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Family Office
David Scott
Founder & Managing Partner
David is the Founder and Managing Partner of Scott Capital Partners. Previously, he founded Vestra Wealth, overseeing growth from zero in 2007 to £20bn of assets and £100 million revenue when he retired from the firm after its purchase by the LGT Group. In 2016 he also founded specialist Impact Investing business Tribe Impact Capital and is currently its Chairman.
Before setting up Vestra Wealth, he was a Managing Director at UBS Wealth Management from 2004 to 2007 after its acquisition of Scott Goodman Harris, which he co-founded in 1998 and was the Managing Partner there. He is an active private investor in many start-ups in sustainable and renewable energy sectors, and an advisory board member to a small number of companies.
Stuart Morley
Partner, Family Office Services
Stuart is a Partner and works within the Family Office team. He has over 7 years of experience working within UHNW family offices. Stuart offers a broad range of bespoke services that are tailored to the specific requirements of each family, giving genuine impartial advice on topics such as investment consultancy, family office structuring and consolidated reporting.
Prior to joining Scott Capital Partners, Stuart was the Head of Finance for a permanent capital vehicle where the principal was investing in a very diverse portfolio of companies. Stuart previously worked as the Head of Finance UK for a global UHNW family where he was involved in setting up their family office in London and building out the services provided. He qualified as a Chartered Accountant with Goodman Jones where he worked in Audit and Personal tax.
Stuart holds a degree in Finance, Accounting & Management from the University of Nottingham.
Sir James Bucknall
Partner, Family Governance & Strategy
Sir James Bucknall is a Partner at Scott Capital Partners, where he provides strategic-level advice on Family Governance and Family Office Structuring and Services. He brings deep expertise in establishing and evolving family office operations, governance frameworks and long-termer strategies.
Prior to joining Scott Capital Partners, Sir James was the CEO of Weybourne, the Dyson family office, from 2013 to 2025. During his tenure, he played a central role in developing Weybourne’s global strategy and governance as well as establishing their headquarters in Singapore.
Sir James served in the British Army for 36 years. His senior appointments included Commander of NATO’s Allied Rapid Reaction Corps, Deputy Commander of Coalition Forces in Afghanistan, and Director of Counter-Terrorism at the UK Ministry of Defence. He served on operations in Northern Ireland, Bosnia, Iraq and Afghanistan before retiring in 2013 in the rank of Lieutenant General.
Britta Pfister
Partner, Family Governance
Britta is a Partner and specialises in Family Governance, with over 20 years of experience in providing significant value-add to international families and their family offices. She advises on family business succession, designing and implementing family governance and business transformation solutions. Britta has experience of advising and transforming families globally, with a geographical emphasis on Asia and Europe.
Prior to focusing on advisory work, Britta was a Managing Director of Rothschild Trust Asia and Senior Strategist at Anthos Family Office. She is a Distinguished Fellow of INSEAD under INSEAD’s Global Private Equity Initiative, as well as being a frequent lecturer at international conferences and an author of various published articles.
Hugo Brassey
Senior Adviser
Hugo is a Partner and Senior Adviser bringing over 20 years’ experience in the Family Office space specifically around private market investments. Hugo advises SCP on Private Equity co-investment, fund investment and direct investments.
Prior to joining Scott Capital Partners, Hugo founded and ran his own multi-family office consultancy business focused on significant US & European families investing in private markets. He previously spent 3 years at a single family office originating and executing direct investments in the food and beverage sector. Hugo has spent over 10 years in Wealth & Asset Management space working at both Barclays Wealth and RBC PB.
Hugo holds the PCIAM qualification alongside a degree in modern languages from the University of Newcastle-upon-Tyne.
Sandy Swinton
Senior Adviser
Sandy is a Senior Adviser at Scott Capital Partners, bringing over 40 years of experience in the financial services industry. For more than two decades, he has specialised in wealth management, advising high-net-worth individuals and families.
Before joining Scott Capital Partners, Sandy was a Managing Director at RBC Wealth Management and he began his private client career at Barclays Wealth, where he spent over 10 years advising UK based high-net-worth-clients.
Earlier in his career, Sandy held a number of international equity sales roles with leading financial institutions, including James Capel, Robert Fleming Securities and Barclays de Zoete Wedd where he led their Paris office for 4 years.
Sandy holds an MA in Modern Languages from Magdalene College, Cambridge.
Investment Management
Jenny Tozer
Partner, Senior Investment Manager
Jenny is a Partner and Investment Manager. She has managed the financial affairs for multigenerational families, trusts and charities for over three decades, and she specialises in balance sheet/cash flow planning, multi-asset investment management and portfolio restructuring. She has a depth of experience across the core asset classes together with alternative, unregulated and illiquid investments.
She was most recently a senior partner at LGT Wealth Management (UK), and before that worked in management consulting (Booz Allen & Hamilton) and financial analysis (Hoare Govett). Jenny holds the PCIAM and FPC/AFPC qualifications, alongside an MBA (IMD) and Economics degree (University of Melbourne).
Meena Lakshmanan
Partner, Chief Investment Officer
Meena is a Partner and the Chief Investment Officer. She has over 20 years’ investment experience working across a range of institutional and private client business. She started her investment career as a hedge fund analyst, managing a global fund of hedge funds at Atlas Capital Limited. She moved on to a quantitative research role for Russell Investments, where she published papers on alpha generation and risk management for the equity and hedge fund teams. At GLG Partners she was an asset manager working on the allocation of GLG’s European long/short equity fund.
Meena was instrumental in building the investment process at LGT Wealth Management (UK). Whilst at LGT Wealth Management (UK), she was a key contributor to the investment committee and a member of the product and risk committees. Meena has a PhD in Mathematics from the University of Cambridge specialising in Operations research, which has been a very useful background to her interest in portfolio construction and risk evaluation.
Kate Forsyth
Partner, Outsourced CIO
Kate is a Partner and Outsourced Chief Investment Officer for larger families, advising on strategic asset allocation, investment manager selection and portfolio implementation. She joins from Hundle, a London-based multi-family office, where she performed a similar role as Deputy CIO, building and managing portfolios for UHNW clients across public and private markets. Before that, she spent eight years at Ruffer LLP as Investment Manager and Investment Specialist, covering client investment management, investment strategy and portfolio construction. She holds the CISI Chartered Wealth Manager qualification.
Joe Barker
Partner, Investment Manager
Joe is a Partner and Investment Manager. Joe focuses on portfolio management, asset allocation and investment research. He plays an active part in the delivery of the client investment management proposition. His analytical skills provide a valuable addition to wider investment team and he is an active member of the investment committee.
Prior to joining Scott Capital Partners, Joe worked at Ruffer where across private client investment management, macro research, investment strategy and portfolio construction. Joe is a CFA Charterholder, a Chartered Member of the CISI and has a degree in Mathematics from the University of Oxford.
Nick Bearfield
Partner, Investment Manager
Nick is a Partner and Investment Manager. He has 16 years’ experience working in financial services. Before joining Scott Capital Partners in 2022 he worked for LGT Wealth Management (UK) for 14 years, and prior to that he worked for US investment bank Bear Stearns.
He primarily focuses on multi-asset class portfolio management, asset allocation, investment implementation and all aspects of client relationship management. Nick manages assets for high-net-worth individuals, trusts, charities and companies, and has been a member of several investment committees, including non-standard investments and regulated funds.
Nick holds several investment qualifications, the most accomplished being the CISI Level 7 Diploma in Wealth Management. He holds the designation of Chartered Wealth Manager and is a Chartered Fellow of the CISI.
Tom Starkie
Partner, Investment Manager
Tom is a Partner and Wealth Manager and has worked within financial services for the last 13 years. He helps his clients to build long-term investment solutions, constructing and managing bespoke multi-asset portfolios. Tom works with his clients’ other advisors and uses his accountancy background to ensure that their wealth is managed in a tax-conscious and efficient manner.
Before joining the firm, he worked for Lombard Odier (UK), a privately owned Swiss bank, looking after the financial affairs of High Net Worth and Ultra High Net Worth families.
Tom started his career in accountancy, qualifying as a Chartered Accountant with the ICAEW and working in the tax department at EY, before moving into wealth management with Barclays Wealth. As well as his accountancy qualification, Tom also holds the CISI Level 7 Chartered Wealth Manager qualification.
Tim Eastwood
Partner, Investment Manager
Tim is a Partner and Investment Manager. He previously worked at Rothschild & Co as head of their Midlands business, based in Birmingham and worked closely with their investment banking unit.
Tim began his wealth management career in 2007, after five years in the British Army, as a client advisor for UBS London in their Global Ultra High Net Worth team, before relocating to Zurich as a desk head also serving UHNW clients. He subsequently moved to Credit Suisse Zurich to be head of their UHNW UK International team. He holds a Masters in Finance and Investment Management from the University of Bern and a BSC (Hons) in Natural Sciences from the Durham University.
Pavan Harnal
Partner, Investment Manager
Pavan is a Partner and Investment Manager. Prior to joining Scott Capital Partners, Pavan worked at Rothschild & Co within their Wealth Management business based in Birmingham, advising Midlands based entrepreneurs and their families. He began his career in 2014 and after five years as a Client Advisor with J.P. Morgan in London, he moved back to Birmingham to work at Quilter Cheviot as an Investment Adviser.
Pavan is a CFA Charterholder, a Chartered Member of the CISI and has a degree in Accounting and Finance from the University of Warwick.
Ross Malpass
Partner, Investment Manager
Ross is a Partner and Investment Manager. He has been advising international Ultra High Net Worth families for nearly two decades primarily focused on families that reside in the Middle East.
Ross particularly supports next generation clients and future leaders, developing bespoke long-term multi-asset class investment solutions and providing holistic guidance to empower their wealth journeys.
Prior to joining the Scott Capital Partners, Ross was a Director at Barclays Private Bank and has previously worked at Lombard Odier and Credit Suisse. He is a Chartered Wealth Manager and Fellow of the Institute for Securities and Investment (FCSI). Ross holds a Masters in International Business from Regents Business School and a History degree from the University of Reading.’
Business Operations
Jamie Gibbs
Partner, Chief Operating Officer
Jamie is a Partner and the Chief Operating Officer. He has responsibility for all operational aspects of the business including managing the firm’s relationships with custodian banks and other external providers. He has worked in the wealth management sector for over ten years and has extensive knowledge of the industry. He previously worked at LGT Wealth Management (UK) in London where he focused on developing the firm’s business strategy.
Jamie is a qualified accountant holding both the CIMA and CGMA designations and has a degree in International Agribusiness Management.
Anna O’Shaughnessy
Partner, Chief Compliance & Risk Officer
Anna is a Partner, the Chief Compliance and Risk Officer and MLRO, training as an IFA before joining KPMG London where she qualified as a chartered accountant (ACA). She has worked in financial services for over 15 years, including 5 years at the PRA – Bank of England (and its predecessor, the FSA) in the aftermath of the financial crisis. Most recently she was Chief Risk Officer at a start-up fintech bank and Head of Compliance at Rothschild & Co Wealth Management UK.
Ranked 50th in the Top 100 Women in Fintech in 2022, she holds a degree in Classics and Ancient History from the University of Manchester.
Polly Richards
Operations & Compliance Analyst
Polly works to support both the operations and compliance functions of the business with a particular focus on client onboarding, risk management and portfolio reporting. Prior to joining Scott Capital Partners, Polly worked at Evelyn Partners where she built up her experience in financial services and completed the Investment Advice Diploma. Her background spans finance, technology, and operations giving her a distinctive perspective across investment operations and client services. Polly holds an MSc in Information Security from the Royal Holloway University and a BSC in Nutrition and Psychology from Newcastle University.
Gruff Williams
Data, AI, & Operations Analyst
Gruff works to support the investment operations functions of the business with a particular focus on AI integration and adoption, data analysis, and portfolio reporting. Prior to joining Scott Capital Partners, he worked at Bedrock Asset Management where he built up his experience in Financial Services and Family Offices. His background spans portfolio management, operations and middle office support giving him a distinctive perspective across investment operations. Gruff holds a BSc is Sports and Exercise science from Swansea University.
Kelsy Simmons
Head of Support Services
Kelsy is the Head of Support Services and assists the business with all operational matters, including the take-on of new clients. She works closely with the custodian banks that Scott Capital Partners has partnered with.
Kelsy has spent over 20 years within financial services working across the operational spectrum – before joining Scott Capital Partners she worked at LGT Wealth Management (UK) for 14 years and had spells at UBS and Laing & Cruickshank.
Maia Bettsworth
Investment Assistant
Maia is an Investment Assistant and works closely with the Investment Managers in dealing with their client’s investment and financial affairs. She previously worked at LGT Wealth Management where she completed her Investment Operations Certificate. Maia is currently studying towards her Investment Advice Diploma.
The Firm
Management Board
Family Office
Investment Management
Business Operations
David Scott
Founder & Managing Partner
David is the Founder and Managing Partner of Scott Capital Partners. Previously, he founded Vestra Wealth, overseeing growth from zero in 2007 to £20bn of assets and £100 million revenue when he retired from the firm after its purchase by the LGT Group. In 2016 he also founded specialist Impact Investing business Tribe Impact Capital and is currently its Chairman.
Before setting up Vestra Wealth, he was a Managing Director at UBS Wealth Management from 2004 to 2007 after its acquisition of Scott Goodman Harris, which he co-founded in 1998 and was the Managing Partner there. He is an active private investor in many start-ups in sustainable and renewable energy sectors, and an advisory board member to a small number of companies.
Jamie Gibbs
Partner, Chief Operating Officer
Jamie is a Partner and the Chief Operating Officer. He has responsibility for all operational aspects of the business including managing the firm’s relationships with custodian banks and other external providers. He has worked in the wealth management sector for over ten years and has extensive knowledge of the industry. He previously worked at LGT Wealth Management (UK) in London where he focused on developing the firm’s business strategy.
Jamie is a qualified accountant holding both the CIMA and CGMA designations and has a degree in International Agribusiness Management.
Jenny Tozer
Partner, Senior Investment Manager
Jenny is a Partner and Investment Manager. She has managed the financial affairs for multigenerational families, trusts and charities for over three decades, and she specialises in balance sheet/cash flow planning, multi-asset investment management and portfolio restructuring. She has a depth of experience across the core asset classes together with alternative, unregulated and illiquid investments.
She was most recently a senior partner at LGT Wealth Management (UK), and before that worked in management consulting (Booz Allen & Hamilton) and financial analysis (Hoare Govett). Jenny holds the PCIAM and FPC/AFPC qualifications, alongside an MBA (IMD) and Economics degree (University of Melbourne).
Meena Lakshmanan
Partner, Chief Investment Officer
Meena is a Partner and the Chief Investment Officer. She has over 20 years’ investment experience working across a range of institutional and private client business. She started her investment career as a hedge fund analyst, managing a global fund of hedge funds at Atlas Capital Limited. She moved on to a quantitative research role for Russell Investments, where she published papers on alpha generation and risk management for the equity and hedge fund teams. At GLG Partners she was an asset manager working on the allocation of GLG’s European long/short equity fund.
Meena was instrumental in building the investment process at LGT Wealth Management (UK). Whilst at LGT Wealth Management (UK), she was a key contributor to the investment committee and a member of the product and risk committees. Meena has a PhD in Mathematics from the University of Cambridge specialising in Operations research, which has been a very useful background to her interest in portfolio construction and risk evaluation.
Britta Pfister
Partner, Family Governance
Britta is a Partner and specialises in Family Governance, with over 20 years of experience in providing significant value-add to international families and their family offices. She advises on family business succession, designing and implementing family governance and business transformation solutions. Britta has experience of advising and transforming families globally, with a geographical emphasis on Asia and Europe.
Prior to focusing on advisory work, Britta was a Managing Director of Rothschild Trust Asia and Senior Strategist at Anthos Family Office. She is a Distinguished Fellow of INSEAD under INSEAD’s Global Private Equity Initiative, as well as being a frequent lecturer at international conferences and an author of various published articles.
Anna O’Shaughnessy
Partner, Chief Compliance & Risk Officer
Anna is a Partner, the Chief Compliance and Risk Officer and MLRO, training as an IFA before joining KPMG London where she qualified as a chartered accountant (ACA). She has worked in financial services for over 15 years, including 5 years at the PRA – Bank of England (and its predecessor, the FSA) in the aftermath of the financial crisis. Most recently she was Chief Risk Officer at a start-up fintech bank and Head of Compliance at Rothschild & Co Wealth Management UK.
Ranked 50th in the Top 100 Women in Fintech in 2022, she holds a degree in Classics and Ancient History from the University of Manchester.
Stuart Morley
Partner, Family Office Services
Stuart is a Partner and works within the Family Office team. He has over 7 years of experience working within UHNW family offices. Stuart offers a broad range of bespoke services that are tailored to the specific requirements of each family, giving genuine impartial advice on topics such as investment consultancy, family office structuring and consolidated reporting.
Prior to joining Scott Capital Partners, Stuart was the Head of Finance for a permanent capital vehicle where the principal was investing in a very diverse portfolio of companies. Stuart previously worked as the Head of Finance UK for a global UHNW family where he was involved in setting up their family office in London and building out the services provided. He qualified as a Chartered Accountant with Goodman Jones where he worked in Audit and Personal tax.
Stuart holds a degree in Finance, Accounting & Management from the University of Nottingham.
Sir James Bucknall
Partner, Family Governance & Strategy
Sir James Bucknall is a Partner at Scott Capital Partners, where he provides strategic-level advice on Family Governance and Family Office Structuring and Services. He brings deep expertise in establishing and evolving family office operations, governance frameworks and long-termer strategies.
Prior to joining Scott Capital Partners, Sir James was the CEO of Weybourne, the Dyson family office, from 2013 to 2025. During his tenure, he played a central role in developing Weybourne’s global strategy and governance as well as establishing their headquarters in Singapore.
Sir James served in the British Army for 36 years. His senior appointments included Commander of NATO’s Allied Rapid Reaction Corps, Deputy Commander of Coalition Forces in Afghanistan, and Director of Counter-Terrorism at the UK Ministry of Defence. He served on operations in Northern Ireland, Bosnia, Iraq and Afghanistan before retiring in 2013 in the rank of Lieutenant General.
Hugo Brassey
Senior Adviser
Hugo is a Partner and Senior Adviser bringing over 20 years’ experience in the Family Office space specifically around private market investments. Hugo advises SCP on Private Equity co-investment, fund investment and direct investments.
Prior to joining Scott Capital Partners, Hugo founded and ran his own multi-family office consultancy business focused on significant US & European families investing in private markets. He previously spent 3 years at a single family office originating and executing direct investments in the food and beverage sector. Hugo has spent over 10 years in Wealth & Asset Management space working at both Barclays Wealth and RBC PB.
Hugo holds the PCIAM qualification alongside a degree in modern languages from the University of Newcastle-upon-Tyne.
Sandy Swinton
Senior Adviser
Sandy is a Senior Adviser at Scott Capital Partners, bringing over 40 years of experience in the financial services industry. For more than two decades, he has specialised in wealth management, advising high-net-worth individuals and families.
Before joining Scott Capital Partners, Sandy was a Managing Director at RBC Wealth Management and he began his private client career at Barclays Wealth, where he spent over 10 years advising UK based high-net-worth-clients.
Earlier in his career, Sandy held a number of international equity sales roles with leading financial institutions, including James Capel, Robert Fleming Securities and Barclays de Zoete Wedd where he led their Paris office for 4 years.
Sandy holds an MA in Modern Languages from Magdalene College, Cambridge.
Kate Forsyth
Partner, Outsourced CIO
Kate is a Partner and Outsourced Chief Investment Officer for larger families, advising on strategic asset allocation, investment manager selection and portfolio implementation. She joins from Hundle, a London-based multi-family office, where she performed a similar role as Deputy CIO, building and managing portfolios for UHNW clients across public and private markets. Before that, she spent eight years at Ruffer LLP as Investment Manager and Investment Specialist, covering client investment management, investment strategy and portfolio construction. She holds the CISI Chartered Wealth Manager qualification.
Joe Barker
Partner, Investment Manager
Joe is a Partner and Investment Manager. Joe focuses on portfolio management, asset allocation and investment research. He plays an active part in the delivery of the client investment management proposition. His analytical skills provide a valuable addition to wider investment team and he is an active member of the investment committee.
Prior to joining Scott Capital Partners, Joe worked at Ruffer where across private client investment management, macro research, investment strategy and portfolio construction. Joe is a CFA Charterholder, a Chartered Member of the CISI and has a degree in Mathematics from the University of Oxford.
Nick Bearfield
Partner, Investment Manager
Nick is a Partner and Investment Manager. He has 16 years’ experience working in financial services. Before joining Scott Capital Partners in 2022 he worked for LGT Wealth Management (UK) for 14 years, and prior to that he worked for US investment bank Bear Stearns.
He primarily focuses on multi-asset class portfolio management, asset allocation, investment implementation and all aspects of client relationship management. Nick manages assets for high-net-worth individuals, trusts, charities and companies, and has been a member of several investment committees, including non-standard investments and regulated funds.
Nick holds several investment qualifications, the most accomplished being the CISI Level 7 Diploma in Wealth Management. He holds the designation of Chartered Wealth Manager and is a Chartered Fellow of the CISI.
Tom Starkie
Partner, Investment Manager
Tom is a Partner and Wealth Manager and has worked within financial services for the last 13 years. He helps his clients to build long-term investment solutions, constructing and managing bespoke multi-asset portfolios. Tom works with his clients’ other advisors and uses his accountancy background to ensure that their wealth is managed in a tax-conscious and efficient manner.
Before joining the firm, he worked for Lombard Odier (UK), a privately owned Swiss bank, looking after the financial affairs of High Net Worth and Ultra High Net Worth families.
Tom started his career in accountancy, qualifying as a Chartered Accountant with the ICAEW and working in the tax department at EY, before moving into wealth management with Barclays Wealth. As well as his accountancy qualification, Tom also holds the CISI Level 7 Chartered Wealth Manager qualification.
Tim Eastwood
Partner, Investment Manager
Tim is a Partner and Investment Manager. He previously worked at Rothschild & Co as head of their Midlands business, based in Birmingham and worked closely with their investment banking unit.
Tim began his wealth management career in 2007, after five years in the British Army, as a client advisor for UBS London in their Global Ultra High Net Worth team, before relocating to Zurich as a desk head also serving UHNW clients. He subsequently moved to Credit Suisse Zurich to be head of their UHNW UK International team. He holds a Masters in Finance and Investment Management from the University of Bern and a BSC (Hons) in Natural Sciences from the Durham University.
Pavan Harnal
Partner, Investment Manager
Pavan is a Partner and Investment Manager. Prior to joining Scott Capital Partners, Pavan worked at Rothschild & Co within their Wealth Management business based in Birmingham, advising Midlands based entrepreneurs and their families. He began his career in 2014 and after five years as a Client Advisor with J.P. Morgan in London, he moved back to Birmingham to work at Quilter Cheviot as an Investment Adviser.
Pavan is a CFA Charterholder, a Chartered Member of the CISI and has a degree in Accounting and Finance from the University of Warwick.
Ross Malpass
Partner, Investment Manager
Ross is a Partner and Investment Manager. He has been advising international Ultra High Net Worth families for nearly two decades primarily focused on families that reside in the Middle East.
Ross particularly supports next generation clients and future leaders, developing bespoke long-term multi-asset class investment solutions and providing holistic guidance to empower their wealth journeys.
Prior to joining the Scott Capital Partners, Ross was a Director at Barclays Private Bank and has previously worked at Lombard Odier and Credit Suisse. He is a Chartered Wealth Manager and Fellow of the Institute for Securities and Investment (FCSI). Ross holds a Masters in International Business from Regents Business School and a History degree from the University of Reading.’
Polly Richards
Operations & Compliance Analyst
Polly works to support both the operations and compliance functions of the business with a particular focus on client onboarding, risk management and portfolio reporting. Prior to joining Scott Capital Partners, Polly worked at Evelyn Partners where she built up her experience in financial services and completed the Investment Advice Diploma. Her background spans finance, technology, and operations giving her a distinctive perspective across investment operations and client services. Polly holds an MSc in Information Security from the Royal Holloway University and a BSC in Nutrition and Psychology from Newcastle University.
Gruff Williams
Data, AI, & Operations Analyst
Gruff works to support the investment operations functions of the business with a particular focus on AI integration and adoption, data analysis, and portfolio reporting. Prior to joining Scott Capital Partners, he worked at Bedrock Asset Management where he built up his experience in Financial Services and Family Offices. His background spans portfolio management, operations and middle office support giving him a distinctive perspective across investment operations. Gruff holds a BSc is Sports and Exercise science from Swansea University.
Kelsy Simmons
Head of Support Services
Kelsy is the Head of Support Services and assists the business with all operational matters, including the take-on of new clients. She works closely with the custodian banks that Scott Capital Partners has partnered with.
Kelsy has spent over 20 years within financial services working across the operational spectrum – before joining Scott Capital Partners she worked at LGT Wealth Management (UK) for 14 years and had spells at UBS and Laing & Cruickshank.
Maia Bettsworth
Investment Assistant
Maia is an Investment Assistant and works closely with the Investment Managers in dealing with their client’s investment and financial affairs. She previously worked at LGT Wealth Management where she completed her Investment Operations Certificate. Maia is currently studying towards her Investment Advice Diploma.
Our Team
David Scott
Founder & Managing Partner
David is the Founder and Managing Partner of Scott Capital Partners. Previously, he founded Vestra Wealth, overseeing growth from zero in 2007 to £20bn of assets and £100 million revenue when he retired from the firm after its purchase by the LGT Group. In 2016 he also founded specialist Impact Investing business Tribe Impact Capital and is currently its Chairman.
Before setting up Vestra Wealth, he was a Managing Director at UBS Wealth Management from 2004 to 2007 after its acquisition of Scott Goodman Harris, which he co-founded in 1998 and was the Managing Partner there. He is an active private investor in many start-ups in sustainable and renewable energy sectors, and an advisory board member to a small number of companies.
Jamie Gibbs
Partner, Chief Operating Officer
Jamie is a Partner and the Chief Operating Officer. He has responsibility for all operational aspects of the business including managing the firm’s relationships with custodian banks and other external providers. He has worked in the wealth management sector for over ten years and has extensive knowledge of the industry. He previously worked at LGT Wealth Management (UK) in London where he focused on developing the firm’s business strategy.
Jamie is a qualified accountant holding both the CIMA and CGMA designations and has a degree in International Agribusiness Management.
Jenny Tozer
Partner, Senior Investment Manager
Jenny is a Partner and Investment Manager. She has managed the financial affairs for multigenerational families, trusts and charities for over three decades, and she specialises in balance sheet/cash flow planning, multi-asset investment management and portfolio restructuring. She has a depth of experience across the core asset classes together with alternative, unregulated and illiquid investments.
She was most recently a senior partner at LGT Wealth Management (UK), and before that worked in management consulting (Booz Allen & Hamilton) and financial analysis (Hoare Govett). Jenny holds the PCIAM and FPC/AFPC qualifications, alongside an MBA (IMD) and Economics degree (University of Melbourne).
Meena Lakshmanan
Partner, Chief Investment Officer
Meena is a Partner and the Chief Investment Officer. She has over 20 years’ investment experience working across a range of institutional and private client business. She started her investment career as a hedge fund analyst, managing a global fund of hedge funds at Atlas Capital Limited. She moved on to a quantitative research role for Russell Investments, where she published papers on alpha generation and risk management for the equity and hedge fund teams. At GLG Partners she was an asset manager working on the allocation of GLG’s European long/short equity fund.
Meena was instrumental in building the investment process at LGT Wealth Management (UK). Whilst at LGT Wealth Management (UK), she was a key contributor to the investment committee and a member of the product and risk committees. Meena has a PhD in Mathematics from the University of Cambridge specialising in Operations research, which has been a very useful background to her interest in portfolio construction and risk evaluation.
Britta Pfister
Partner, Family Governance
Britta is a Partner and specialises in Family Governance, with over 20 years of experience in providing significant value-add to international families and their family offices. She advises on family business succession, designing and implementing family governance and business transformation solutions. Britta has experience of advising and transforming families globally, with a geographical emphasis on Asia and Europe.
Prior to focusing on advisory work, Britta was a Managing Director of Rothschild Trust Asia and Senior Strategist at Anthos Family Office. She is a Distinguished Fellow of INSEAD under INSEAD’s Global Private Equity Initiative, as well as being a frequent lecturer at international conferences and an author of various published articles.
Anna O’Shaughnessy
Partner, Chief Compliance & Risk Officer
Anna is a Partner, the Chief Compliance and Risk Officer and MLRO, training as an IFA before joining KPMG London where she qualified as a chartered accountant (ACA). She has worked in financial services for over 15 years, including 5 years at the PRA – Bank of England (and its predecessor, the FSA) in the aftermath of the financial crisis. Most recently she was Chief Risk Officer at a start-up fintech bank and Head of Compliance at Rothschild & Co Wealth Management UK.
Ranked 50th in the Top 100 Women in Fintech in 2022, she holds a degree in Classics and Ancient History from the University of Manchester.
Stuart Morley
Partner, Family Office Services
Stuart is a Partner and works within the Family Office team. He has over 7 years of experience working within UHNW family offices. Stuart offers a broad range of bespoke services that are tailored to the specific requirements of each family, giving genuine impartial advice on topics such as investment consultancy, family office structuring and consolidated reporting.
Prior to joining Scott Capital Partners, Stuart was the Head of Finance for a permanent capital vehicle where the principal was investing in a very diverse portfolio of companies. Stuart previously worked as the Head of Finance UK for a global UHNW family where he was involved in setting up their family office in London and building out the services provided. He qualified as a Chartered Accountant with Goodman Jones where he worked in Audit and Personal tax.
Stuart holds a degree in Finance, Accounting & Management from the University of Nottingham.
Sir James Bucknall
Partner, Family Governance & Strategy
Sir James Bucknall is a Partner at Scott Capital Partners, where he provides strategic-level advice on Family Governance and Family Office Structuring and Services. He brings deep expertise in establishing and evolving family office operations, governance frameworks and long-termer strategies.
Prior to joining Scott Capital Partners, Sir James was the CEO of Weybourne, the Dyson family office, from 2013 to 2025. During his tenure, he played a central role in developing Weybourne’s global strategy and governance as well as establishing their headquarters in Singapore.
Sir James served in the British Army for 36 years. His senior appointments included Commander of NATO’s Allied Rapid Reaction Corps, Deputy Commander of Coalition Forces in Afghanistan, and Director of Counter-Terrorism at the UK Ministry of Defence. He served on operations in Northern Ireland, Bosnia, Iraq and Afghanistan before retiring in 2013 in the rank of Lieutenant General.
Hugo Brassey
Senior Adviser
Hugo is a Partner and Senior Adviser bringing over 20 years’ experience in the Family Office space specifically around private market investments. Hugo advises SCP on Private Equity co-investment, fund investment and direct investments.
Prior to joining Scott Capital Partners, Hugo founded and ran his own multi-family office consultancy business focused on significant US & European families investing in private markets. He previously spent 3 years at a single family office originating and executing direct investments in the food and beverage sector. Hugo has spent over 10 years in Wealth & Asset Management space working at both Barclays Wealth and RBC PB.
Hugo holds the PCIAM qualification alongside a degree in modern languages from the University of Newcastle-upon-Tyne.
Sandy Swinton
Senior Adviser
Sandy is a Senior Adviser at Scott Capital Partners, bringing over 40 years of experience in the financial services industry. For more than two decades, he has specialised in wealth management, advising high-net-worth individuals and families.
Before joining Scott Capital Partners, Sandy was a Managing Director at RBC Wealth Management and he began his private client career at Barclays Wealth, where he spent over 10 years advising UK based high-net-worth-clients.
Earlier in his career, Sandy held a number of international equity sales roles with leading financial institutions, including James Capel, Robert Fleming Securities and Barclays de Zoete Wedd where he led their Paris office for 4 years.
Sandy holds an MA in Modern Languages from Magdalene College, Cambridge.
Kate Forsyth
Partner, Outsourced CIO
Kate is a Partner and Outsourced Chief Investment Officer for larger families, advising on strategic asset allocation, investment manager selection and portfolio implementation. She joins from Hundle, a London-based multi-family office, where she performed a similar role as Deputy CIO, building and managing portfolios for UHNW clients across public and private markets. Before that, she spent eight years at Ruffer LLP as Investment Manager and Investment Specialist, covering client investment management, investment strategy and portfolio construction. She holds the CISI Chartered Wealth Manager qualification.
Joe Barker
Partner, Investment Manager
Joe is a Partner and Investment Manager. Joe focuses on portfolio management, asset allocation and investment research. He plays an active part in the delivery of the client investment management proposition. His analytical skills provide a valuable addition to wider investment team and he is an active member of the investment committee.
Prior to joining Scott Capital Partners, Joe worked at Ruffer where across private client investment management, macro research, investment strategy and portfolio construction. Joe is a CFA Charterholder, a Chartered Member of the CISI and has a degree in Mathematics from the University of Oxford.
Nick Bearfield
Partner, Investment Manager
Nick is a Partner and Investment Manager. He has 16 years’ experience working in financial services. Before joining Scott Capital Partners in 2022 he worked for LGT Wealth Management (UK) for 14 years, and prior to that he worked for US investment bank Bear Stearns.
He primarily focuses on multi-asset class portfolio management, asset allocation, investment implementation and all aspects of client relationship management. Nick manages assets for high-net-worth individuals, trusts, charities and companies, and has been a member of several investment committees, including non-standard investments and regulated funds.
Nick holds several investment qualifications, the most accomplished being the CISI Level 7 Diploma in Wealth Management. He holds the designation of Chartered Wealth Manager and is a Chartered Fellow of the CISI.
Tom Starkie
Partner, Investment Manager
Tom is a Partner and Wealth Manager and has worked within financial services for the last 13 years. He helps his clients to build long-term investment solutions, constructing and managing bespoke multi-asset portfolios. Tom works with his clients’ other advisors and uses his accountancy background to ensure that their wealth is managed in a tax-conscious and efficient manner.
Before joining the firm, he worked for Lombard Odier (UK), a privately owned Swiss bank, looking after the financial affairs of High Net Worth and Ultra High Net Worth families.
Tom started his career in accountancy, qualifying as a Chartered Accountant with the ICAEW and working in the tax department at EY, before moving into wealth management with Barclays Wealth. As well as his accountancy qualification, Tom also holds the CISI Level 7 Chartered Wealth Manager qualification.
Tim Eastwood
Partner, Investment Manager
Tim is a Partner and Investment Manager. He previously worked at Rothschild & Co as head of their Midlands business, based in Birmingham and worked closely with their investment banking unit.
Tim began his wealth management career in 2007, after five years in the British Army, as a client advisor for UBS London in their Global Ultra High Net Worth team, before relocating to Zurich as a desk head also serving UHNW clients. He subsequently moved to Credit Suisse Zurich to be head of their UHNW UK International team. He holds a Masters in Finance and Investment Management from the University of Bern and a BSC (Hons) in Natural Sciences from the Durham University.
Pavan Harnal
Partner, Investment Manager
Pavan is a Partner and Investment Manager. Prior to joining Scott Capital Partners, Pavan worked at Rothschild & Co within their Wealth Management business based in Birmingham, advising Midlands based entrepreneurs and their families. He began his career in 2014 and after five years as a Client Advisor with J.P. Morgan in London, he moved back to Birmingham to work at Quilter Cheviot as an Investment Adviser.
Pavan is a CFA Charterholder, a Chartered Member of the CISI and has a degree in Accounting and Finance from the University of Warwick.
Ross Malpass
Partner, Investment Manager
Ross is a Partner and Investment Manager. He has been advising international Ultra High Net Worth families for nearly two decades primarily focused on families that reside in the Middle East.
Ross particularly supports next generation clients and future leaders, developing bespoke long-term multi-asset class investment solutions and providing holistic guidance to empower their wealth journeys.
Prior to joining the Scott Capital Partners, Ross was a Director at Barclays Private Bank and has previously worked at Lombard Odier and Credit Suisse. He is a Chartered Wealth Manager and Fellow of the Institute for Securities and Investment (FCSI). Ross holds a Masters in International Business from Regents Business School and a History degree from the University of Reading.’
Polly Richards
Operations & Compliance Analyst
Polly works to support both the operations and compliance functions of the business with a particular focus on client onboarding, risk management and portfolio reporting. Prior to joining Scott Capital Partners, Polly worked at Evelyn Partners where she built up her experience in financial services and completed the Investment Advice Diploma. Her background spans finance, technology, and operations giving her a distinctive perspective across investment operations and client services. Polly holds an MSc in Information Security from the Royal Holloway University and a BSC in Nutrition and Psychology from Newcastle University.
Gruff Williams
Data, AI, & Operations Analyst
Gruff works to support the investment operations functions of the business with a particular focus on AI integration and adoption, data analysis, and portfolio reporting. Prior to joining Scott Capital Partners, he worked at Bedrock Asset Management where he built up his experience in Financial Services and Family Offices. His background spans portfolio management, operations and middle office support giving him a distinctive perspective across investment operations. Gruff holds a BSc is Sports and Exercise science from Swansea University.
Kelsy Simmons
Head of Support Services
Kelsy is the Head of Support Services and assists the business with all operational matters, including the take-on of new clients. She works closely with the custodian banks that Scott Capital Partners has partnered with.
Kelsy has spent over 20 years within financial services working across the operational spectrum – before joining Scott Capital Partners she worked at LGT Wealth Management (UK) for 14 years and had spells at UBS and Laing & Cruickshank.
Maia Bettsworth
Investment Assistant
Maia is an Investment Assistant and works closely with the Investment Managers in dealing with their client’s investment and financial affairs. She previously worked at LGT Wealth Management where she completed her Investment Operations Certificate. Maia is currently studying towards her Investment Advice Diploma.

