Discretionary Investment Management
By choosing Ptarmigan, you choose a partner; not a product provider.
Analysing, selecting, and monitoring investments on your behalf, our discretionary investment management service puts you at the centre and relieves the pressure of doing it yourself.
Our Investment Philosophy
We understand that discretionary investment management often comes with premium cost without the returns, or personalisation to justify that cost. We fuse fundamental analysis, long term company valuation, layered thinking, and awareness of bias, to produce our investable universe with conviction.
A Different Approach
Families and entrepreneurs face unique challenges in the world of investments. Unfortunately, these can be exacerbated by traditional investment managers who frequently offer rigid, standardised portfolios and have hundreds of clients vying for their attention. Throw in external pressure from owners and shareholders, this can reduce choice, and ultimately, progress.
Flexible & Results-Driven
We pride ourselves on a flexible approach and our portfolio managers are set up for success, via low client numbers per manager. Since we’re employee-owned, client centricity is inbuilt into every team member. Our approach is constructed to maximise the chances of success. We understand what constitutes good judgement in investing, and create those conditions for our portfolio managers.
Transparent & Reduced Cost
We invest from a rigorously researched list of transparent holdings instead of set, opaque products that have high management, commission, and product fees. Helping you save money, our technology is modern and nimble. Analysing your existing holdings against your overarching objectives, we create a portfolio that suits your needs and gives you a clear understanding of what you’re holding and why.
Tailored Investment Strategies
Your wealth is unique to you and your circumstances will always reflect your journey and life. As such, we believe your investment strategies should be the same, which is why every portfolio we implement is built around the specific goals of the client. We also work from a technology-enabled infrastructure that facilitates efficient and individualised investment management.
Transparent Investment Processes
Transparency is crucial for successful investment management and not only provides peace of mind but paints a clear picture of what’s happening with your portfolio. Our direct holding investment strategies remove the opacity of holding managed funds, as well as the additional layer of cost.
Why Choose Our Investment Management Service?
Dedicated And Efficient
Our team is dedicated to our clients and we always put your goals at the forefront of every decision. Drawing on years of experience in prominent institutions, and supported by nimble technology, we’re set up to deliver results.
Restoring The Personal Touch
With a maximum of 20 clients per manager, ours is a genuinely personal service. London is our base, but we work with high-net-worth clients across the UK to fulfil their financial objectives.
Meet Our London Investment Team
William Davies
Director and CEO
Charles Jones, CFA
Director and CIO
Douglas Barnett
Head of Investment Management
Edward Roe, CFA
Senior Portfolio Manager
Contact Us
Our team consists of specialists who are friendly and approachable. To find out how we can help you, don’t hesitate to get in touch.