Our Services
At our heart, we work to build deep and lasting connections with our clients and their families, becoming a trusted partner in the management of their financial affairs and their first port of call for any questions or concerns. We provide Discretionary Investment Management and Private Office services.
Our Tailored Solutions
Private Investment Office
We provide discretionary investment management services to a small number of private individuals and families. A limit of 20 clients per portfolio manager and a specialist in-house investment research team allows us to build truly bespoke portfolios to meet your objectives. We can also provide ancillary services more commonly found in a family office.
Fund Management
We manage the Ptarmigan Global Equity Fund, a concentrated portfolio of between 25 and 30 of our highest conviction global equity investments. We own both ‘growth’ and ‘value’ stocks as well as ‘cyclical’ and ‘defensive’ stocks to create an “all weather” portfolio which aims to deliver long-term capital growth for our investors.
Personalised
Portfolios
We focus on direct stock market holdings simply because we believe they’re the most transparent, alpha-generating investment solution. Maximising performance potential through investing in equity while lowering investor costs, we work to maximise your return as a shareholder with a highly effective, tried and tested model.
Discretionary Investment Management
As your wealth grows, so too do your commitments and administrative burdens. This means you often don’t have the time to devote to maintaining a well-structured investment portfolio.
At Ptarmigan Capital, we remove the difficulties of doing it yourself via our tailored, discretionary approach.
Your Dedicated Partner
At Ptarmigan, we’re proud of our close relationships with our clients. Providing a truly personalised service, our portfolio managers work with a maximum of 20 clients.
This affords us the flexibility to tightly monitor and act with speed, from a place of complete familiarity with your specific situation.
Contact Us
If you’re a professional, entrepreneur, or in need of family investment management services, speak to one of our experts today.