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.

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).

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).

Steve joined WHIreland in 2017, after a 20-year career at Coutts & Co, where he was Wealth Team Leader & Director, establishing the Milton Keynes office in 2006. Prior to Milton Keynes, Steve was a Senior Private Banker for Coutts in Oxford and in their London head office, having previously held a number of senior Private Banking positions at NatWest including training NatWest Private Bankers at the Heythrop Park training centre.

Steve is a Chartered Wealth Manager and is a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI).

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.

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 17 years of 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 the UK small and mid-cap companies.  He joined WHIreland in 2011 where he specialises in managing AIM investment portfolios alongside a growing number of traditional Wealth Management portfolios. Paul is a member of our UK Stock selection, Asset Allocation, and Portfolio Construction committees.

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.

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 an 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.