Private Client Investment Management
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
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.