Our Services
As your family’s Chief Financial Officer (CFO), we take responsibility for the efficient management of your wealth – delivering centralised oversight, strategic coordination, and clear guidance.
With one of the lowest client-to-adviser ratios in the industry, your dedicated adviser and our wider team are always available when you need them.
Acting as your central point of contact, your adviser manages the relationship with you and your family, providing seamless access to our full range of services. We deliver a proactive, responsive service, dedicating meaningful time to the achievement of your priorities and ambitions as the investment, tax, and legal landscape evolves.
Wealth Planning
& Structuring
Discover
Starting with a comprehensive assessment of your financial position and priorities, we compile you and your family’s investments, properties, pensions and valuable assets into one consolidated view. This helps define what you have today and through understanding your ambitions and priorities, what you need and want for the future.
Analyse
Translating your goals into a tailored wealth strategy. We draw on deep technical internal and external expertise and a nuanced understanding of your aspirations to develop a personalised strategic plan. Evaluating your liquidity needs alongside a risk framework and tax consequences, we clearly illustrate how your wealth can be segmented using our CLE model
Propose
After thoughtful collaboration and refinement, we deliver a strategic plan that reflects your vision – along with clear steps to implementation and costings. We proceed only when you are fully confident and ready to approve the proposal.
Implement
To bring your plan to life, we take care of coordinating all the necessary steps – ensuring everything runs smoothly and with minimal effort on your part. This may include liaising with legal and tax advisers, arranging the setup of onshore or offshore banking and investment accounts for you and your family, and putting in place any insurances, tax wrappers, trusts, or investment structures outlined in your strategic plan.
Review & evolve
Since your goals and ambitions naturally evolve over time, we remain closely attuned – adapting your strategy to reflect both evolving aspirations and changing market conditions. What we build together is more than a financial plan. It is a lasting strategy that brings provides a vision for your lifetime and secures your legacy for generations to come.
Investment Management
Once a vision for your wealth is in place, we use a range of investment services to help achieve your long-term goals, operating across three types of investment management support
By delegating the management of your investments, you benefit from the experience of our in-house investment team, who dedicate their expertise and resources to protecting and growing your wealth.
Our full-service investment capability offers portfolios designed to meet your specific needs. Spanning low to high risk, these include global multi-asset ‘core’ portfolios alongside access to thematic ‘satellite’ investment opportunities.
Adopting an active approach to asset allocation within a disciplined framework, our team communicates with clarity and simplicity to help you understand the impact of complex market forces on your investments.
Advisory services provide access to investments sitting outside a typical discretionary portfolio, including alternative investments in hedge funds, private equity, private debt or real estate.
By leveraging our extensive research and expertise, we identify and source opportunities that complement your ‘core’ investments, helping diversify and bolster the return profile of your total portfolio.
For clients who wish to act independently, our execution-only services allow us to efficiently and effectively implement your investment ideas across both public and private markets.
Family Office Services
Through a combination of in-house expertise and access to our approved partner network, we can assist with the following:
Many clients hold a diverse range of assets beyond those managed by North Capital. These may include private company holdings, real estate, currencies, investments with external asset managers, or vehicles and art.
Our Family Office services provide a centralised, high-level view of your entire wealth portfolio for you and your family. Fundamental to this is our consolidated reporting platform, which uses sophisticated software to provide a single, real-time picture of the full extent and ongoing performance of your asset mix.
Through insight into the breadth of your family’s wealth, our service can extend to improving efficiencies across many aspects of your financial universe.
