Focus turns to the US election
We have seen currency markets taking on even greater significance over the quarter. Of all developed regions, the UK saw the best returns with the UK top 100 companies moving…
Read more →Update on result of General Meeting Conditional disposal of Wealth Management Business Proposed Cancellation of Admission to AIM General Update Board Changes.
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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We have seen currency markets taking on even greater significance over the quarter. Of all developed regions, the UK saw the best returns with the UK top 100 companies moving…
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United States of America Interest rates were kept on hold in September but we view a rate rise in December as likely. The jobs market is showing signs of strength…
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In a broad sense, indices are used to measure performance of the stock market and by extension the economy. They can also be used to construct index portfolios such as…
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Following the Conservative party conference infrastructure spending is back in focus.
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WH Ireland Group plc recently issued an announcement regarding a significant change in its shareholder register.
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Christy Morrison, Head of Wealth Planning, reviews Inheritance Tax and the new Residential Nil Rate Band. Inheritance Tax (IHT) is the tax levied on your estate when you die. An…
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David Edwards, Head of Charity Services, reviews the termination of the WM Charity Index. State Street’s recent decision to terminate its popular Charity Fund Monitor – or the WM Charity…
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We are delighted to announce that we have entered into an operational outsourcing agreement with SEI Investments (Europe) Limited (SEI) for the provision of custody services to our clients.
SEI…
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It has been a poor three months for the retail sector with two high profile public committee hearings and receiverships in the headlines. This has been capitalised by poor trading…
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Divergence in individual stock performance has been a major theme in stock markets this year. This has become even more notable after the referendum. Not only has the internationally focused…
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