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. Download our brochure here.
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.
We employ a robust and detailed approach to investing assets, which is underpinned by the following principles;
- Client led and outcome focused
- Active and pioneering
- Global and diversified
Contact Us
Please get in touch by calling 020 3709 7259 or filling in the form below: