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What is HOLISTIC Wealth Management?

 

Wealth management service is normally offered by the banks to their priority, premier, privilege or private banking clients. The promise is to help the clients to grow their money.

Unfortunately, current wealth management providers only take care of a portion of the client’s total wealth in their bank. It is actually a segmental wealth management. Therefore, despite its promise to help the client to grow wealth, it benefits are limited by not having the big picture of the client’s financial assets.

In Whitman, we do wealth management differently. We offer HOLISTIC wealth management that take cares of the entire wealth of a client. By doing so, we can reduce unnecessary risk exposure. We are also able to increase return potential of client’s various investment assets. In short, we help the client to grow every part of his wealth.

It is proven effective in helping the client to grow their money with high certainty.

As you can see from the following chart, HOLISTIC wealth management has additional 3 steps compared to current wealth management namely holistic financial planning, cash-flow management and strategic asset allocation. This 3 steps are very useful in helping a wealth manager to understand the client’s unique financial position, develop a holistic investment plan and outline tailor-made action plan before making investment recommendations. This is very important in helping the client to grow their money with high certainty.

Without these 3 steps, it is very difficult to recommend the right investments to a client and the result will be very uncertain.

In short, HOLISTIC wealth management is what you need if you are serious in growing your money.

 

    

 

 

Whitman offers 6 core services:

  • Family Office Service
  • Money Optimisation Service
  • iWealth+ Service
  • Holistic Investment Management (HIM) Service
  • Liquid Investment Management (LIM) Service
  • Unit Trust Portfolio (UPO) Service

 

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.

The Family Office service identifies your unique needs and develops a strategic plan for your personal wealth. We then bring together a consortium of specialists, all leaders in their respective professional fields, to execute and manage your strategic plan. With the support of Family Office, you can make clearer judgments, choose better options and implement more effective actions.

Money Optimisation Service

Modeled 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 of 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.

Whitman is not tied to any financial institutions, enabling us to assist you in selecting the investments that match your best interests. We have no reservations on “removing” any investment manager that fails to perform to our high level of expectation.

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