I am excited to announce that we have today launched Lockhart Asset Management (LAM) in conjunction with our partners at Pacific Asset Management. This finessed and enhanced version of our previous Private Investment Office will offer Exclusive Wealth Management Solutions to clients of Lockhart Capital Management. It will continue to be headed by our CIO…

Following a year of dollar strength the tide appears to be turning, which could boost ‘anything that has underperformed’ in recent years. The latest inflation and economic data suggests that the era of the strong dollar may be coming to an end, with a big potential impact on multi-asset portfolios. Earlier this month, US inflation…

Lockhart Capital Management is delighted to be included in the 2024 edition of the Spear’s 500 Index where we are again included as part of their Top Recommended High Net Worth wealth managers index. The Spears guide is an indispensable guide to the top private client advisers, wealth managers, lawyers and service providers in the…