The Ptarmigan Approach
An employee-owned investment manager, our approach is built around our clients.
To help you make the most of your wealth both now and in the future, we do things differently to traditional, externally-owned wealth managers.
The Ptarmigan Advantage
Our approach is differentiated in a number of ways.
1
Aligned
We manage your assets uninfluenced by the demands of external stakeholders or ‘large corporate’ parent companies.
2
Transparent
The management of your wealth is facilitated by end-to-end technology that allows for comprehensive monitoring of risk, speed of execution, and transparency of reporting.
3
Personal
Since we have a limited client-to-manager ratio, we have a close relationship with every client.
Combining Technology With Transparency
Investment in technology is at the heart of our organisation. With fully interconnected systems that allow for smooth, efficient and return-generating investment management, our technology supports the management of your capital.
Direct And Effective Strategies
Using directly invested global equity portfolios, we can be flexible and base decisions on your specific requirements. This means factoring in your goals, constraints, and circumstances to build an investment strategy from carefully identified opportunities.
Restoring The Personal Touch
We limit ourselves to 20 clients per portfolio manager. This means that we can dedicate more time to you personally. The result is deep understanding and synchronicity with your specific situation.
By sharing profits with our clients and limiting external shareholders, we’re fully aligned with you, costs are reduced, accountability maximised, and a truly bespoke service provided.
Contact Ptarmigan Capital
We’d love to hear from you and help you reach your financial goals. To speak to a member of our team, fill in the form below and we will contact you to schedule a consultation.