We are an employee-owned boutique investment manager delivering highly personalised solutions for private clients.

Bespoke Portfolios

Individually tailored portfolios aligned to each client’s objectives and constraints.

Focused Relationships

A deliberately small client list per portfolio manager ensures collaborative, responsive, and personal relationships.

Aligned Economics

Clients directly benefit when the firm succeeds.

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Clients

We serve individuals, families, and trustees who require more than an off-the-shelf solution. Ptarmigan offers these clients discretion and tailored support.

Differentiators

By limiting our client-to-manager ratio, we foster strong relationships with our clients allowing us to offer a tailored, engaged and attentive service. Our employee-owned structure enhances accountability and promotes long-term stewardship in managing your investments, and when the firm succeeds, we offer a profit share with our clients, reinforcing alignment and trust.

Philosophy

We combine disciplined investment thinking, hands-on service, and a culture that empowers experienced portfolio managers to act decisively and independently on behalf of clients.

Excelling

We pursue excellence in investment, service and administration.

Enabling

We approach problems with a "yes, if" mindset to unlock pragmatic solutions for clients.

Free-Thinking

We are empowered to make independent, conviction-led decisions.

Services

Our Private Investment Office encompasses fully bespoke investment management and related services. For clients who wish to invest with us but who do not need a bespoke offering, we manage a Global Equity Fund which follows our principal equity strategy.

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.

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Fund Management

For clients and external investors who don't need a bespoke investment solution, 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.