Year: 2021

Time to rip up the asset allocation rulebook

By Danielle Levy (Citywire) – 5 February 2021 As 2021 begins, admittedly with more of a whimper than a bang, asset allocators find themselves at a difficult juncture: the Covid-19 pandemic has thrown our day-to-day lives upside down, resulting in unprecedented monetary and fiscal stimuli around the world. Investment committees across the UK face the challenge of…

View Post

Lockhart Capital 2021 Outlook

In some ways 2020 was simply a continuation, and huge exacerbation, of existing trends and distortions.  Historically low (and for longer) interest rates, central banks de facto funding budget deficits, and previously winning sectors and stocks now doing even better.  The pandemic was certainly not bad news, business-wise, for Amazon, while for bricks and mortar…

View Post

The Spear’s 500 – 2021

We are pleased to announce that Lockhart Capital Management has once again been included in the latest edition of the Spear’s 500 index. The 2021 edition has just been published which is classed as the indispensable guide to the top private client advisers to high-net worth individuals in the UK.

View Post

Lockhart included in the Top Financial planning companies 2020

We are delighted to have been recognised as one of the 2020 ‘theweathnet’ Top Financial Planning Companies for 2020. Whilst we prefer to keep ourselves private and not court publicity, it is still pleasing to have been recognised for our commitment to excellence in everything that we do.

View Post