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Category: Wealth Management News
Posted on 16 Nov 2018
by John Goodall Head of Private Client Research, Manchester
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,…
Posted on 09 Nov 2018
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…
Posted on 29 Oct 2018
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…
Posted on 19 Sep 2018
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…
Posted on 28 Aug 2018
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…
Posted on 20 Aug 2018
by John Goodall Head of Private Client Research, Manchester
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…
Posted on
by John Goodall Head of Private Client Research, Manchester
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…
Posted on
by John Goodall Head of Private Client Research, Manchester
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…
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by Luke Tribe Research Analyst, Private Client Research, Manchester
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…
Posted on
by Luke Tribe Research Analyst, Private Client Research, Manchester
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…