Insight

The Crypto Revolution

It’s an instructive exercise to enter the halls of a UK wealth management firm and ask the people there what they think of cryptocurrency writes Christopher Jackson (Spears). “In theory they are interesting,” adds Andrew Wilson, CIO of Lockhart Capital, “and we can absolutely see why a slightly younger investor might benefit from tucking away…

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SPEARS Revealed: The leading wealth managers of 2018

There are new entrants to the UHNW and HNW top tens of the Spear’s Wealth Managers Index, after another fascinating bull market year, writes Christopher Jackson. The wealth management industry can sometimes seem sedate and slow to embrace change. But make no mistake, beneath the calm veneer of your wealth manager there is a man…

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Lockhart Capital Management appoints new Director

Lockhart Capital Management LLP (LCM) has appointed Carol Stanger to the role of Director in the Aberdeen office. Carol was most recently a Senior Financial Planning Director at Tilney and brings a wealth of experience and a strong track record in advising High Net Worth clients. Carol also has expertise in collaborative law with specialist…

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The importance of process in creating real positive returns

The current challenge for all investors is how to grow real purchasing power, from a starting point of high valuations and below average prospective returns. Accepting market performance over the next decade, even from the most clearly articulated of investment processes (where there is such a thing) may not cut it and if so could…

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A long way in a short while

Andrew Wilson and Jon Bowes on Lockhart Capital Management’s rapid rise Lockhart Capital Management has grown even faster than its founders could have imagined when it opened its doors in late August 2017. The boutique wealth manager launched by five former Towry executives now has some 80 clients and £200 million in assets under management….

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Major correction likely in 1H18

A major correction is likely in 2018, and probably in the first six months of the year. That is according to Andrew Wilson, Chief Investment Officer at Lockhart Capital Management, who says he is qualitatively bearish at the moment. Speaking to Bloomberg Daybreak Europe’s Caroline Hepker and Markus Karlsson.

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