Whitman is an investment business with a difference

We focus on building deep, lasting relationships and delivering solutions tailored to each client’s unique goals

PRIVATE CLIENTS

We manage investments held by individuals, companies, trusts and pensions on a multi-asset and global basis.

We execute trades on behalf of clients who wish to make their own investment decisions.

We aim to achieve long term capital growth by investing in growing UK smaller companies.

We offer investors access to AIM-listed growth companies that benefit from Inheritance Tax relief after two years.