Don’t Leave Your Wealth to Chance

With over 20 years of expertise, our proprietary Holistic Wealth Management advisory system optimises every aspect of your wealth.

Why Whitman
Business Overview

Malaysia’s pioneer and leading personalised wealth management firm since 2000


20 staff and 32 associates including Yap Ming Hui


We advise on RM4.09B worth of clients’ wealth (as of 31 Dec 2023)

Your Relationship with Our Independent Financial Advisors Matters to Us

We keep your best interests at the forefront of every decision. Our team of experienced and qualified independent financial advisors(IFA) is committed to providing you with personalised service and support that you genuinely deserve, for the long haul.

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We are licensed by the Securities Commission Malaysia and approved by Bank Negara Malaysia

License No. CMSL/A0165/2007

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We protect your details through strict standards and policies

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Strategic Risk Management to Safeguard Your Wealth

By adhering to SRB standards, we actively position your investments for long-term growth while safeguarding it from unnecessary risk exposure

Safe (S)
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)
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)
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

Talk to Us Today Without Obligation

Your wealth is personal, and that’s where we come in. Our experienced independent financial advisors can help you get from where you are to where you want to be.

Start a conversation with us
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