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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.

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.