With over 20 years of expertise, our proprietary Holistic Wealth Management advisory system optimises every aspect of your wealth.
Malaysia’s pioneer and leading personalised wealth management firm since 2000
21 staff and 76 associates including Yap Ming Hui
We advise on RM3.71B worth of clients’ wealth (as of 31 Dec 2022)
We keep your best interests at the forefront of every decision. Our team of experienced and qualified advisors is committed to providing you with personalised service and support that you genuinely deserve, for the long haul.
We are licensed by the Securities Commission Malaysia and approved by Bank Negara Malaysia
License No. CMSL/A0165/2007
We protect your details through strict standards and policies
By adhering to SRB standards, we actively position your investments for long-term growth while safeguarding it from unnecessary risk exposure
Safe (S)
We use a stringent selection process to identify investments that are safe, including regulatory compliance, third-party custody, clear assets, and regulated providers
Always Rises in the Long-Term (R)
We assist you in building a globally diversified portfolio that ensures the long-term growth of your assets
Best of Breed (B)
Whitman carefully chooses the best-of-breed investments in each asset class to offer you the most optimal and high-quality investment options
Your wealth is personal, and that’s where we come in. Our experienced wealth management advisors can help you get from where you are to where you want to be.
