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…

As the US president’s policies take hold, we explore the effect on global bond markets. It is shaping up to be a volatile year for global bond markets, thanks to the uncertainty created by US President Donald Trump’s new policies, persistent inflation, growing geopolitical risk and fears of a global economic slowdown. On the plus…

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…

Following a year of dollar strength the tide appears to be turning, which could boost ‘anything that has underperformed’ in recent years. The latest inflation and economic data suggests that the era of the strong dollar may be coming to an end, with a big potential impact on multi-asset portfolios. Earlier this month, US inflation…

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.

We are proud to be able to continue our sponsorship of this excellent organisation. The support that Impetus provides via its Venture Philanthropy model helps transforms the lives of young people from disadvantaged backgrounds, by making sure they get the right support to succeed in school, work and life.  

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…