Since our formation in 2000, Whitman has successfully helped many people just like you to grow their money with high certainty
Founded by Yap Ming Hui in 2000, Whitman Independent Advisors is a pioneer in personalised wealth management in Malaysia. Licensed by the Securities Commission and regulated by Bank Negara Malaysia, Whitman set out to innovate the financial services industry with its fee-charging wealth management model before such licenses were even introduced.
Unlike traditional institutions that push generic products, Whitman offers customised wealth management based on in-depth financial assessments, helping individuals achieve their financial goals.
In its early years, Whitman primarily served high-net-worth clients, including influential PLC owners, through its Multi-Client Family Office services, inspired by the ‘Family Office’ concept used by figures like Rockefeller and Carnegie in the US.
However, an encounter with a single mother marked a turning point, inspiring Whitman to expand its services to the middle-class market. Yap recognised an opportunity to shape a future where the majority of Malaysians, guided by fee-charging wealth management advisors, could avoid costly financial errors, optimise their assets, and increase their chances of achieving financial freedom.
To be the most trusted and leading provider of independent financial advisory service in Malaysia.
We guide our clients to achieve financial freedom and become wealthy by optimising their money.
- Client’s financial success is our top priority.
- Treat our employees with respect and provide them with opportunities to learn and grow.
- Integrity and Honesty.
- Always innovate to improve our process and quality.
- Courage and perseverance to overcome challenges.
Over the years, Yap has been instrumental in educating thousands of Malaysians on the importance of engaging a personalised wealth management advisor to optimise their financial wealth.
Today, Whitman manages over RM3 billion in clients’ wealth and remains a trusted partner for a diverse client base, some of whom have been with the company since its inception.
Yap Ming Hui is the nation’s leading authority on holistic wealth management.
Advisors are guided by an advisory model developed by our founder, Yap Ming Hui. This ensures the consistency in the quality of the advice given by our team of holistic wealth management practitioners.