Brian O’Connor
Chief Executive Officer
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Brian O'Connor

Chief Executive Officer

Brian co-founded North Capital after ten years at UBS Wealth Management, having previously gained corporate and private banking experience at Bank of Scotland and Kleinwort Benson.

As an executive director of UBS, Brian managed and advised over investment assets for ultra-high net worth UK resident, domiciled and non-domiciled entrepreneurs.

As Chief Executive, Brian is responsible for advising clients, setting out and implementing North Capital’s strategic direction, as well as managing all the key functions of the business. Brian is also a member of the investment committee.

Brian is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI).

Brian is secretary of the Old Gordonstounian Golfing Society and Junior Convenor at Gullane Golf Club.

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Angus Jack
Founder & Head of Clients
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Angus Jack

Founder & Head of Clients

Angus is Head of Clients and the co-founder of North Capital. He began his investment management career in 1996 with Taylor Young Investment Management in London, later moving to Cornelian Asset Managers in Edinburgh. Before founding North Capital, Angus was an Executive Director at UBS Wealth Management where he worked for 10 years. During his time there he was fortunate enough to work with some of the UK’s most successful and respected entrepreneurs, assisting with the full range of their investment requirements.

At North Capital, Angus is responsible for the Client team and assisting with the strategic direction and growth of the business. Angus also sits on the investment committee, having previously served as the Chief Investment Officer.

Angus is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI).

Angus is a keen kite surfer and likes to keep fit.

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George Renouf
Chief Operating Officer
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George Renouf

Chief Operating Officer

George is responsible for operations and compliance at North Capital. George sits on the investment committee and manages the strategic relationships with North Capital’s key investment partners.

He has over 30 years’ experience in the asset management industry and prior to joining North Capital spent ten years at Alliance Trust Plc where he was a member of the management team with responsibility for investment strategy, asset allocation, investment risk and regulatory oversight of investment products. George has held many advisory positions within the UK financial services sector, including the Prime Minister’s Advisory Committee on Scottish Independence and Brexit and advising the Scottish Government on the asset management industry.

In his spare time George is a keen cyclist and sailor and enjoys travelling.

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Andrew Spence
Head of Aspen
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Andrew Spence

Head of Aspen

Andrew is Head of Aspen by North Capital – a managed portfolio service for the IFA community.

Prior to joining North Capital, Andrew spent much of his career at Optimus Capital, in London – where he co-created and ran the company’s MPS proposition, as Investment Director and CIO. The strategies delivered top quartile performance during his tenure.

Andrew holds a first-class honours degree in Marine Engineering from Newcastle University. He is a member of the Chartered Institute for Securities and Investments (CISI).

Andrew enjoys many outdoor pursuits and has a keen interest in technology, having created his own mobile application.

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Katy Forbes
Chief Investment Officer 
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Katy Forbes

Chief Investment Officer

Katy is Chief Investment Officer at North Capital. Katy has over 20 years of experience in macro investing, having previously held senior portfolio management roles in both Multi Asset and Fixed Income with responsibility for both benchmark relative and absolute return mandates at Standard Life Investments (more recently abrdn).

As Chief Investment Officer, Katy chairs the investment committee and leads the firm’s asset allocation, fund selection and portfolio management functions.

She is a CFA charterholder.

Katy likes to keep active running, swimming and skiing.

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Christian Poziemski
Head Of Wealth Planning
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Christian Poziemski

Head of Wealth Planning

 

Christian joined North Capital in January 2019 as Head of Wealth Planning, offering an independent and holistic advisory service with a strong focus on asset protection, generational wealth transfer and tax-efficient investments.

Christian studied Accounting at Napier University and started his career as a graduate trainee with Balmoral Asset Management. He then went on to work at Brewin Dolphin and Cornerstone Asset Management. Prior to North Capital, Christian was appointed as the Chief Operating Officer for a single-family office which he established and successfully managed.

He is a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute.

Christian is an avid skier and golfer and has most recently turned his hand to surfing.

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Jack Anderson
Operations and Finance Manager
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Jack Anderson

Operations and Finance Manager

Jack is the Finance and Operations Manager at North Capital providing the team with support in key functions and assisting in the planning and execution of strategic projects.
Before joining North Capital, he previously worked at PwC in both the audit and deals advisory services and in private equity as an Operations Associate specialising in finance and strategy for portfolio companies across a wide range of industries.

Jack is a Chartered Accountant and member of the Institute for Chartered Accountants Scotland (ICAS).

A keen rugby enthusiast, Jack can regularly be found at Murrayfield supporting Edinburgh and Scotland. He likes to keep active playing golf, skiing, and hiking with his dog.

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Hamish Macpherson
Client Adviser
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Hamish Macpherson

Client Adviser

 

Hamish is an Adviser at North Capital. He has a BSc in Petroleum Geology and an MSc in Finance and Investment Management from the University of Aberdeen, graduating in 2018 and subsequently working for HSBC and FNZ.

Hamish is currently working towards the CISI’s Level 7 Certified Financial Planner qualification.

In his spare time Hamish is a keen outdoorsman, and enjoys keeping active playing golf, squash, and skiing.

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Connor Davidson
Senior Investment Analyst
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Connor Davidson

Investment Analyst

Connor is an Investment Analyst. He holds a First-Class BEng (Hons) in Civil and Environmental Engineering from the University of Strathclyde, where he received the Jacobs Prize after finishing first in his year.

Following his undergraduate degree Connor was awarded the Edinburgh University Business School Scholarship, to study an MSc in Finance at the university. Connor went on to achieve a Distinction in his MSc receiving Edinburgh University’s Academic Excellence Award after finishing top of his year. His masters research thesis centred around the link between employee welfare and company performance. In the coming years he aims to undertake his CFA exams.

Connor is a keen traveller and keeps active playing touch rugby.

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Paul Swan
Investment Analyst
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Paul Swan

Investment Analyst

Paul is an Investment Analyst. He achieved a First Class BSc (Hons) in Economics from the University of Warwick followed by a MSc in Finance from the University of St Andrews, awarded with Distinction.  His master’s thesis centred around UK Equity Investment Trusts.
 
Paul joins us from Coutts in Edinburgh where he was on the graduate scheme. He intends to undertake his CFA exams over the coming years.
 
Outside of work Paul enjoys playing golf, travelling, and cooking.
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Charlie Fletcher
Associate Adviser 
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Charlie Fletcher

Associate Advisor 

Charlie joined us soon after graduating university from Heriot Watt, Edinburgh Business School, where she attained a first-class honours degree in International Business with Business Law.

In her spare time Charlie has a passion for travel and exploring new things. In addition, she holds a black belt in karate and is trying to learn Italian!

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Simon Lyons
Associate Adviser
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Simon Lyons

Associate Adviser 

Simon is an Associate Adviser at North Capital. He joined the team after graduating with an MA in Economics from the University of Edinburgh.

Outside of work, Simon has a passion for football and a love of cinema. He enjoys keeping fit and learning about culture through his travels.

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Sarah Jones
Office Coordinator 
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Sarah Jones

Office Coordinator

Sarah is the office coordinator for North Capital Management.

She joined us quickly after she graduated, obtaining a first-class degree in business management from the University of Glasgow.

She loves to travel as she is interested in trying different cuisines from around the world. She is also a keen runner hoping to complete her first marathon in 2024.

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Mark Little
Consultant
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Mark Little

Consultant

Mark is an experienced financial services professional who was Managing Director for Barclays Wealth in Scotland and Northern Ireland. Under his stewardship the business doubled in size and established Barclays as a significant employee in Scotland with over 2,500 employees.

Mark is a qualified chartered accountant who was previously a top ranked fund manager with Scottish Widows and who also ran part of the global equities business for Deutsche Bank. He has extensive non executive experience and has sat on the Scottish Financial Services board helping advise the First Minister and currently also chairs the audit committee for two publicly quoted Investment Trusts. Mark also acts as a consultant to Lindsays solicitors and sits on the Archangels new deal origination committee.

In his spare time Mark skis down mountains, cycles up hills and plays golf whenever time allows. He is also a (part) qualified South African game ranger.

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Alastair Macleod
Investment Consultant
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Alastair Macleod

Investment Consultant

Alastair is a consultant to the investment committee at North Capital, with a focus on macro research and asset allocation policy.

Alastair has enjoyed over three decades at the front end of global financial markets in both investment management and securities broking. Having cut his teeth as an equity fund manager at Ivory and Sime in the early 90’s, he switched across to the sales side of the business with Deutsche Bank and Lehman Brothers during which his experience and investing interests became increasingly global and multi-asset. Alastair reverted back to active investment management, specifically in the hedge fund arena, where he was instrumental in setting up and managing the Lansdowne macro fund and thereafter launched a global equity fund with Rivercrest Capital. He has a proven track record of generating positive, low correlation returns in both rising and falling equity markets.

He retains a passion for asset markets, accompanied by a love of sport notably football, rugby and golf.

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Georg Reutter
Hedge Fund Consultant
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Georg Reutter

Hedge Fund Consultant

Georg is Managing Partner at Kepler and leads the Open-end Fund Research business.

Prior to Kepler he worked as a Hedge Fund Adviser for HSBC Private Bank’s Alternative Investment Group. Whilst there he focused on single and multi-manager Hedge Fund due diligence, portfolio management and client advisory.

His responsibilities included evaluation, analysis and advising on hedge fund portfolios investing in offshore, listed, multi-manager and UCITS hedge funds primarily for UK based investors.

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John Begg
Compliance Consultant
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John Begg

Compliance Consultant

John is a Senior Compliance Consultant with ATEB Consulting, who provide specialist compliance support to North Capital.

He has 30 years’ experience of working within financial service in a variety of roles including compliance, training and competence, advising and management.

John works with North Capital to ensure the firm’s processes and controls adhere to UK regulatory requirements. He also helps the firm develop and maintain practices aimed at delivering appropriate advice and service outcomes for North Capital’s clients.

John is a Chartered Financial Planner.

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Miki Fairfax
Real Estate Consultant
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Miki Fairfax

Real Estate Consultant

Miki is a consultant for North Capital and has over 20 years of financial experience, starting her City career with NatWest Markets before setting up the Edinburgh office of J C Rathbone Associates. At J C Rathbone Associates, Miki provided financial risk management and structured finance advice to property and private equity companies across Scotland. Miki then became a Director of Hunter REIM, a fund manager specialising in commercial real estate in the UK and Central Europe.

Having turned Consultant in 2016, she has a portfolio of interests, including advising North Capital on their Real Estate investments.

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