We are proud to announce that Chris Cole has been featured among the top wealth managers, family office services providers and generational wealth & family business advisers in the 2026 Spears Index annual listing of the very top of the wealth management industry working with high and ultra-high net worth individuals today.

We are delighted to share that Emma Swallow has received the Distinguished Performance in the Completion of the Fellowship award by the Personal Finance Society (PFS). The award was presented by Leeds CII/PFS at their Annual Dinner, where a series of awards are given each year recognising excellence in exam results. Following data received from the CII, as a committee they…

I am pleased to announce that once again Lockhart Capital Management is included in the prestigious Spear’s 500 index. Now on it’s 11th edition, the guide is the indisputable guide to the top private client advisers in the UK.

I am delighted to announce that Sarah Shaw has joined Lockhart Capital Management LLP as our nationwide Head of Client Services bringing with her a wealth of experience from working at prestigious City of London firms. Sarah is based in our Cobham office and will be part of our senior management team working closely alongside…

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…

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…

Further to our announcement in January, I am delighted that Julie Goodman has now joined Lockhart Capital Management LLP as Executive Director working with high net worth clients. Julie will be based in our Cobham office alongside one of our Founding Partners Chris Cole. It is fantastic that someone of Julie’s expertise and experience has…

The Citywire Wealth Manager’s Top 100, is an annual showcase of the UK’s most influential fund selectors. Now in it’s 11th year, once again they have conducted an in-depth, quantitative, nationwide search not just for those who control the most assets, but also those who are reshaping the industry. Congratulations to our Head of Fund…

  The Partners and Employees of Lockhart Capital Management send their sincerest condolences to the Royal Family upon the death of Her Majesty Queen Elizabeth II. Our thoughts are with them as we mourn the Queen and celebrate a life of dedication.

As Lockhart Capital Management celebrates it’s fifth birthday we are pleased to announce that one of our Founding Partners, Chris Cole has been shortlisted for the High Net Worth Wealth Manager of the year award by the influential Spear’s Magazine Private Client publication. Lockhart was set up in 2017 to advise upon and manage the…