Ptarmigan Capital

Co-founder overseeing client portfolios and relationships. Previously a Director at Waverton Investment Management, he created the award-winning Why Invest? podcast and was named in the PAM Top 40 Under 40 in 2021.

Co-founder of Ptarmigan Capital responsible for client relationships and growth. A former Army officer in the Light Dragoons, he began his finance career at JPMorgan and later worked at Credit Suisse and HBS London before co-founding the firm in 2023.

Compliance consultant who previously held head of compliance and head of anti-money laundering roles at the firm. He has over 30 years in law and compliance, including at Merrill Lynch and Morgan Stanley, and is admitted to the New York and Connecticut bars.

Joined in 2024 as a Senior Portfolio Manager, managing client portfolios and supporting the investment process. He previously spent seven years at Ruffer LLP and is a CFA charterholder.

Group CFO of family-owned property company UK Land and a chartered accountant trained at Grant Thornton. He previously worked at Waverton alongside Charles Jones and Douglas Barnett, and joined the Ptarmigan board in November 2024.

Advisory board member with over 45 years across commercial, charity and public sectors, currently a senior adviser at Evercore and Chair of The City of London Investment Trust. He served as Chair of Historic England and as Independent Adviser to the Prime Minister on Ministerial Standards.

Advisory board member with over 40 years in institutional asset management and family office advisory, having held senior roles at Deutsche Asset Management, Spencer House Capital Management and Waverton.

Advisory board member and commercial barrister at 4 Stone Buildings, appointed King's Counsel in 2014. He served as a board member and later Chairman of the Charity Commission.

Co-founder of Geneva-based multi-family office HBS SA and a former Senior Banker and executive at BNP Paribas (Suisse). He serves as a director and strategic advisor to several families.

Joined in 2025 to manage the Ptarmigan Global Equity Fund and support the investment process. He spent 10 years at Waverton Investment Management managing its Global Equity Fund and is a CFA charterholder.

Joined in 2025 to lead the firm's compliance function. She has 15 years' experience across front office, legal and compliance, including eight years at Ruffer LLP as a Compliance Analyst.

Advisory board member and consultant to hedge funds and asset managers. He was a fund manager at Waverton running its Asia-Pacific Fund and previously a director at Active Capital Management.

Sam Shah is a Strategic Advisor at Better Lives Foundation, working with clients on Financial Life Planning across stages including wealth accumulation, retirement, estate planning, and life transitions such as divorce or inheritance. Shah holds Chartered Financial Planner status with the CII and Certified Financial Planner status with the CISI, and is a Registered Life Planner under the Kinder Institute of Life Planning.

Founding partner of NZEP and an independent director/chairman of numerous New Zealand businesses, with over 40 years of experience working with more than 400 companies across the US, Latin America, Asia, Australia and New Zealand.