Insight

Lockhart renews charity partnership with Impetus

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.  

View Post

Citywire Wealth Manager Top 100

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…

View Post

QUEEN ELIZABETH II 1926 – 2022

  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.

View Post

Lockhart Capital Management is shortlisted in the 2022 Spear’s awards

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…

View Post

Staying Customer Focussed: Interview with Jon Bowes

by Next Wealth – 13 July 2022 Interview with Jon Bowes, Chief Executive Officer of Lockhart Capital Management, about why he and his partners set up Lockhart, the tech they use to support the business and his firm’s ethos of being customer focussed. Who is Lockhart? Lockhart was founded in 2017 by five partners who…

View Post

Lockhart Capital 2022 mid-year commentary

The first half of 2022 has so far seen the largest ever destruction of financial wealth in history, both in US$ terms and as a % of GDP (source: BCA Research), and that is before one considers the additional losses that one could have had if exposed to more esoteric investments such as crypto currencies. …

View Post

How to manage sudden wealth and avoid the pitfalls that may come with it

by Chris Hawes (Spear’s) – 28 April 2022 How should wealth managers navigate the pitfalls of sudden wealth? Chris Hawes explores the most important things to remember, according to wealth management professionals Well-planned wealth can be the rising tide that lifts all boats, improving the quality of an individual’s life and those around them. Sudden…

View Post

The Spear’s 500 – 2022

Lockhart Capital Management are delighted to be included in the 2022 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.

View Post

Citywire Wealth Manager Top 100

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…

View Post

Lockhart completes its first three year charity partnership with Impetus

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…

View Post