Forth Capital

FC
Financial Advisors

Forth Capital

1 Lochrin Square, Edinburgh EH3 9QA
# Forth Capital

Forth Capital is a global financial advisory firm headquartered in Edinburgh, offering wealth management and financial planning services to clients across multiple continents. With established offices in the UK, Australia, Switzerland, Hong Kong, the US and Ireland, the firm specialises in providing consistent, coordinated advice to internationally mobile clients and those with cross-border financial interests.

The business serves high-net-worth individuals and families who require sophisticated financial guidance tailored to their global circumstances. Their client base typically includes expatriates, international professionals, and investors with assets or income streams spanning multiple jurisdictions.

What distinguishes Forth Capital is their emphasis on continuity of service regardless of geographic location. Rather than operating as isolated regional practices, their multi-office structure enables clients to receive coordinated advice across different markets and regulatory environments. This approach addresses the complexities inherent in managing finances across borders, including tax implications, currency considerations and varying regulatory requirements.

The firm maintains rigorous regulatory credentials across all jurisdictions. In the UK, they are FCA-authorised; in Australia, they operate as a corporate authorised representative under AFSL; in Switzerland, they are FINMA-regulated as an insurance intermediary with advisors registered on the Swiss financial planners' register. This multi-jurisdictional regulatory compliance demonstrates their commitment to operating within established frameworks whilst serving genuinely international client bases.

Their unified contact approach and consistent branding across markets reinforces their positioning as a seamlessly integrated global advisory practice rather than a collection of unconnected offices.
Services offered
Wealth managementFinancial planningCross-border financial adviceInvestment managementTax-efficient structuringInsurance intermediary servicesInternational asset managementExpatriate financial planning
Location
1 Lochrin Square, Edinburgh EH3 9QA

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