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.

Angus Jack

Chief Investment Officer

Angus is the chief investment officer and 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 advising clients and assisting with the strategic direction and vision for the business. Angus chairs the investment committee and has overall responsibility for the investment process and delivery of North Capital’s investment proposition.

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 and travel.

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.

Christian Poziemski

Head of Wealth Planning

Christian joined North Capital after establishing and managing a single family office as Chief Operating Officer. Prior to that, Christian worked for Brewin Dolphin in Edinburgh as Assistant Director, having started his career with Balmoral Asset Management in 2005.

Christian heads up and is responsible for Wealth Planning. This service has a strong focus on asset protection, generational wealth transfer and tax-efficient structures as part of the full wealth planning spectrum. He is a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute.

Christian is a keen skier and golfer and has recently taken up paragliding.

Andrew Spence

Head of Portfolio Management and Aspen, by North Capital

Andrew leads the investment team in all aspects relating to managed portfolios at North Capital, including: Asset allocation policy, tactical positioning and security selection. He has strategic responsibility for Aspen by North Capital – a managed portfolio service for the IFA community utilising proprietary portfolio discovery technology developed by Andrew.

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, graduating with the RW Mann award for top British engineering student. 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.

Daniel Brawley

Investment Analyst

Daniel is an Investment Analyst who first joined as an intern to automate client reporting. He holds a First Class Masters in Chemical Engineering from the University of Edinburgh, graduating with the highest grade in his year.

At North Capital, Daniel is responsible for researching third-party managers and developing investment strategies. He is also responsible for the creation of cash flow models to help manage client portfolios.

Daniel is a CFA Level II candidate and Associate member of the CISI, having obtained the Certificate in Investment Management and Investment Advice Diploma. He achieved the highest grade globally for the 2018/19 CISI Investment Management exam, and now serves as a subject specialist on the same CISI exam panel.

Daniel enjoys travelling and has explored many parts of Asia and Europe. He also co-founded the largest fundraising society at the University of Edinburgh.

Jennifer Wilkes

Assistant Investment Adviser

Jennifer is an Assistant Investment Adviser at North Capital and provides support to the Directors in all aspects of their service to clients. Jennifer has an MA in Psychology from the University of Glasgow, subsequently working for Baillie Gifford, Martin Currie and KPMG.

Jennifer is an Associate member of the of the Chartered Institute of Securities and Investments (CISI) having obtained the Investment Advice Diploma.

Jennifer likes to keep active playing netball, hiking and skiing.

Johanna McGrath

Personal Assistant & Office Administrator

Johanna is the Personal Assistant and Office Administrator at North Capital.

She is responsible for managing the office and assisting with client reporting. Johanna studied Psychology at The University of Edinburgh and has over four years’ experience in Customer Services and Administration, most recently at a busy, five-star tourist accommodation site in The Lake District where she worked as Acting Customer Services Manager.

Johanna enjoys travelling and keeping fit with yoga and hiking.

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.

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.

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.

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.