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.

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.

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.

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.

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.

Executive Director 

Michael brings over a decade of experience across financial markets. Prior to joining North Capital Michael co-founded a venture capital platform focused on the Climate and HealthTech sectors and has invested in around 25 private companies throughout angel funding rounds. He previously was responsible for advising on multi-asset class portfolios for entrepreneurs, family offices and endowments at both J.P. Morgan and Goldman Sachs, having commenced his career as a European Equity research analyst with Janus Henderson and Olivetree Financial.   

Moreover, Michael is an ambassador for philanthropic causes in the UK and Asia, exposing him first-hand to issues top of mind for clients. Michael holds the CISI Investment Advice Diploma (IAD), an Honours degree from University College London (UCL), and is a keen supporter of Scotland Rugby and India Cricket.

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.

Investment Analyst

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!

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.

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.

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.

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.

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.