Private Client Investment Management

Whitman launched the Private Clients division in the Summer of 2020, to manage investments for private clients, trusts, charities, SIPPs, offshore bonds and companies.
discretionary portfolio service

DISCRETIONARY PORTFOLIO SERVICE

Whitman offers a personalised investment service for portfolios to be managed in line with individual investment objectives of a client and their risk profile. The investments are specifically tailored to meet the needs of the underlying client.

execution only service

EXECUTION ONLY SERVICE

Whitman offers an execution only service and will undertake transactions when specific instructions are received from clients. Individual investors will be solely responsible for the selection of the investments in which they instruct us to deal.

We employ a robust and detailed approach to investing assets, which is underpinned by the following principles;

Contact Us

Please get in touch by calling 0207 8467460 or filling in the form below:
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