Welcome to
North Capital

Investment. Illuminated.

Welcome to
North Capital

Investment. Illuminated.
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.

Overview

Multi-Family

We cater for the investment needs of a select number of families and individuals.
Often, but not exclusively, our family clients tend to be led by an individual whose
entrepreneurial activities have resulted in a significant capital and asset base. This person
typically has a broad understanding of the entirety of their asset base, how it is structured
and where it is invested.

It is not always the case that this knowledge or interest is shared by wider family members.
In this instance, clients take comfort that they have a highly experienced central point of
contact who not only has an in-depth understanding of the family’s overall wealth, but can
also work to develop the next generation’s financial and investment literacy, in preparation
for receiving or inheriting significant wealth.

Independent

We are independent in the delivery of our advice and are not bound by the views,
products or services of any one investment house.

North Capital is privately owned by its employees, with no external shareholder influences.

Investment

North Capital blends the high service levels and personalised approach of a Private
Investment Office with the global research, investment expertise and security offered by
our partner private banks and fund managers. We bring clients the benefits of both big
and boutique, in terms of the partners we work with and the differentiated investment
opportunities that we are able to consider.

Using our proprietary capabilities and through established relationships with leading
investment managers and banks, we can deliver cost-effective and comprehensive cash
and investment management services, lending, foreign exchange and wealth structuring
advice to our clients.

Office

We help our clients manage multiple professional relationships including investment
management, banking, legal and tax to ensure that all advisers are coordinated and
aligned with our clients’ requirements.

Services

Our recommendations are the product of time spent with clients designing investment
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.

Our ongoing personalised wealth structuring service is an integral part of North Capital’s
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.

In addition to investment management services, we advise on and provide access to cash
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.

Many of our clients hold assets privately as well as across multiple custodians, investment
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.

Brian O’Connor

Chief Executive Officer

Angus Jack

Founder & Head of Clients

George Renouf

Chief Operating Officer

Andrew Spence

Head of Aspen

Christian Poziemski

Head Of Wealth Planning

Katy Forbes

Chief Investment Officer

Hamish Macpherson

Client Adviser 

Connor Davidson

Senior Investment Analyst

Charlie Fletcher

Associate Advisor

Mark Little

Consultant

Alastair Macleod

Investment Consultant

Georg Reutter

Hedge Fund Consultant

Miki Fairfax

Real Estate Consultant

John Begg

Compliance Consultant

Jack Anderson

Operations and Finance Manager

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.

Brian O’Connor

Chief Executive Officer

Angus Jack

Founder & Head of Clients

George Renouf

Chief Operating Officer

Andrew Spence

Head of Aspen

Christian Poziemski

Head Of Wealth Planning

Katy Forbes

Chief Investment Officer

Hamish Macpherson

Client Adviser 

Connor Davidson

Senior Investment Analyst

Charlie Fletcher

Associate Advisor

Mark Little

Consultant

Alastair Macleod

Investment Consultant

Georg Reutter

Hedge Fund Consultant

Miki Fairfax

Real Estate Consultant

John Begg

Compliance Consultant

Jack Anderson

Operations and Finance Manager

Publications