Whitman Asset Management

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Company description

Whitman Asset Management is an entirely independent discretionary investment management business that is privately owned by employees and several entrepreneurial external shareholders. Whitman advocate a traditional approach to client relationships with an emphasis on personal service combined with a modern approach to investment management. We offer a personalised discretionary portfolio service with a bias towards global equities within a multi-asset class framework. In addition, we have a top ranked AIM/IHT portfolio service managed by an experienced team with a proven track record. For investors that like to make their own investment decisions we have a committed execution only desk.

Whitman know that investment management is only one part of the puzzle and we strive to work with likeminded professionals to provide the best outcome for clients. We are committed to being investment led and have no internal financial planning arm. Unlike the increasingly monolithic investment management industry we want to remain focused on service and investment performance.  

Services available

  • Personalised Discretionary Investment Management 
  • AIM/IHT Service 
  • Execution Only Service 

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