Category: Press Releases

Citywire Wealth Manager Top 100

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…

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LOCKHART CAPITAL MANAGEMENT APPOINTS 2 SENIOR ADVISERS

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…

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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.

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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.

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Lockhart awarded Corporate Chartered status

I am delighted to share the news that Lockhart Capital Management has recently been accredited with the prestigious Corporate Chartered status. This is an exclusive title only awarded to firms that meet the rigorous criteria relating to professionalism and capability. Firms must ensure that staff members acquire and retain the necessary knowledge and skills to…

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Spears 2020 HNW Wealth Managers Top Recommended

We are proud to announce that Founding Partner Chris Cole has been included in the 2020 Spears Index of Wealth Managers annual ranking of top advisers protecting and growing the wealth of HNW and UHNW clients worldwide.

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The Spear’s 500 – 2020

Launched just two years ago, Chris Cole’s Lockhart Capital Management has matured far faster than its five founding partners could ever have anticipated. “We are so excited to be working alongside families that we really enjoy spending time with” says Cole, “and where we add significant value to both their financial planning and wealth management…

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Lockhart Capital Management announces it’s support for Impetus

Lockhart Capital Management LLP is proud to partner with Impetus, a charitable organisation which is transforming the lives of disadvantaged young people in the UK. Through its unique approach, Impetus is the driving force behind great charities turning them into sector leading organisations. They find, fund and build promising charities through long-term core funding and…

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Lockhart Capital Management appoints Senior adviser to London and South East team

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…

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The Spear’s 500 Wealth Management Awards

Founding Partner, Chris Cole takes top recommended spot in the HNW section of the recently published Spear’s 500 (2019 edition) A chartered financial planner, member of the UK Society of Investment Professionals and founding partner of Lockhart Capital Management, Chris Cole has a simple mantra: ‘Stay true to your word and strive to excel in…

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