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…

  The Partners and Employees of Lockhart Capital Management send their sincerest condolences to the Royal Family upon the death of Her Majesty Queen Elizabeth II. Our thoughts are with them as we mourn the Queen and celebrate a life of dedication.

As Lockhart Capital Management celebrates it’s fifth birthday we are pleased to announce that one of our Founding Partners, Chris Cole has been shortlisted for the High Net Worth Wealth Manager of the year award by the influential Spear’s Magazine Private Client publication. Lockhart was set up in 2017 to advise upon and manage the…