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…

Given that rare earths are essential to future technologies such as electric cars and mobile phones, how prudent is it to invest in them? Rare earths have become an integral part of modern society and, amid ongoing geopolitical tensions, nations from the US to China are increasingly investing in them. Comprising a group of 17 minerals, rare…

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…

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…