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W.H. IRELAND GROUP PLC — Investor Relations & Filings

Ticker · WHI ISIN · GB0009241885 LEI · 213800HB9TO5O4WD6S66 IL Financial and insurance activities
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Filings indexed 427 across all filing types
Latest filing 2020-12-23 Major Shareholding Noti…
Country GB United Kingdom
Listing IL WHI

About W.H. IRELAND GROUP PLC

https://www.whirelandplc.com/

W.H. Ireland Group PLC is a financial services firm providing wealth management and corporate broking services. The Wealth Management division offers personalized financial planning, bespoke investment management, and wealth advisory services to private clients. It develops tailored strategies for savings, investment, retirement, and wealth transfer, utilizing both proprietary model portfolios and third-party solutions. The firm emphasizes a personalized approach with ongoing monitoring and reviews to align with client objectives. The Corporate and Institutional Broking division provides financial advisory services to corporate clients.

Recent filings

Filing Released Lang Actions
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly labeled as an 'RNS Number' notification from 'W.H. Ireland Group PLC' dated '23 December 2020'. The form title is 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership thresholds. This directly corresponds to the definition for Major Shareholding Notification (MRQ). Although it is distributed via RNS, the content is specific enough to warrant the MRQ classification over the general RNS fallback.
2020-12-23 English
Completion of Acquisition
M&A Activity Classification · 99% confidence The document is identified by the 'RNS Number' header and explicitly states, 'This information is provided by RNS, the news service of the London Stock Exchange.' The content announces the 'Completion of Acquisition' of Harpsden Wealth Management Limited, which is a material corporate event. Since this is a general regulatory announcement distributed via the RNS system and does not fit neatly into specific categories like M&A Activity (TAR) which usually involves detailed terms or a formal offer, or Capital/Financing Update (CAP), the most appropriate classification is the general regulatory filing category, RNS. The document length is short (2418 chars), suggesting it is an announcement rather than a comprehensive report.
2020-12-23 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is clearly identified by the 'RNS Number' header and contains the standard formatting for a regulatory notification disseminated via RNS (Regulatory News Service). Specifically, the form title is 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership, which directly corresponds to the definition of Major Shareholding Notification (MRQ). The content details the percentage change in voting rights (crossing a threshold from 14.17% to 11.08%) for OCEANWOOD CAPITAL MANAGEMENT LLP regarding W.H. IRELAND GROUP PLC.
2020-12-22 English
Group of companies' accounts made up to 2020-03-31
Regulatory Filings
2020-12-21 English
Result of General Meeting and Total Voting Rights
AGM Information Classification · 99% confidence The document is identified by the RNS Number header and contains information typical of a regulatory news service announcement from the London Stock Exchange. The content explicitly states the 'Result of General Meeting' and confirms that 'all resolutions were duly approved.' It also details the resulting change in 'Total Voting Rights' following the allotment of new shares. This announcement is a formal regulatory disclosure regarding the outcome of a shareholder vote, which aligns best with the Declaration of Voting Results & Voting Rights Announcements (DVA). Although it is an RNS filing, DVA is more specific to the content than the general RNS fallback.
2020-12-18 English
Result of Placing and Notice of General Meeting
Regulatory Filings Classification · 98% confidence The document is an RNS announcement (indicated by 'RNS Number : 9196G' and the RNS footer) dated November 30, 2020. The content primarily details the 'Result of Placing' (raising £5.3 million via new shares), notes that this requires shareholder approval via a 'Notice of General Meeting', and includes detailed 'PDMR Notification' tables showing transactions by directors (Phillip Shelley, Phillip Wale, etc.) subscribing to placing shares. The presence of PDMR notifications (insider trades) strongly points towards Director's Dealing (DIRS). However, the core purpose of the announcement is to report on the capital raising (Placing) and the related director participation, which is a form of capital/financing update (CAP) that triggers insider reporting requirements. Since the document explicitly details director transactions related to a capital raise, and includes the PDMR notification structure, it covers both CAP and DIRS. Given the explicit tables detailing director share transactions ('Details of the person discharging managerial responsibilities'), the most specific classification covering the insider transaction aspect is Director's Dealing (DIRS). Furthermore, the document explicitly mentions 'PDMR Notification' and details director subscriptions in the placing, which falls under insider trading reports, aligning best with DIRS, although it also announces a capital change (CAP). Since the director transaction details are extensive and explicitly called out, DIRS is a strong fit, but the context is a capital raise. Let's re-evaluate the definitions. DIRS is for 'Report of personal share transactions by company directors and executives (insider trades)'. CAP is for 'Updates on company fundraising, financing activities, or capital structure changes'. This document is both. However, the structure heavily features the PDMR notification tables, which are the regulatory requirement for director trades. Given the dual nature, and the fact that the capital raise is conditional on shareholder approval (requiring a GM), the document serves as a comprehensive announcement covering the financing event and the required insider disclosures. Since the document is a full announcement (not just a link to a report) and details specific director transactions, DIRS is highly appropriate. If we must choose one, the explicit reporting of director transactions (PDMR) makes DIRS the most precise fit for the detailed tables provided, even though it's tied to a capital raise.
2020-11-30 English

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