If you are based internationally, a UK resident non-domiciled individual or an expatriate living outside the UK, you may require international equity exposure or wish to take advantage of the benefits of having your assets managed in an independent international financial services centre.
WHIreland International Wealth can offer you benefits that might not be available locally including; a highly personalised service, asset protection, autonomy and investment services in sterling, euro or US dollar.
All the day-to-day investment decisions are delegated to us, thus relieving you of the need to react to fast-moving markets and the changing economy.
We will implement your portfolio management strategy and regularly report back to you, both face-to-face via regular printed valuations, or anytime via our online portal.
Our private wealth management and investment experts have in-depth experience of international 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 investment management?’, through to technical questions about online and strategic wealth management.
To find out more call our international office
on +44 (0)1624 602020
Will has been Managing Director of WHIreland International Wealth since July 2014, having previously been tasked with establishing the Isle of Man licenced operation for WHIreland Group in 2013.
Manx born and educated, Will has extensive experience in investment management, banking and fiduciary operations, and has worked with some of the biggest names in the Isle of Man’s financial sector. He is a member of a number of Group oversight committees, including Compliance and Risk, and holds a senior management role within WHIreland’s operations division.
Will is an Associate Member of the Chartered Institute for Securities and Investment.
David’s career in financial services has taken him from private banking through portfolio management to institutional asset management - and from the Isle of Man to Jersey, South Africa, Barbados and back again.
A Chartered Fellow of the Chartered Institute for Securities and Investment, and a Chartered Wealth Manager, David is responsible for the management of WHIreland International Wealth’s institutional and private client assets. He is also a key member of the Group’s Asset Allocation Committee.
Chris joined WHIreland International Wealth in 2017, bringing over 20 years of experience in investment management and a strong understanding of the needs of both institutional and private clients.
Originally from Leicester, Chris gained a BA (Hons) in Commerce at Birmingham University and holds a Chartered Financial Analyst Associate professional qualification. He relocated from the UK to the Isle of Man in 2001.
Lee is responsible for managing client portfolios. He has worked in the finance sector since 2007 and has specialist experience in administrating large hedge funds and client reporting, as well as portfolio management.
A Chartered Member of the Chartered Institute for Securities & Investment (CISI), Lee holds the Private Client Investment Advice & Management (PCIAM) certificate, the CISI Investment Advice Diploma and the CISI Investment Administration Qualification. Before joining the finance industry he enjoyed five years working as a topographical surveyor and CAD technician.