Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Office Spotlight: WH Ireland Wealth Management, Manchester

Office Spotlight: WH Ireland Wealth Management, Manchester

In Salford since: 1830

Number in team: 12

Assets under management (group): £3.1 billion

Are you bullish or bearish? Equity markets are looking fully valued at present

Top 3 fund picks: 

• CF Lindsell Train UK Equity

• Threadneedle UK Equity Income

• Jupiter European

Q&A with Robert Race, head of wealth management, WH Ireland, Manchester

What is your typical client demographic?

We work with a broad range of clients including private individuals and their advisers, corporates, trusts and charities, where appropriate. Typically investors with an excess of £250,000 will benefit from our discretionary investment management services with regular face-to-face meetings to discuss strategy and returns, while keeping their portfolio tailored for their financial goals.

What differentiates your location?

The North West has a long history of entrepreneurship among both the business and professional services communities. There is a huge untapped potential across the region which has already become home to centres of excellence for industries, such as science. If the North of England was a country, it would be among the biggest economies in the Europe. We are proud to have had a presence in here spanning two centuries and a thorough understanding of what our local clients’ requirements are.

What challenges are facing your area?

The poor road and rail infrastructure across the North of England in particular. The Northern Powerhouse government initiative looks to address some of the challenges we face. WH Ireland is committed to Manchester and the North West. We believe we are best placed to take full advantage of the regional developments planned for the coming years.     

What’s the best thing about living in your area?

Manchester has a population of over 2.5 million people which gives the city an exciting, cultural vibe. Our restaurant scene is booming with new bars and restaurants opening at a rate that rivals London. There are a plethora of thriving high quality museums, theatres and arts venues, and we’re extremely lucky to have easy access to the beautiful and unspoilt countryside nearby, such as the Peak and Lake Districts.

What’s a typical regional saying?

‘He’s not behind the door, is he?’ Meaning he’s no fool or no shrinking violet.

What is your office motto?

To build long-term relationships, based upon trust, by placing our clients’ needs at the centre of everything we do. By doing so, we are best placed to provide timely, bespoke and helpful advice to a diverse range of clients.

Asset allocation of a typical balanced portfolio: 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play CEO Tapes: dangerous data and great technology

CEO Tapes: dangerous data and great technology

In the third part of our latest series the debate turns to technology and the huge impact it is having on the fund management industry.

1 Comment Play Quilter CEO on IFAs, robos & his own DB transfer

Quilter CEO on IFAs, robos & his own DB transfer

In the final part of our interview with Paul Feeney, the Quilter chief executive declares that the government has 'left the ring' on savings policy, rounds on robo-advice, and reveals his own experience of the DB transfer market.

Play CEO Tapes: ESG - we need to get better at the 'G'

CEO Tapes: ESG - we need to get better at the 'G'

In the second part of our CEO series, we explore the burgeoning ESG concept with fund bosses outlining how they try to make a difference.

Read More
Wealth Manager on Twitter