WH IRELAND GROUP - Key Persons
Job Titles:
- Chartered Fellow of the Chartered Institute for Securities
- Deputy Head of Manchester Wealth Management
Andrew is a Chartered Fellow of the Chartered Institute for Securities and Investment and Deputy Head of Manchester Wealth Management and is responsible for the management of trust, corporate and private client assets. Andrew chairs the Group's Collectives Committee and is a key member of the Asset Allocation and Portfolio Construction Committees.
After attending Hayward High School in Bolton, Andrew studied and attained a BA (Hons) in Economics from the University of Sheffield and was awarded the Clayton Prize for Economics on graduation.
Andrew began his career in 1998 as a Portfolio Manager with Capel Cure Myers, which later became part of Barclays Wealth. Andrew subsequently joined WH Ireland Limited as Associate Director in 2008.
Job Titles:
- Associate Director
- Investment Manager
After starting his career at Lyddon & Co in 1981 working with administrative and client-facing departments, Brinley became a Portfolio Manager in 1986. In 1991 Brinley joined Henderson Crosthwaite as a Portfolio Manager, subsequently being appointed a Divisional Director and joined WH Ireland in 2002 where he manages portfolios for Individuals, Trustees, Pension Funds and Charities. Brinley is a Fellow of the Chartered Institute for Securities and Investment ( FCSI).
With over two years of financial audit experience after graduating from Newcastle University in 2020, Carrie joined WH Ireland as a research analyst in the CIO team. In this role, she supports research in global asset markets and contributes to the processes of Asset Allocation and investment vehicle selection. Currently, she is a CFA Level 3 candidate.
Job Titles:
- Head of Office
- Investment Manager
- Member of the Leadership Team
- Chartered Fellow of the Chartered Institute for Securities
- Investment Manager and Head of Poole Office
Craig is a Chartered Fellow of the Chartered Institute for Securities and Investments and joined WH Ireland in 2012 as an Investment Manager and Head of the Poole office. Originally, from South Yorkshire, Craig began his career with Charles Stanley in London over 20 years ago, before relocating to Dorset in 2010. Craig and the team in Poole manage discretionary funds on behalf of a number of high net worth individuals, families, trusts, and charities across the UK and overseas, together with private client discretionary portfolios on behalf of professional intermediaries. He lives with his young family in Poole and is active in a wide range of local community organisations.
Job Titles:
- Graduate Trainee Wealth Management
Danielle is a graduate wealth management trainee, currently studying for her Investment Management qualification. She obtained a First class Ba (Hons) in International business at Nottingham Trent University and completed a summer internship in Sales and Trading at Investec. She obtained a Level 5 qualification with Chartered Management Institution.
Outside of work, she is passionate about mentoring black talent and enjoys learning about emerging markets.
Job Titles:
- Assistant
- Investment Manager
Dexter leads our Execution-Only desk and is the main point of contact for clients utilising our brokerage service. He has over 7 years' experience in the financial services industry, starting out in the big banking sector and joining WH Ireland at the beginning of 2020.
After attending Kirkham Grammar School in Lancashire, Dexter studied at University in Manchester, attaining a BA (Hons) in Business Finance.
Dexter prides himself on working to achieve the best possible outcomes for clients', and offers a broad and in-depth knowledge of the industry.
Dexter holds a Level 4 qualification in Investment Management.
Job Titles:
- Head of Client Relationships, London
Ekaterina is an investment and risk professional with 17 years' experience gained within 3 major banks in the UK and Switzerland. She has an extensive practical knowledge and expertise of HNW & UHNW private client portfolio management for individuals, companies & trusts. In her latest role at UBS, Ekaterina was leading the Competence and Supervision controls for UBS Business Risk Office in London covering over 300 regulated staff across the UK. She is a Chartered Fellow of the CISI, a Chartered Manager of CMI and holds a Diploma in Investment Compliance. Ekaterina joined WH Ireland in April 2022.
Job Titles:
- Administrator
- Office Manager
- Team Secretary
Fiona joined the team in Poole in January 2020 and supports Investment Managers and Wealth Planning with all aspects of client support. Fiona lives in Poole with her family and prides herself on a high level of service to clients with a strong background in administration.
Job Titles:
- Member of the Executive Committee
- Head of Equity Sales
Fraser has had a 26-year career in the UK equity markets, working in sales and corporate broking. His focus has always been on advising and raising funds for UK companies. He started his career with Kleinwort Benson in 1994 before joining Evolution Securities in 2002, at its inception, managing the Equity Sales desk. In 2008, Fraser joined Collins Stewart to run the small-cap franchise and then joined The Royal Bank of Canada in 2009 as part of the rollout of its European Equities platform. Subsequently, Fraser joined Arden Partners in 2017, as Head of Equities and a member of its Senior Management team.
Job Titles:
- Member of the Board
- Non - Executive Director
Garry is a financial services professional having had a variety of roles in listed, owner managed, state and private equity controlled businesses. He has extensive experience across financial services with a focus on credit risk management, operation transformation and M&A. Garry was with Nationwide Building Society from 1992 to 2004 as a senior executive and a member of Retail Credit Committee. Since then he has worked extensively in private equity as both a founder, CEO, NED and Chairman. From 2014 to 2019, Garry was a non-executive director of Computershare Loan Services Ltd, which included chairing the Audit and Compliance Committee for part of that time. In 2020, he joined PCF Bank from a leading fintech lender where he played a key role in supporting their rapid growth plans. Garry is a Member of the Institute of Credit Management (MICM) and holds the Finance and Leasing Diploma.
Gerald has over 30 years' experience of working in the personal financial planning sector. He brings a wealth of knowledge and experience to WH Ireland, having held various roles including management, advisory and compliance functions within both small and large businesses.
Gerald has a firm belief that financial planning should be delivered with honesty and integrity and that first and foremost it is about helping individuals achieve their objectives. To do this he focuses on understanding his client's needs, building long-term relationships enabling him to identify and help them achieve their short, medium and long-term financial objectives.
Job Titles:
- Head of Corporate Finance
Ian Brady - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Member of the Leadership Team
- Chief Investment Office
Ian has over 25 years' fund management experience with globally renowned institutions.
He has been involved in global asset allocation since 1994 and in the four years to January 2008 was Head of Fund of Funds at Invesco Perpetual, where he was responsible for global asset allocation on over £1.8 billion of assets. Under his stewardship, the Invesco Perpetual World Growth and World Income Funds were both "AA" rated by independent ratings agency Standard & Poor's. During both 2006 and 2007, Ian was voted one of the most consistent fund managers in the Investment Week/Standard & Poor's Fund of Funds sector.
Ian left Invesco Perpetual in January 2008 to co-found Harpsden Wealth Management with Jeremy Arthur. In 2012 and 2013 Ian won a prestigious Gold Standard Award for Discretionary Portfolio Management.
Job Titles:
- Member of the Executive Committee
- Head of Research and COO Capital Markets
John began his career as an Equity Research Analyst in the City in 2002 and has worked for TD Waterhouse, Altium Securities and WH Ireland during this time. As an analyst, he has covered a wide range of businesses and sectors in the smaller companies space, both across AIM and the Main Market. John was part of the Capital Markets Research team that won the ‘Best Research' category at the high profile AIM Awards and is one of several team members who have been ranked in the prestigious StarMine analyst awards. In addition to his Equity Research role, John is also COO of the Capital Markets Division.
Joy started with WH Ireland in February 2023 having worked many years in Law, Joy supports the teams with their day to day administration. Away from work Joy enjoys travelling the world and long walks along our wonderful coastline.
Job Titles:
- Investment Manager
- Member of the Chartered Institute for Securities
Kevin began his career in South Africa after the completion of his undergraduate and postgraduate finance degrees, where he spent a few years at a major bank. He then relocated to the UK where he worked for over 15 years at Ruffer LLP, the most of which as an Investment Manager and latterly as an Investment Director. He has a passion for providing the highest level of service to clients as well as a strong interest in financial markets and portfolio management, having gained vast experience in this respect during his career. Kevin is part of the Wealth Management Team at WH Ireland, and is based in the London office. He is responsible for the management of discretionary investment portfolios for Private Clients, SIPPs, Trusts and Charities.
Kevin is Member of the Chartered Institute for Securities and Investment (UK) and joined WH Ireland in 2023.
Job Titles:
- Head of Private Growth Capital
Job Titles:
- Member of the Executive Committee
- Member of the Leadership Team
- Head of Wealth Management
Michael brings significant experience of building and running substantial wealth management businesses, having previously been a senior member of UBS's wealth management business for over 20 years. He started his wealth management career as a founding employee of UBS's UK domestic wealth management business in 2000; having grown UBS's business in the UK, he spent two years in Switzerland integrating the teams covering origination, investment and client relationships across the UK business. He then developed an Institutional Family Office business whilst being responsible for UBS's Ultra High Net Worth teams across Northern Europe.
Michael joined WH Ireland as Head of Wealth Management in January 2022.
Job Titles:
- Ireland As a Research & Operations Analyst
- Research & Operations Analyst
Ollie joined WH Ireland as a Research & Operations Analyst in December 2022. Prior to this, he worked as an administrator in wealth management and participated in WH Ireland's acquisition of Harpsden Wealth Management. Ollie graduated from the University of Sheffield in 2019, with a BSc in Biology and has since passed all three levels of the CFA.
Job Titles:
- Member of the Leadership Team
- Head of Financial Planning
- Head of Financial Planning One New Bailey, 4 Stanley Street, Salford
Having graduated from the University of York with a degree in Economics and Economic & Social History, Phil began his career in the wealth management industry in London in 1999. Phil has achieved both Chartered Financial Planner and Chartered Wealth Manager status - qualifications regarded as the ‘gold standard' of excellence and integrity for the wealth management industry.
Phil is a highly experienced and natural relationship builder and joined WHIreland in 2016 having previously worked at Barclays Wealth Investment Management and Coutts (in Manchester) where he provided specialist advice to high net worth individuals and families. Phil's focus is to provide tailored financial planning solutions to clients with a particular focus on investment, retirement, and estate planning strategies within tax-efficient structures.
Job Titles:
- Chief Executive Officer
- Member of the Board
- Member of the Executive Committee
Phillip began his career in UK Gilt Edged & convertible bonds, spending ten years at Goldman Sachs in New York and then London, as co-head of pan-European equities. He managed the equity businesses at Commerzbank and then at Knight Securities, where he was appointed European CEO. In 2004 he moved into fund management as CIO of a multi-strategy hedge fund, returning to the sell-side in 2007 with Collins Stewart working closely with the expansion of the wealth management product. Phillip joined Seymour Pierce, the corporate & institutional broker and wealth manager, in 2010 and was appointed its Chief Executive Officer in 2011. Between 2012 and 2016 he was Chief Executive Officer of Panmure Gordon & Co. Prior to joining WHIreland in August 2018, Phillip was Head of Fixed Income (Europe) at Cantor Fitzgerald Europe.
Job Titles:
- Assistant
- Investment Manager
- Graduate Trainee Wealth Management
Pratishtha has started her career as a Wealth Management Trainee at WH Ireland. Her work has been focused on supporting the Execution Only desk along with the discretionary clients. Before joining WH Ireland, Pratishtha worked at the Arab-British Chamber of Commerce, fostering investment and trade between the Arab region and UK.
Prior to joining WH Ireland, Pratishtha graduated from the London School of Economics and Political Science with a master's degree in International Political Economy. She also holds a Bachelor's degree in Economics and English Literature from the University of Delhi, where she specialised in Economics of Labour Migration.
Pratishtha is fluent in English, Hindi, Sanskrit, and conversational French, and holds a Level 4 qualification in Investment Management.
Job Titles:
- Chartered Financial Planner
Robert is an Financial Planner with over 15 years' experience in the financial services industry after graduating from Bournemouth University in 2002 with a degree in Financial Services. He holds both Chartered and Certified Financial Planner status - qualifications considered to represent the ultimate symbol of professionalism.
Robert has developed a strong technical knowledge with a particular focus on retirement and estate planning. He places emphasis on looking to build long-term relationships and delivering clear and concise solutions to help clients and their families achieve their financial ambitions.
A Chartered Wealth Manager and Member of the Chartered Institute for Securities & Investment, Robert has been with WH Ireland since the foundation of the Poole Office in 2012. Robert sits on both the stock selection, collectives and asset allocation committees within WH Ireland and is responsible for stock and fund research for the Poole Office. Robert manages both Discretionary and Advisory portfolios for individuals, Charities, SIPPs and Trusts. Outside of work, when not kept busy by his two young daughters, Robert is active in the local community and is currently Treasurer of Dorchester Round Table - a charitable organisation that raises funds for local good causes.
Job Titles:
- Head of Office
- Member of the Leadership Team
- Vice Chair, Wealth Management
Robert is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the ASIP qualification with the CFA Society United Kingdom. He joined WH Ireland Limited in 2014.
Robert has over 30 years' experience advising a number of high net worth individuals and families, trusts and charities across the UK. He chairs the North West Regional Advisory Group of the London Stock Exchange and the Board of Trustees of Wood Street Mission, the Manchester children's charity founded in 1869 and is a Governor at Manchester Grammar School. He is a past chairman of Pro Manchester, the corporate membership organisation representing the financial and professional service community in and around Greater Manchester.
Robert Race is Head of Office. He is joined by Deputy Head of Branch Andrew Shepherd, Investment Manager James Peters and Chartered Financial Planner Phil Sidebottom and their respective team members.
Roland has over 35 years' experience in the financial services industry which he joined straight from university.
He has been an independent financial adviser for over 30 years with a specialism in pensions and retirement planning. He strongly believes pensions should be seen in the context of holistic financial planning and not in isolation. Roland has advised many leading professionals, business owners and individual investors on pensions and retirement planning and has been widely quoted in the national press on pensions issues.
Ross joined WH Ireland in September 2021 after graduating from Queens University with an MSc Honours degree in Finance. Prior to this he attained a BSc in Finance and Investment Banking from the University of Reading. Ross's work has combined fund selection with broad macroeconomic, multi asset research and analysis. Ross is currently a CFA level 2 candidate.
Sean has worked within the financial services sector for the past 13 years, specifically in the advice sector for the last 8 years. Sean is a level 4 qualified financial adviser, holding his diploma in financial planning and specific qualifications in taxation, insurance, and retirement planning. Joining WHIreland in 2019 Sean manages the financial planning needs for clients in our Poole office based in Canford Cliffs, and is an advocate for a holistic approach to planning.
Shalu has a breadth of knowledge and experience based on her previous roles working with High Net Worth Individuals, Entrepreneurs, Trustees and Corporate Clients. She has over 12 years' experience in Wealth Management having qualified as a Lawyer first (graded with Distinction at the Legal Practice Course) and then gaining further qualifications with both the Chartered Insurance Institute and Chartered Institute for Securities and Investment. Shalu holds qualifications to level 6 and holds the Diploma in Regulated Financial Planning and the Certificate in Private Client Investment Advice and Management.
Shalu prides herself in developing a full understanding of clients' circumstances, aspirations and preferences and advises from a holistic point of view. She has strong relationship management skills and regularly works alongside clients' legal, fiduciary and tax advisers. She builds trust and personal credibility by putting the clients' needs at the heart of her approach to Financial Planning .
Job Titles:
- Chief Finance Officer
- Member of the Board
- Member of the Executive Committee
Simon was Finance Director of Saunderson House Limited from January 2019 until March 2021, prior to its acquisition by Rathbone Brothers Plc, having previously been Group Finance Director of Brooks Macdonald Group plc from November 2000 to April 2018. In both roles he helped implement both organic and inorganic growth strategies whilst building finance capabilities that are essential to meet the increasing requirements of a growing, regulated business in public markets. Simon's time at Brooks Macdonald included its admission to trading on AIM in 2005; between 2005 and 2017, Brooks Macdonald grew its funds under management from £371m to £11.7bn. Simon qualified as a chartered accountant with Macintyre Hudson, and spent 10 years with Rutland Trust plc, in a variety of senior finance roles, prior to joining Brooks Macdonald.
Job Titles:
- Member of the Board
- Independent Non - Executive Chair ( Subject to FCA Approval )
Simon has over thirty years' experience of the banking industry, primarily with Chase Manhattan Bank, in London and New York, and Barclays between 2004 and 2011 where he was the regional director for the corporate banking activities in Wales and the South West of England. He is currently chairman of LV Financial Services, the UK life insurance mutual. He is also chairman of RCI Bank UK, the UK arm of the French bank RCI Groupe, part of the Renault Group. Simon was a director of Cambridge and Counties Bank from its foundation in 2012 and chairman from 2015, retiring in 2022. From 2013 to 2016, he served as the International Director of the Confederation of British Industry. Simon was a director, and latterly chairman of Pennant International Group PLC between 2015 and 2021.
Outside banking and industry, Simon has served as a governor of the University of the West of England and is now a trustee of the Wallscourt Foundation, which acts to promote the student experience and teaching objectives of the university. In addition, Simon is a lay member of the Audit and Risk Committee of the Recruitment and Employers Confederation and a former non-executive director of the Government Office of the South West.
Job Titles:
- Member of the Executive Committee
- Chief Risk and Compliance Officer
Stephen has a unique mix of knowledge and experience. Trained and practiced as a barrister and then moving into corporate law at a major International City law firm, Dentons, and Head of Legal private bank and wealth management in global banks such as Citibank and Standard Chartered, which has enabled him to develop technical and leadership skills for transforming legal and compliance functions.
Stephen has a mix of both Wealth Management and Capital Markets Compliance experience, by virtue of his time at Deutsche Bank. His compliance role at EFG had significant WM overlap with WHI's WM business as has their ownership of the EFG Harris Allday. As Head of Regulatory Compliance at EFG, he had insight across the Compliance functions and good insight of EFG Operational and Regulatory Risks.
Job Titles:
- Chartered Financial Planner
Steve has over 35 years' experience in the financial services industry with more than 25 years working as an Independent Financial Adviser (IFA). He initially worked with Lloyds Bank and Standard Life. In 1996 he joined his father's IFA business, Keith Johnston & Partners Ltd, and over the years he helped build this into an extremely successful practice with a first-class reputation. In 2015 Keith Johnston & Partners Ltd was sold to Harpsden Wealth Management Ltd which was subsequently acquired by WH Ireland in 2020.
In 2005, Steve was in the first ever group of individuals to be awarded Chartered Financial Planner status and he remains a committed advocate of raising professional standards throughout the industry. Steve enjoys all aspects of financial planning particularly building long term relationships with his clients and helping them and their families meet all their financial objectives by utilising his experience and expertise.
Tom joined WH Ireland as a Graduate Trainee in Wealth Management in 2022; he holds the level 4 qualification in Investment Management and is now a working towards his CFA qualifications as a Trainee Research Analyst in the CIO team.
After attending Oundle School in Peterborough, Tom studied at the University of Newcastle, attaining a 2.1 Ba (Hons) in History specialising in Modern History.
Tom has previous experience working with Investment Managers at Charles Stanley which helped develop his understanding of the industry. Prior to that, he has worked as a labourer in construction and within the Hospitality sector.
Tom is a keen fan of Northampton Saints rugby team and enjoys playing sport in his free time.