Private Clients

We listen and are curious

At Whitman, we strive to understand your objectives, so that we can provide the appropriate service, tailored to your needs.

Unlike many other firms, our clients benefit from direct and regular contact with our expert team of investment managers. This allows us to get to know you and ensures that a relationship built on trust is fostered.

We manage investments for private clients, companies, trusts, SIPPs, ISAs and offshore bonds.

We offer two services:

DISCRETIONARY PORTFOLIO SERVICE​

We offer a personalised investment service, meaning that portfolios can be managed based on your objectives and risk profile. Our investment managers pride themselves on making the investment decisions that matter to you.

EXECUTION ONLY SERVICE​

We listen to your requirements and instructions and undertake your requested transactions on your behalf. Individual investors will be solely responsible for the selection of investments they instruct us to deal.