- Brian O'Connor
- Angus Jack
- George Renouf
- Christian Poziemski
- Elizabeth Martin
- Jennifer Wilkes
- Johanna McGrath
- Elizabeth Martin
- Elizabeth Martin
- John Begg
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 UHNW UK resident, domiciled and non-domiciled entrepreneurs.
At North Capital, Brian is responsible for advising clients as well as managing the business. Brian is a member of the investment committee and has responsibility for implementing North Capital’s strategic direction and managing its finance function.
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 the co-founder of North Capital and began his investment management career 22 years ago 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 managing the business, as well as sitting on the investment committee.
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.
Head of Investment
George is Head of Investment at North Capital and has overall responsibility for the investment process and for delivering investment solutions to clients. He is chair of the investment committee and manages the relationships with our key strategic partners, as well as serving as the company’s Compliance Officer.
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.
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.
Daniel is an Investment Analyst at North Capital, who first joined as an intern to enhance and automate client reporting systems. Daniel holds a First Class Masters degree in Chemical Engineering from the University of Edinburgh, achieving the highest grade in his year, with relevant experience in both the UK and China.
At North Capital, Daniel is responsible for analysing investment opportunities, monitoring client portfolios and developing the technical infrastructure of the company.
Daniel is an Associate member of the CISI, having obtained the Certificate in Investment Management and Investment Advice Diploma. He is also a December 2019 CFA Level I candidate.
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.
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 a Student member of the Chartered Institute of Securities and Investments (CISI) and is working towards the Investment Advice Diploma and Chartered Wealth Manager Qualification.
Jennifer likes to keep active playing netball, hiking and skiing.
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 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 real estate and other illiquid investments.
Consultant – Hedge Funds
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 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.