Execution Only Service

Make your own decisions

Whitman recognise that clients occasionally like to make their own investment decisions, as well as hold positions in companies that they might have worked for, or that they invested in pre-IPO. Clients therefore have the option to select an Execution Only portfolio alongside their discretionary managed portfolios.

We want clients to be actively engaged and the Execution Only desk at Whitman allows clients direct access to the markets to pursue their own ideas.

Our premium service offers clients:

Direct access to our experienced dealing team, headed by Andy Stevens

General market updates around specific interests you may have in stocks and sectors

Price improvement by virtue of relationships with market makers

High touch execution in global stocks, investment trusts and in UK smaller companies where we have a specialisation

Daily 'Whitman Express', our morning note containing market and stock news

Potential for appropriate participants to participate in UK IPOs and other special situations

Online portal with performance analysis and tax information where applicable

A clear charging structure that reflects the likely transaction profile of the account

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