WH Ireland Group Plc - Company Profile
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WH Ireland Group plc (WH Ireland) is a provider of financial services, which offers wealth management and planning and corporate and institutional broking solutions. It offers financial planning in the areas of retirement, long-term care, family protection, wealth sharing, estate planning, and savings and investments, among others; investment management for individuals and professionals, including discretionary investment management and managed portfolio solutions. The group’s Wealth Management division offers investment solutions for individuals, families, and charities, while its Capital Markets division provides corporate advice and investment capital for public and private companies. It has a regional presence across the UK, indicating its target market is primarily within this geographic location including London, Henley, Manchester, and Poole. WH Ireland is headquartered in London, England, UK.
WH Ireland Group Plc premium industry data and analytics
Products and Services
| Services | Brands |
|---|---|
| Wealth Management | WH Ireland |
| Wealth Planning | |
| Corporate Advisory | |
| XYZ | |
| XYZ | |
| XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2025 | Others | In November, the company secured an offer to be acquired by Team plc. |
| 2025 | Contracts/Agreements | In September, the company entered into an agreement to sell its Wealth Management business to Oberon Investments Ltd. |
| 2024 | Asset Disposal | In July, the group finalized the sale of WH Ireland Limited, its wholly owned subsidiary, along with select assets from its Capital Markets Division, to Zeus Capital Limited. |
Competitor Comparison
| Key Parameters | WH Ireland Group Plc | Investec plc | Shore Capital Group Ltd | Brewin Dolphin Holdings Ltd | Walker Crips Group plc |
|---|---|---|---|---|---|
| Headquarters | United Kingdom | United Kingdom | United Kingdom | United Kingdom | United Kingdom |
| City | London | London | St Peter Port | London | London |
| State/Province | England | England | Guernsey | England | England |
| No. of Employees | 84 | 8,000 | 287 | - | 233 |
| Entity Type | Private | Public | Private | Private | Private |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Phillip Wale | Chief Executive Officer; Director | Executive Board | 2018 | 63 |
| Simon Jackson | Chief Financial Officer; Director | Executive Board | 2022 | 67 |
| Simon Moore | Chairman | Non Executive Board | 2023 | - |
| Fraser Marshall | Head - Equity Sales, Capital Markets | Senior Management | - | - |
| John Cummins | Head - Research; Chief Operating Officer - Capital Markets | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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