Private Wealth Management Services
Investment management can be homogenised, costly and ineffective. With services designed for individuals and families seeking truly fit-for-purpose investment management, your needs are central to our transparent, and technology-enabled approach.
The Ptarmigan Advantage
Our approach is differentiated in a number of ways.
1
Personal
Since we have a limited client-to-manager ratio, we have a close relationship with every client.
2
Autonomous
We manage your assets uninfluenced by the demands of external stakeholders or ‘large corporate’ parent companies
3
Technology
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.
Our Tailored Solutions
Investment Management
A bespoke, discretionary approach puts your goals at the forefront of every decision. Your personal objectives are not swept in with those of hundreds of other ‘similar’ investors, and the manager who makes the decisions is accountable to you.
Private Office
The administration and coordination of wealth is often complex, especially when it comes to family investment operations. Saving you time and providing peace of mind with regular, consolidated reports, we work with inter-network specialists to coordinate your wealth administration.
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.
Understanding Your Financial Journey
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.
Flexibility & 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.
Transparency & Reduced Costs
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.
Contact Us
If you’re a professional, entrepreneur, or in need of family wealth management services, speak to one of our experts today.