News & Views

Category: Wealth Management News

WHIreland appoints Paul Jones to new role as Chief Operating Officer

WHIreland Group plc, the Wealth Management and Corporate and Institutional Broking firm, today announces the appointment of Paul Jones as Chief Operating Officer. Paul, who joins the executive committee of…

The lifetime allowance – have you considered it?

Most people haven’t considered the pension lifetime allowance (LTA) and probably don’t think it will ever have an impact on them. However an increasing number of pension savers are facing…

Tax planning

Avoid the April rush, speak to us about your tax planning opportunities. Tax efficiency is an important part of Financial Planning and our expert team can help you to incorporate…

Open banking

In January 2018 open banking reform will see the advancement of banking technology and greater transparency of customer information. We look at what this could mean for the UK banks.…

Company screening: what is Piotroski’s F-Score?

Equity markets performed well in 2017, but value investors have struggled to identify new investment ideas. Why is this the case and is there a simple method for screening for…

China and the MSCI Emerging Markets Index

Mainland Chinese companies which trade in Shanghai or Shenzhen and are quoted in renminbi, known as China A shares, will be included in the MSCI Emerging Markets Index for the…

Global Economic Outlook – Quarter 1, 2018

United Kingdom Progress in the first phase of the Brexit negotiations has led to some recovery in sterling, albeit from low levels, and respite to the beleaguered London commercial real…

Quarter 1 update for 2018

In 2017, positive returns were seen across virtually all asset classes and regions as sentiment improved over the year. Investors were buoyed by European and Asia markets. After a weak…

Remain vigilant towards investment scams and clone firms

Fraudsters are increasingly looking for new ways to infiltrate the financial services market, and one way they have been attempting this is by ‘cloning’ a reputable firm. We are receiving…

Stocks shrug off US shutdown, dollar dips

Chief Market Strategist, Mike Ingram, speaks to Reuters. Watch the interview here