Congratulations to our Head of Fund Research, Wee-Tsen Lee who has been included in the Citywire Wealth Managers Top 100 list which is now in it’s 10th year and which showcases the most influential fund selectors in our industry. Wee-Tsen is an important and integral member of our team and it is great to see…

Lockhart Capital Management LLP is proud to announce that it has completed its inaugural three year commitment to support Impetus, the Venture Philanthropy trust, which works with over 20 UK charities supporting young people from disadvantaged backgrounds to ensure that they get the right support to succeed in school, in work and in life. Mid…

Lockhart Capital Management LLP appoints Charles Coade and Justin Bradford to the role of Director based in the Leeds and the Cobham offices advising High Net Worth Clients.     Charles is a Director at Lockhart having joined from Tilney. He is a Yorkshire Financial Adviser of the Year 2020 and 2021 finalist and specialises in wealth planning for high net worth…

By Danielle Levy (Citywire) – 5 February 2021 As 2021 begins, admittedly with more of a whimper than a bang, asset allocators find themselves at a difficult juncture: the Covid-19 pandemic has thrown our day-to-day lives upside down, resulting in unprecedented monetary and fiscal stimuli around the world. Investment committees across the UK face the challenge of…

In some ways 2020 was simply a continuation, and huge exacerbation, of existing trends and distortions.  Historically low (and for longer) interest rates, central banks de facto funding budget deficits, and previously winning sectors and stocks now doing even better.  The pandemic was certainly not bad news, business-wise, for Amazon, while for bricks and mortar…

We are pleased to announce that Lockhart Capital Management has once again been included in the latest edition of the Spear’s 500 index. The 2021 edition has just been published which is classed as the indispensable guide to the top private client advisers to high-net worth individuals in the UK.

We are delighted to have been recognised as one of the 2020 ‘theweathnet’ Top Financial Planning Companies for 2020. Whilst we prefer to keep ourselves private and not court publicity, it is still pleasing to have been recognised for our commitment to excellence in everything that we do.

We are delighted that Jenni Currell FPFS was awarded Paraplanner of the year at the Personal Finance Society Awards last night. This award is so well deserved and reflects the fantastic work and support that Jenni provides to Lockhart Capital Managements clients. We are very proud of you Jenni!

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…

Lockhart Capital Management LLP is proud to announce that it will renew its support for Impetus for a second year through 2020. Impetus which through its work with 20 UK charities supports young people from disadvantaged backgrounds by ensuring they get the right support to succeed in school, in work and in life. In these…