Lockhart Capital Management LLP (LCM) appoints William Thomson to the role of Director based in the Cobham office advising High Net Worth Clients. William is a Director at Lockhart having joined from a major national wealth management firm where he was both a Partner and Team Leader in their London office. Prior to that William…

“Robert Seachoy, Portfolio Manager attended the CFA ESG conference in London on 29 October 2019.  This sold out conference focused on the growing demand for ESG integrated investment practices and how the investment profession is still at an early stage in establishing best practices in this area. The conference focused on where and how investment…

In September 2019, Lockhart Capital Management sponsored ten cyclists to ride the 500 kilometres from Lusaka to Victoria falls in Zambia. The Cyclists raised over £60,000 for charity Build It International. Build It creates opportunities for young people and their communities through skills training, work experience and essential community building projects. Build It have pioneered…

By Ima Jackson-Obot (Financial Advisor) – 21 October 2019 Building up exposure to gold can strengthen defensive investment portfolios, according to investment experts. This is because the way defensive portfolios have traditionally been set up means they are unlikely to be fit for purpose in a volatile market. Adrian Lowcock head of personal investing at Willis…

By Ima Jackson-Obot (Financial Advisor) – 19 September 2019 Globally events are dominated by the US-China trade war, while closer to home, it is all about Brexit. What does this mean for investors, and the assets they allocate to, over the next ten years? Outlook for bonds The outlook for bonds over the next decade is…

  Please see the below link to read Lockhart Capital 2019 ‘The Winds of (Policy) Change’

Investors’ nerves were tested in 2018 in what proved to be a challenging year for markets across the globe. And frontier markets – developing economies that are considered less mature than emerging markets – were no exception. In 2018 MSCI Emerging Markets index fell 9.2 per cent, MSCI Frontier Markets index dropped 11.2 per cent…

“Context is everything”; so, what is the backdrop in 2019 to advising on generational wealth, and where do we see the risks and investment opportunities? “The fall of Rome seemed unthinkable to people at the time, but inevitable to historians reflecting on it with the benefit of context” – Mary Pilon (author) Globalisation is on…