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Fund Management Companies

Whitman Asset Management

Whitman Asset Management is a fund management company based in London, England. They offer a range of financial services to their clients.

Introduction to Whitman Asset Management

Whitman Asset Management is a fund management company based in London, England. Established in 2002, the company has extensive experience in providing financial services to clients. The company prides itself on its personalized approach to financial planning and investment management, tailoring its services to meet individual client needs.

Services & products

Whitman Asset Management offers a range of investment management services, including portfolio management, risk management, and financial planning. The company provides its clients with access to a variety of investment products, including equities, fixed income, and alternative investments.

Location

Whitman Asset Management is located in the heart of London, in the upscale neighborhood of Manchester Square. The surrounding area is known for its luxury shopping and dining options, as well as its historical architecture. The closest public transportation options are Bond Street Station (0.2 miles), Marble Arch Station (0.4 miles), and Oxford Circus Station (0.5 miles).

Benefits

Whitman Asset Management stands out from other fund management companies with its commitment to personalized financial planning and investment management. The company's experienced team of professionals works closely with clients to understand their unique needs and develop tailored investment strategies.

Good to know

Clients should be aware that Whitman Asset Management is a boutique firm, meaning that it focuses on providing specialized services to a select group of clients. As a result, the company may not be the best fit for clients seeking a more generalized approach to financial planning and investment management.

Reviews

Customers consistently praise Whitman Asset Management for its personalized approach to financial planning and investment management. Clients appreciate the company's attention to detail and commitment to developing tailored investment strategies. Overall, Whitman Asset Management has a strong reputation for providing high-quality financial services to its clients.

Amenities

  • amenity
    financial advisor
  • amenity
    investment management
  • amenity
    asset management
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    risk management
  • amenity
    estate planning
  • amenity
    trust services
  • amenity
    financial planning
  • amenity
    wealth management
  • amenity
    portfolio management
  • amenity
    custody services

FAQ

How long has your company been in the fund management industry?

We have been in the fund management industry for several years, and our team has extensive experience in managing various types of funds.

What types of funds do you specialize in managing?

We specialize in managing a variety of funds, including equity funds, fixed income funds, and multi-asset funds. Our team works closely with clients to assess their investment goals and develop tailored investment strategies.

What is your track record of delivering returns to investors?

We have a strong track record of delivering solid returns to our investors over the years. Our investment strategies are designed to generate consistent returns while managing risk effectively.

How do you ensure the security and confidentiality of my investments?

We take the security and confidentiality of our clients' investments very seriously. We have strict security protocols in place to protect client data, and we work with reputable custodians to ensure the safekeeping of client assets.

Can you provide references from current or past clients who have used your fund management services?

We would be happy to provide references from current or past clients who have used our fund management services. Please contact us directly for more information.