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How many areas of holistic wealth management do you currently take into consideration to grow your wealth?
Whitman® is designed and developed to function as fully integrated, comprehensive and proactive service /solution for individuals and families with an asset net worth in excess of RM 20 million.
Modelled after Family Office, this service is suitable for middle class clients with less than RM 20 million of assets. We will work closely with you to grow your personal wealth with high certainty.
Holistic Investment Management service for clients who needs support to effectively and efficiently monitor and manage their investments. The objective is to assist you in restructuring your current investment portfolio and aligning your investments with your life goals, risk tolerance and target return.