, Japan, Far East and Emerging Markets. United Kingdom The economy has experienced a modest bounce, rising…

SRI: Sustainable, responsible and impact investment

Luke Tribe from our Research team explains sustainable, responsible and impact investment. SRI is a broad brush acronym, but it is one that investors will hear more often in the…

Supermarket sweep: Food retailers consolidate

Luke Tribe from our Research Team discusses the recent consolidation within the food retailer market. Food retailers may have had several difficult years of trading, but the industry’s intention is…