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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.

Holistic Investment Management

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.