Whitetip Investments is a regulated investment firm providing a comprehensive range of financial and advisory services to retail and professional clients. The firm’s core business areas include portfolio management, investment advisory, brokerage, investment banking, and concierge trading services. All operations are carried out within a robust governance and compliance framework that ensures transparency and adherence to applicable regulations.

Core Business Activities
Brokerage and Execution
The firm’s brokerage operations provide access to a wide range of financial instruments across global markets. Execution processes are designed to ensure efficiency, transparency, and compliance with best execution requirements.
Concierge Trading
The Concierge Trading Service caters to professional and high-net-worth clients requiring a more tailored and confidential trading experience. Clients benefit from direct access to senior market professionals, dedicated execution support, and selective investment opportunities.

Portfolio Management and Investment Advisory
Whitetip Investments provides discretionary and non-discretionary portfolio management services tailored to each client’s financial objectives, risk profile, and investment horizon.
The investment advisory function offers personalized recommendations and ongoing guidance to clients seeking professional support in asset allocation, diversification, and capital preservation.
Investment Banking and Corporate Advisory
Whitetip Investments supports corporate and institutional clients with specialized financial solutions, including capital raising, M&A advisory, and restructuring support.

Regulatory and Compliance Framework
Whitetip Investments operates in accordance with the principles and requirements of European financial regulation, including MiFID II, AMLD, and DORA. The firm maintains comprehensive internal policies for governance, risk management, and compliance oversight, ensuring all activities meet the highest standards of integrity and accountability.
Ethics and Client Relations
Client relationships are built on trust and consistent communication. All information provided to clients is clear, accurate, and compliant with disclosure obligations. The firm’s objective is to foster long-term partnerships by delivering reliable, well-governed, and transparent investment services.

Conclusion
Whitetip Investments combines technical expertise, disciplined risk management, and a strong compliance culture to deliver credible investment services. Through its structured governance, professional integrity, and client-focused approach, the firm upholds the principles of sound financial management and market transparency across all its activities.