WHIreland

London, United Kingdom Founded: 1872 • Age: 154 yrs Acquired By TEAM Asset Management
Wealth management services are provided to clients by WHIreland.
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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
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Wh Ireland Group Plc
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
    $0 (USD)
    0
    as on Mar 31, 2023
  • Net Profit
    $-7.55 M (USD)
    -225.78
    as on Mar 31, 2023
  • EBITDA
    $52.13 K (USD)
    102.58
    as on Mar 31, 2023
  • Latest Funding Round
    $3.34 M (USD), Post-IPO

    Jan 23, 2018

  • Investors
    KEH GROUP

    & 1 more

  • Employee Count
    Employee Count
  • 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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides personalized plans for growing and managing personal investments.

Assists with retirement and wealth transfer strategies for clients.

Offers services for professional intermediaries and market transactions.

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

  • Total Funding
  • Total Rounds 2
  • Last Round Post-IPO — $3.3M
  • First Round

    (20 Sep 2016)

  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Jan, 2018 Amount Post-IPO - WHIreland Valuation

investors

Sep, 2016 Amount Post-IPO - WHIreland Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
-
Founded Year Domain Location
Boutique asset manager providing discretionary investment services worldwide.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by WHIreland

WHIreland has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Harpsden. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Specialized wealth management services are provided by Harpsden since 2008.
2008
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - WHIreland

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Whireland Comparisons

Employees
+
Add Comparison
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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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Wealth management services are provided by Mattioli Woods.
domain founded_year HQ Location
Multiple sectors are invested in by abrdn's private equity fund.
domain founded_year HQ Location
Wealth management firm
domain founded_year HQ Location
Wealth management services are provided to clients by Sandaire.
domain founded_year HQ Location
Delivers wealth management services, including portfolio advisory and financial planning.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Whireland

Frequently Asked Questions about WHIreland

When was WHIreland founded?

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

Where is WHIreland located?

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

Who is the current CEO of WHIreland?

Phillip Wale is the current CEO of WHIreland.

What does WHIreland do?

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.

Who are the top competitors of WHIreland?

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

What products or services does WHIreland offer?

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

Is WHIreland publicly traded?

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

How many acquisitions has WHIreland made?

WHIreland has made 1 acquisition, including Harpsden.

Who are WHIreland's investors?

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

What is WHIreland's ticker symbol?

The ticker symbol of WHIreland is WHI on LSE.

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