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…

Lockhart Capital Management are delighted to be included in the 2023 edition of the Spear’s 500. An indispensable guide to the top private client advisers, wealth managers, lawyers and service providers for high-net worth individuals in the UK.

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…

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…

by Next Wealth – 13 July 2022 Interview with Jon Bowes, Chief Executive Officer of Lockhart Capital Management, about why he and his partners set up Lockhart, the tech they use to support the business and his firm’s ethos of being customer focussed. Who is Lockhart? Lockhart was founded in 2017 by five partners who…

Lockhart Capital Management are delighted to be included in the 2022 edition of the Spear’s 500. An indispensable guide to the top private client advisers, wealth managers, lawyers and service providers for high-net worth individuals in the UK.

Congratulations to our Head of Fund Research, Wee-Tsen Lee who has been included in the Citywire Wealth Managers Top 100 list which is now in it’s 10th year and which showcases the most influential fund selectors in our industry. Wee-Tsen is an important and integral member of our team and it is great to see…

Lockhart Capital Management LLP appoints Charles Coade and Justin Bradford to the role of Director based in the Leeds and the Cobham offices advising High Net Worth Clients.     Charles is a Director at Lockhart having joined from Tilney. He is a Yorkshire Financial Adviser of the Year 2020 and 2021 finalist and specialises in wealth planning for high net worth…