We cater for the investment needs of a select number of families and individuals.
Often, but not exclusively, our family clients tend to be led by an individual whose entrepreneurial activities have resulted in a significant capital and asset base. This person typically has a broad understanding of the entirety of their asset base, how it is structured and where it is invested.
It is not always the case that this knowledge or interest is shared by wider family members. In this instance, clients take comfort that they have a highly experienced central point of contact who not only has an in-depth understanding of the family’s overall wealth, but can also work to develop the next generation’s financial and investment literacy, in preparation for receiving or inheriting significant wealth.
We are independent in the delivery of our advice and are not bound by the views, products or services of any one investment house.
North Capital is privately owned by its employees, with no external shareholder influences.
North Capital blends the high service levels and personalised approach of a Private Investment Office with the global research, investment expertise and security offered by our partner private banks and fund managers. We bring clients the benefits of both big and boutique, in terms of the partners we work with and the differentiated investment opportunities that we are able to consider.
Using our proprietary capabilities and through established relationships with leading investment managers and banks, we can deliver cost-effective and comprehensive cash and investment management services, lending, foreign exchange and wealth structuring advice to our clients.
We help our clients manage multiple professional relationships including investment management, banking, legal and tax to ensure that all advisers are coordinated and aligned with our clients’ requirements.