The Ptarmigan Approach
Ptarmigan Capital was founded to deliver institutional stability in a rapidly consolidating industry. Our governance structure and investment approach is designed to better align staff, clients and shareholders.
The Ptarmigan Advantage
1
Employee-controlled
We manage your assets uninfluenced by the demands of external stakeholders, and have committed to rebate a percentage of our profits to clients if our operating margin exceeds 25%.
2
Limits on clients per Manager
We limit the number of clients per manager to 20 to ensure staff have time to provide a bespoke client service.
3
Empowered staff
Portfolio managers have the freedom to build bespoke portfolios so that your portfolio meets your needs, not ours.
4
Investment-led
We have an experienced in-house investment team to perform independent research linked to your objectives. This also means you pay minimal third party product charges.
5
Flexible
We use a state-of-the-art portfolio management system which allows us to respond nimbly to your needs.
6
Transparent
We build portfolios from single line stocks and bonds so that you can see exactly what you own and why. We avoid complex structures whenever a simpler approach would suffice.
Who We Serve
We serve individuals, families and trusts, including entrepreneurs and financial professionals.
Contact Us
If you’re a professional, entrepreneur, or in need of family investment management services, speak to one of our experts today.