Michael brings significant experience of building and running substantial wealth management businesses, having previously been a senior member of UBS’s wealth management business for over 20 years. He started his wealth management career as a founding employee of UBS’s UK domestic wealth management business in 2000; having grown UBS’s business in the UK, he spent two years in Switzerland integrating the teams covering origination, investment and client relationships across the UK business. He then developed an Institutional Family Office business whilst being responsible for UBS’s Ultra High Net Worth teams across Northern Europe.

Michael joined WH Ireland as Head of Wealth Management in January 2022.

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).

George has over 15 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.

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).

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.

Ekaterina is an investment and risk professional with 16 years’ experience gained within 3 major banks in the UK and Switzerland. She has an extensive practical knowledge and expertise of HNW & UHNW private client portfolio management for individuals, companies & trusts. In her latest role at UBS, Ekaterina was leading the Competence and Supervision controls for UBS Business Risk Office in London covering over 300 regulated staff across the UK. She is a Chartered Fellow of the CISI, a Chartered Manager of CMI and holds a Diploma in Investment Compliance. Ekaterina joined WH Ireland in April 2022.

Shalu has a breadth of knowledge and experience based on her previous roles working with High Net Worth Individuals, Entrepreneurs, Trustees and Corporate Clients. She has over 12 years’ experience in Wealth Management having qualified as a Lawyer first (graded with Distinction at the Legal Practice Course) and then gaining further qualifications with both the Chartered Insurance Institute and Chartered Institute for Securities and Investment. Shalu holds qualifications to level 6 and holds the Diploma in Regulated Financial Planning and the Certificate in Private Client Investment Advice and Management.

Shalu prides herself in developing a full understanding of clients’ circumstances, aspirations and preferences and advises from a holistic point of view. She has strong relationship management skills and regularly works alongside clients’ legal, fiduciary and tax advisers. She builds trust and personal credibility by putting the clients’ needs at the heart of her approach to Financial Planning .