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….

Lockhart Capital Management LLP (LCM) has appointed well known finance expert Stuart Howard as Non-Executive Chairman with immediate effect. Stuart was most recently the Chief Financial Officer of SAGA, and brings a wealth of City experience and a strong track record in growing businesses with customers at their core. He is a highly respected professional…

Lockhart Capital Management (CM) has hired Julie Paterson as a Client Services Executive from Tilney, where she worked for just over 12 years. Paterson will be based in Lockhart’s Aberdeen office, reporting to Founding Partner Bryan Innes. ‘The Aberdeen office is now up and running and open for business,’ said Jon Bowes, Chief Executive of…

Andrew Wilson is excited. The former one-company man is sounding like the cat that got the cream. Over the phone it is easy to hear how enthusiastic the ex-Towry investment boss is about his new venture Lockhart Capital Management.

A new boutique Financial Planning and Wealth Management firm launches today. Lockhart Capital Management will provide a bespoke proposition offering tailor made financial planning and access to an exclusive Private Investment Office for High Net Worth individuals and their families. The company will also offer philanthropic services to clients who need help with longer term…