WH Ireland Group plc WH Ireland Group plc (WHI.L) is a United Kingdom-based financial services holding company specializing in wealth management and corporate broking; it provides discretionary portfolio management, advisory services, financial planning, and investment solutions to high-net-worth individuals, families, trusts, charities, corporates, and professional intermediaries. Core offerings encompass bespoke discretionary investment management via model portfolios such as Wayfarer, Navigator, and Essential Portfolio Service; specialist solutions including Alternative Investment Market Inheritance Tax (AIM IHT) portfolios and short-dated investment grade bond portfolios; comprehensive wealth planning covering retirement, inheritance tax mitigation, family protection, estate planning, and savings; and corporate broking services featuring corporate finance, research, market-making, and fundraising. The company operates through multiple UK offices in London, Poole, Cardiff, Salford, Bristol, and Leeds, with headquarters at 24 Martin Lane, London EC4R 0DR; its heritage traces to 1872 via founding stockbroking operations linked to the Manchester Stock Exchange, while the group incorporated as a public limited company in 1999 and listed on AIM in 2000.
Recent developments include ongoing takeover discussions, with Team plc proposing an all-share offer for the entire issued and to-be-issued share capital at an exchange ratio of 0.195 Team shares per WH Ireland share as of November 2025; this follows a rejected shareholder vote on a prior £1m agreement to sell the wealth management business to Oberon Investments Group plc in October 2025, amid plans for potential AIM delisting and liquidation if no deal proceeds. The company maintains compliance with the Quoted Companies Alliance Corporate Governance Code through active board committees including Audit, Remuneration, Risk, Nomination, and Executive; it reported its 2025 Annual Report and Accounts in September 2025, reflecting a workforce of approximately 84 employees focused on diversified financials within asset management and custody banking.