Our London office is the Group’s Head Office based in the heart of the City financial district. Our team of Investment Managers manage wealth for individuals, trusts, pension funds, charities and corporates both as direct clients and indirectly through introductions via intermediaries.
Employing over 80 people, our full range of Wealth Management, Wealth Planning, Corporate & Institutional Broking and Corporate Finance services are available.
The Wealth Management team in London work with our clients across London and the South East of England. We welcome our clients at our offices, where they can meet their Investment Manager.
To find out more call us on +44 (0)20 7220 1666
Stephen is an experienced executive director and leader in the wealth and investment management sector with a proven track record of implementing strategic change and generating shareholder value. Between 2000 and 2016 he worked at Brewin Dolphin, becoming Head of Wealth & Investment Management in 2013. In 2016, Stephen joined City Asset Management as Head of Sales. Stephen is G60 pensions transfer accredited, has the Advanced Financial Planning qualification from the CII, and is a Chartered Wealth Manager and a CAIA® Charterholder.
Stephen joined WHIreland as Head of Wealth Management in 2019.
Kevin is a Chartered Fellow of the Chartered Institute for Securities and Investment and joined WHIreland in 1998.
He began his career at Montagu Loebl Stanley and has worked for a number of well-known investment firms including Charlton Seal Dimmock, Seymour Pierce Butterfield and Henry Cooke Lumsden.
Kevin manages investment portfolios for private clients on a discretionary and advisory basis and has over 40 years’ experience in the investment industry.
After graduating from the University of Gloucestershire in 2011 with a degree in Business Management, Steven trained in private client investment management specialising in discretionary, advisory and execution only services for private clients and trustees alike. Steven is an associate of the Chartered Institute for Securities and Investments (CISI).
Mark has over 15 years wealth management experience within the Private Banking/ Wealth Management industry. Prior to joining WHIreland Mark managed close to $1bn in clients assets under management at American Express Private Bank and Morgan Stanley Private Wealth Management across a range of institutional and private client mandates, with a core focus of providing bespoke discretionary portfolio management services, advisory dealing and execution only brokerage. Mark is a Psychology and American History graduate from the University of Sunderland and is a member of the Chartered Institute for Securities and Investments (CISI).
Martin began his career in the city in 2000 at Napier Brown Holdings in the Treasury Department where he gained experience in different markets. In 2003 he moved into Investment Management with Insinger Townsley. He subsequently worked at Eden Financial and Canaccord Genuity Wealth Management before moving to WHIreland in June 2014. His experience covers equities, both domestic and international, fixed interest securities and derivatives including CFD’s and Spread Betting. Martin has acted on behalf of Institutions, High Net Worth Individuals, Trusts and Private Companies.
Joe joined WHIreland in 2018 after working at JM Finn in Bristol for 2 years. He now sits on a number of investment committees and is a member of Mark Burtenshaw’s team within Wealth Management in our London office. Joe holds the Investment Advice Diploma and is currently working towards taking the final exam of the Chartered Wealth Manager qualification. He graduated with a degree in Modern History with Economics from the University of Manchester in 2014.
George has over 10 years’ experience in the investment industry beginning his investment career in 2006 where he worked for a number of boutique investment firms in the City of London. During this time, George gained a wide range of experience in portfolio management as well as investment dealing.
In 2012, George joined WHIreland as Investment Manager managing investment portfolios on a discretionary and advisory basis for high net worth private individuals, corporate clients and pension schemes.
George is a Chartered Member of the Chartered Institute of Securities and Investments.
James has over 15 years experience within the Investment Management Industry. He attained a BSc in Business, Economics and Finance from Loughborough University in 2002. His career began in 2003 with Instinet Europe as a Pan European Equity Trader for Institutional Clients before joining GHW Group in 2006 as an Investment Manager dealing with High Net Worth and Private Clients. He joined WHIreland in 2012. James holds the Chartered Institute for Securities and Investments (CISI).
Paul is an economics graduate from Manchester University with over 25 years’ investment management experience. He is ASIP and IMC qualified, a member of the CFA Society and a Chartered Fellow of the CISI.
Paul began his career at Newton as a research analyst before he moved to Friend’s Provident where he managed Life and Pension funds. He then moved to Dresdner where he managed a range of retail, charity and institutional funds. He was AA rated by S&P.
Paul was a director at Jupiter for 8 years. There he managed a number of portfolios including Jupiter Primadona, which was the best performing global growth trust during his tenure, and a special situations unit trust which invested in UK small and mid-cap companies. He joined WHIreland in 2011 where he specialises in managing EIS-qualifying investment portfolios alongside a growing number of traditional private client portfolios. In recognition of his experience of the small company sector he was a member of the AIM company of the year panel in 2006 and 2007.
Rupert Webb, Chartered Fellow of the CISI, has worked for WHIreland since 2010 following a period with Rothschild. His focus lies with high net worth individuals and families, as well as trusts.
Sitting on several of WHIreland’s key Committees, Rupert is at the heart of the decision process for asset allocation and stock/fund selection. He is specifically responsible for selecting and overseeing Global funds and Technology stocks.
Rupert was recently included in Citywire's Top 100 Wealth Managers list for 2019.
Christy takes the compliance standards and ethical responsibilities of her team very seriously to ensure wealth planning at WHIreland is providing the highest quality advice and ongoing service to their clients. The wealth planning team specialise in retirement, estate and tax efficient planning for individuals and their families.
Robert is an Independent Financial Planner with over 15 years’ experience in the financial services industry after graduating from Bournemouth University in 2002 with a degree in Financial Services. He holds both Chartered and Certified Financial Planner status – qualifications considered to represent the ultimate symbol of professionalism.
Robert has developed a strong technical knowledge with a particular focus on retirement and estate planning. He places emphasis on looking to build long-term relationships and delivering clear and concise solutions to help clients and their families achieve their financial ambitions.
Zoltan has worked as an Independent Financial Planner for 30 years, he joined WHIreland in 2009.
Zoltan is a Chartered Financial Planner and holds a fellowship of the Personal Finance Society. In order to achieve Chartered status you must illustrate that you have attained and maintain the highest and most prestigious level of academic attainment and professional achievement. It remains the "gold standard" of excellence and integrity. The Chartered status provides comfort and security for clients, serving as a benchmark for quality and ethical practice.
Zoltan takes pride in building long term relationships with his clients and their family members, some he has been advising for over 15 years. He offers an individual tailored approach to all clients on every aspects of their personal or professional financial lives, be it; protecting their family or business, investing for schooling & university, retirement for both individuals and group schemes, estate planning and wealth preservation.
Angela joined WHIreland in 2009, she has worked in the financial planning sector for over 25 years. Angela holds the diploma in financial planning.
Angela specialises in working with clients to design bespoke financial planning solutions aligned to her clients particular goals and objectives. Her expertise covers retirement planning, trust planning, estate planning and long term care planning. Angela also specialises in advising clients during and after divorce or separation; where the value and quality of expert advice is vital. She takes great pride in providing clarity to clients to allow them to fully benefit from receiving the highest quality planning advice.
Jon joined WH Ireland in 2017 and has over 12 years of experience within the industry. Jon has previously worked in technical roles as a Paraplanner and now supports the London team as well as being an Independent Wealth Planner. He has achieved a wide range of qualifications in the industry and is working towards his Chartered status and Fellowship of the Personal Finance Society.
Jon has an in-depth experience in financial planning, investment management and also detailed knowledge of international retirement solutions such as QNUPS and QROPS. Jon’s aim is to work in partnership with you, not just for you, to develop a personalised and successful wealth management plan. Whether it’s investment management, cashflow planning, retirement planning, IHT planning or a combination these, Jon’s advice will help reduce the amount of time you need to spend on your financial affairs, putting you in control of your financial future and achieving the best life possible for you and your family.
Robert joined WHIreland in 2019 as Head of Research for the Wealth Management division. During his career as an investment manager Robert managed the Majedie investment trust and Hansard Global’s UK and global equity funds, later moving into wealth management as Head of Research and deputy Chief Investment Officer of Quilters. He subsequently led Legal & General’s collective fund research and governance team before working as an investment consultant and investment writer, counting the Investors Chronicle as one of his clients. Robert has attained a MBA, he is also a Chartered Fellow of the Chartered Institute for Securities & Investment and a former Army officer.
In 2019, Philip joined WHIreland as Head of Alternatives and Portfolio Strategy. Philip holds the Chartered Financial Analyst designation. He joined City Asset Management in 2014, where he was responsible for managing their on-platform Model Portfolio Service, risk management and research into Alternative investments. Philip won the Investment Week's Trailblazer Award in 2019. He is also a former Citywire Top 30 under 30 star.