In late December, our Chief Market Strategist, Mike Ingram discussed with Proactive Investor his views on what may happen in the markets in 2018. To view please click here.
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We are delighted to be able to support friends George Randell and Oli Glanville in their ambitious challenge to row across the Atlantic. The race is over 3000 miles, between…
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David Bone has been appointed as Head of Compliance for WHIreland’s international wealth management arm in the Isle of Man as the firm continues to build on its success as…
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WHIreland announces two new senior hires as the Group continues to expand its Wealth Management business in the regions
As part of its…
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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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