Dedicated to the provision of excellent service, objective analysis and value for money

Welcome to Whitley Asset Management

Whitley Asset Management is a privately owned wealth management firm, which specialises in designing and taking overall responsibility for the investment strategy of our clients. Our clients are wealthy individuals and families, charitable trusts and endowments. Assets under discretionary and advisory management exceed £1 billion.

We are dedicated to the provision of excellent service, objective analysis and value for money. We believe that superior investment performance is rooted in these three disciplines. For more information about Whitley Asset Management and the services we offer, please contact us.

Thank you. I attend quite a few trustee meetings where the investment manager ‘presents’ and I am bound to say that you are the best.

WAM Client Advisor

It is the clearest explanation of the Trust portfolio positioning and performance that I have heard.

WAM Client Trustee