Lockhart Capital Management is proud to support Murcar Links golfer and Scottish Amateur Champion, Chris Somers in 2026. Competing in the leading amateur events in the UK is not only demanding for those with work commitments, it is also expensive. Entry fees, travelling the country and accommodation costs are not insignificant and by assisting in…
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.
We are pleased to announce that Guy joins Lockhart Capital Management from the world of Formula One where he was an engineer at Alpine F1 Team focusing on computer aided design and race support. As a Manufacturing Engineering graduate (BEng) from The University of Nottingham, he brings to Lockhart a structured analytical approach combined with his…
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…
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…
