WAM goes to
great lengths thoroughly
to understand our clients
and manages their
assets according to their
and their family’s
individual needs

Following the sale of the Whitley family’s shareholding in the regional brewery, Greenall Whitley PLC, in 1990, Edward Whitley and his family struggled to find good asset management service in London. In response to the rather complacent, expensive and mediocre service he was offered, Edward believed that he could do a better job of managing his own assets - which he did successfully for 10 years.

Recognising that other investors were similarly disappointed with traditional investment houses, Edward set up Whitley Asset Management in 2002 in order to provide asset management services to a small number of individuals. These are clients with substantial assets, but who otherwise might struggle to find a specialist financial service, dedication and value for money in the traditional investment world. In order to avoid the conflict of interest of managing family assets alongside client assets, WAM only manages third party client assets.

Assets under management have grown steadily over the past ten years, during which time WAM has retained its focus on providing an excellent standard of service to our clients. WAM goes to great lengths thoroughly to understand our clients and manages their assets according to their and their family’s individual needs.

Today, WAM looks after a variety of clients. Some have sold some or all of their shareholdings in a family-led business, others have inherited capital. Whatever their background, WAM takes responsibility for organising and implementing an investment strategy which treats their capital as irreplaceable and focuses upon the long-term benefit of capital for future generations.