Not every finance career starts on the front line. William Davies spent five years as an officer in the Light Dragoons, completing two operational tours of Afghanistan, before turning to the world of private wealth. In this episode he joins us to talk about that journey and what it taught him about trust, discipline, and looking after clients.
William built his financial career at JPMorgan, Credit Suisse, and HBS London before co-founding Ptarmigan Capital in 2023. Today he leads the firm's client relationships and growth, drawing on more than a decade of experience working with private clients across the full breadth of their affairs. He's PCIAM qualified and brings a distinctive perspective to how modern wealth should be managed.
It's a compelling founder story and a thoughtful conversation for anyone interested in private client advice and the people behind it.