WHIreland

London, United Kingdom Founded: 1872 • Age: 154 yrs Acquired By TEAM Asset Management
Wealth management services are provided to clients by WHIreland.
Annual revenue - Latest available
Total funding - 2 rounds
Employees - Tracked headcount
Investors 2 Known backers
Products 4 Services tracked
Competitors 9 Brand Intelligence

About WHIreland

WHIreland is a company based in London (United Kingdom) founded in 1872 was acquired by TEAM Asset Management in November 2025. WHIreland has completed 1 acquisition, including Harpsden. WHIreland offers products and services including Wealth Management, Financial Planning, Corporate Broking, and Client Portal. WHIreland operates in a competitive market with competitors including Mattioli Woods, abrdn, Equiom Group, Sandaire and RBC Wealth Management, among others.

  • Headquarter London, United Kingdom
  • Stage Public
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Wh Ireland Group Plc
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    -$11.95 M (USD)
    -55.38
    as on Mar 31, 2025
  • EBITDA
    $1.36 M (USD)
    2451.22
    as on Mar 31, 2025
  • Latest Funding Round
    $3.34 M (USD), Post-IPO

    Jan 23, 2018

  • Investors
    KEH GROUP

    & 1 more

  • Employee Count
    Not available
  • Investments & Acquisitions
  • Acquired by
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IPO & Listings of WHIreland

WHIreland is a publicly listed company on the LSE with ticker symbol WHI in UK, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

Exchange: LSE · Ticker: WHI · Sector: Finance · UK

Products & Services of WHIreland

WHIreland offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, Corporate Broking, and Client Portal.

Product name locked
Category locked
Primary

Provides personalized plans for growing and managing personal investments.

Product name locked
Category locked
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Assists with retirement and wealth transfer strategies for clients.

Product name locked
Category locked
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Offers services for professional intermediaries and market transactions.

Product name locked
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Platform for secure access to financial accounts and updates.

People of WHIreland

Headcount 200-500
Employee Profiles 20
Board Members and Advisors 1
Employee Profiles
People
Kevin Smith
Investment Manager
People
Peter Walsh
Head Of Investment Management Suitability
People
Phillip Wale
CEO
People
Simon Jackson
Chief Finance Officer

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Board Members and Advisors
people
Tom Wood
Non-Executive Director

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Funding Insights of WHIreland

Investors in WHIreland

WHIreland has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include KEH GROUP and TEAM Asset Management.

All
Venture Fund
Investor Description Founded Year Domain Location
-
Locked Locked Locked
Boutique asset manager providing discretionary investment services worldwide.
Locked Locked Locked
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Investor details for WHIreland

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by WHIreland

WHIreland has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Harpsden.

Investments
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Investment portfolio details for WHIreland

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Specialized wealth management services are provided by Harpsden since 2008.
Locked Locked 2008 Locked
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Complete acquisition details for WHIreland

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - WHIreland

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Detailed financials for WHIreland

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Whireland Comparisons

WHIreland Primary company
Description
Wealth management services are provided to clients by WHIrel...
Location
London, United Kingdom
Founded Year
1872
Annual Revenue
Not available
Net Profit
-$11.95 M (USD)
EBITDA
$1.36 M (USD)
Employees
Not available
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Peer comparison for WHIreland

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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Competitors of WHIreland

WHIreland operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Mattioli Woods, abrdn, Equiom Group, Sandaire and RBC Wealth Management, among others.

Company Name Domain Founded year HQ Location Description
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Wealth management services are provided by Mattioli Woods.
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Multiple sectors are invested in by abrdn's private equity fund.
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Wealth management firm
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Wealth management services are provided to clients by Sandaire.
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Delivers wealth management services, including portfolio advisory and financial planning.
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Detailed competitors of WHIreland

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Whireland

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Complete news archive for WHIreland

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about WHIreland

WHIreland was founded in 1872 and raised its 1st funding round 144 years after it was founded.

WHIreland is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

Phillip Wale is the current CEO of WHIreland.

WHIreland was founded in 1872 and is headquartered in London, United Kingdom. Wealth management services are delivered by the company within the financial sector. Operations are managed under CEO Phillip Wale, with focus on investment advisory and portfolio handling for individuals and institutions. Services are extended across the UK, supporting client financial needs in a regulated environment.

WHIreland's top competitors include abrdn, Quilter and Sandaire.

WHIreland offers Wealth Management, Financial Planning, Corporate Broking, and Client Portal.

Yes, WHIreland is publicly traded on LSE under the ticker symbol WHI.

WHIreland has made 1 acquisition, including Harpsden.

WHIreland has 2 investors. Key investors include KEH GROUP, and TEAM Asset Management.

The ticker symbol of WHIreland is WHI on LSE.

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