Business Updates

In this episode we are joined by William Davies, Co-Founder and CEO of Ptarmigan Capital. We discuss: His background, how he started his investment career; Why we started Ptarmigan Capital; The vision for the business and investment philosophy; The key differentiators of the company

We are delighted that Tommy Faber has joined Ptarmigan Capital to lead manage the Ptarmigan Global Equity Fund which will launch on 1 September 2025. Tommy previously managed the Waverton Global Equity Fund with Charlie Jones. Family office hires ex-Waverton colleague for global fund launch TheWealthNet - New MFO launches global equity fund

We are delighted that Victoria Moffatt has joined us as a Compliance and Operations Officer. Victoria previously worked at Ruffer as a Compliance Analyst leaving in 2022. She spent a total of eight years with the firm, having initially joined as an Investment Assistant. She has been on a career break since leaving Ruffer, spending her time backpacking through South East Asia, At Ptarmigan Capital, she will work alongside Andrew Case to help the boutique build out its privat

We are delighted that Ed Roe, CFA has joined us as a Senior Portfolio Manager. He previously worked at Ruffer LLP where he was an investment manager. He will be working closely with Charlie Jones, our Chief Investment Officer.

A superb platform which we highly recommend, thank you Wize by Teamwork for all your help so far! The full article can be found here: CUSTOMER-SUCCESS-STORY_Ptarmigan-Capital.pdf ( wize.net )

Thank you Katie Royals for your article on our business in TheWealthNet! TheWealthNet - Experienced trio launches boutique wealth firm ( paminsight.com )