WHIreland has a long history of working within global 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.
How can we help?
Finely crafted financial advice
Our private wealth management and investment experts have in-depth experience of financial markets combined with a strong focus on providing a friendly, straightforward and client-focused service. They can answer any queries, from general questions like 'what is wealth management?', through to technical questions about online and strategic wealth management.
Although discretionary wealth management is at the core of what we do, as a supportive wealth management company, we can also offer you a range of specialist investment solutions dependent upon your needs. These include a managed advisory service, advice for charities and a specialist Inheritance Tax (IHT) and Enterprise Investment Scheme (EIS) tax efficient portfolio service, as well as working towards securing your financial future via our holistic Wealth Planning service.
Helping you see the big picture
Whether it is the intricate painting on a Ming vase, the 900 knots in each square inch of a Persian carpet or the delicate precision in a beautiful woodcarving, each and every detail plays its part in the creation of a finished work of art.
We take the same kind of detailed approach to global wealth management - as a leading 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 global 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.