Wealth Management – WHIreland

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Helping you see
the bigger picture.

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About WHIreland Wealth Management

WHIreland has a long history of working within wealth management, managing the wealth of a diverse range of private, charity, corporate and institutional clients. As a leading wealth management firm, our focus is on providing you with clear, simple, jargon-free advice and to offer you a bespoke wealth management service, tailored to suit your needs.

As an award winning wealth management firm, we help our clients see the bigger investment  picture and ensure we have the right sense of perspective to achieve results.

While the key to successful wealth management is to never lose sight of our client’s long term goals, the skill is to make sure every decision counts towards them.

Our investment philosophy

Fundamental to our investment philosophy is that the money we invest is not ours. In simple terms, we aim to protect and grow wealth over time.

Latest news

Mid-week update: 24 September 2020

The week to Wednesday’s close saw global stock markets give up more ground as the powerful six month rally from the March lows came to an end.  Global equities fell 4.0%, led by the US which fell 4.4%.  European equities gave up 4.2% and the UK market 3.2%. With hindsight market movements can often seem…

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Mid week update: 16 September 2020

The week to Tuesday’s close saw equity markets reclaim some of the ground lost recently, with global equities gaining 2.2%.  Having led the downturn, US technology shares added 3.2%, pushing the broader US market 2.1% higher.  However, the rally was not confined to technology.  Leading UK shares added 3.0% and European shares 2.3%, suggesting that…

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Mid week update: 9 September 2020

The week to Tuesday’s close saw a sharp pullback in US equities as the tech giants that have dominated performance this year suffered sharp falls.  Technology shares gave up most of the extraordinary gain seen in August, falling by 9.1%, pushing the US stock market down 5.5%, and global stock markets down by 4.2%.  Closer…

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Find your local WHIreland office

We can advise you on a range of wealth management and investment services. With a regional presence across the UK, learn more at an office near you.

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To find out more call us on 0800 877 8866