North Capital is an independent Private Investment
Office located in Edinburgh. We are specialist advisers
to a small number of wealthy individuals and families
across the UK and overseas.
Services
portfolios to reflect their ambitions, risk appetite and liquidity requirements. We invest
across a wide range of asset classes and our independent approach means we are not
beholden to any one investment manager.
We have a range of discretionary portfolios at our disposal, which typically form the
bedrock of a client’s liquid asset base. However, our clients’ wealth profiles and extended
investment horizons often provide the opportunity to consider investments in
alternative or less liquid assets such as Hedge Funds, Private Equity and Real Estate.
proposition and at its core, focuses on inter-generational wealth planning, asset protection
and insurance. This is regularly reviewed and typically spans the generations.
We are experienced at structuring portfolios which are efficient in terms of risk, liquidity
and tax. We are familiar with cross-jurisdictional issues and work alongside existing tax
advisers, introducing specialists where necessary, to create strategies relevant for today and
future generations.
management strategies, portfolio lending, foreign exchange and structured deposits.
Through our established network, we can also provide introductions to specialist advisers
in corporate finance and structured credit, when required.
managers and banks. Our reporting service helps to consolidate these relationships to
enable comprehensive and continuous evaluation of overall performance, asset allocation
and total wealth.
All of our team at North Capital are focused on providing an exceptional level of service to our clients. We have a shared vision and values that align our objectives with those of our clients. Our team of client advisers, wealth planners and investment professionals are dedicated to making our clients the focus of everything we do and achieve.