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.

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.

On 7th October, 2024, Whitley Asset Management was acquired by Cazenove Capital, part of Schroders Wealth Management.

Edward Whitley said “Combining excellent client service with impressive investment performance, Cazenove Capital shares the same ethos as us – and they also benefit from the depth and global breadth of Schroders. Our investment management approach is long-term and inter-generational, and I believe that our clients and our team will feel very at home within Cazenove Capital and that they and their subsequent generations will enjoy the long-term benefits that Cazenove Capital can provide.”

Please see the Cazenove news release here

The team will shortly move to the Cazenove Capital office. We look forward to continuing to look after our clients in our new home.