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Insights on What’s Important

Investing vs. Holistic Wealth Management –
Where do you want to be?

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Don’t focus on Investment Return; Focus on Net Worth Return

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How to gain 60% to 180% Extra Wealth With High Certainty?

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An Average Middle Class Stands To Lose RM1.5M to RM3.0M

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Insights on What’s Important

Investing vs. Holistic Wealth Management – Where do you want to be?

Read More

Don’t focus on Investment Return; Focus on Net Worth Return

Read More

How to gain 60% to 180% Extra Wealth With High Certainty?

Read More

An Average Middle Class Stands
To Lose RM1.5M to RM3.0M

Read More

8 Areas of Holistic Wealth Management

How many areas of holistic wealth management do you currently take into consideration to grow your wealth?

Our Services

Family Office Service

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.

Money Optimisation Service

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.

iWealth+ Service

Modelled after Money Optimisation Service, this service is suitable for individuals with less than RM2 million of assets. Under this service, we offer professional step by step guide to achieve financial freedom using mobile internet platform.

For more details about iWealth, please visit https://iwealth.com.my

Holistic Investment Management (HIM) Service

Whitman has developed the 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 using our proprietary Strategic Asset Allocation tool. Whitman shall also support you by regularly monitoring and managing your investments while provide guidance on selecting the best-of -breed investments for your investment portfolio.

Liquid Investment Management (LIM) Service

Whitman has developed the Liquid Investment Management service for clients who needs support to effectively and efficiently monitor and manage their liquid investments (excluding the property investments). The objective is to assist you in restructuring your current liquid investment portfolio and aligning your investments with your life goals, risk tolerance and target return using our proprietary Strategic Asset Allocation tool. Whitman shall also support you by regularly monitoring and managing your liquid investments while provide guidance on selecting the best-of -breed investments for your investment portfolio.

Unit Trust Portfolio Optimisation (UPO) Service

This service helps the client to develop a tailor-made and optimum unit trust investment portfolio to achieve your target ROI. Based on different risk profile of a client, Whitman will construct an investment portfolio by selecting only the best of breed funds available across different funds houses. As and when required, we will make recommendations to protect and enhance the portfolio performance.