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…
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.
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…
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…
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…
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…
Lockhart Capital Management LLP appoints Pete Johnson to the role of Head of Investment Operations based in the Cobham office. Pete was most recently Operations, Risk and Reporting Manager in the Central Investment Team at Tilney overseeing more than £11bn of client assets. He brings a wealth of experience and a strong track record in…
Lockhart Capital Management in association with Scottish Law firm Brodies are pleased to assist in the co-sponsorship for the below event: On Sunday 18 November, the Development Trust for the Aberdeen Art Gallery are organising a wonderful “Art event” afternoon at the Marcliffe Hotel in Aberdeen. The aim is to increase awareness of the redevelopment…
Lockhart Capital Management LLP (LCM) has appointed Carol Stanger to the role of Director in the Aberdeen office. Carol was most recently a Senior Financial Planning Director at Tilney and brings a wealth of experience and a strong track record in advising High Net Worth clients. Carol also has expertise in collaborative law with specialist…
Andrew Wilson and Jon Bowes on Lockhart Capital Management’s rapid rise Lockhart Capital Management has grown even faster than its founders could have imagined when it opened its doors in late August 2017. The boutique wealth manager launched by five former Towry executives now has some 80 clients and £200 million in assets under management….
