Insight

Why branching out on their own was the best decision these wealth managers ever made

Excerpt taking from Citywire Wealth Manager Regulation and the rising costs of operating a business made many in the industry argue that it would be the end for boutiques. The sheer number of mergers and acquisitions in the investment management sector also resulted in concerns that the industry would be ruled by a few giants…

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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 Q3 2018 update

Markets topping or pausing for breath? Coming into the year, our expectation was that global growth prospects would prove to have been overestimated. The first half has indeed been full of economic data falling short of expectations, perhaps especially in Europe. The “wild-card” to this was always going to be the impact of US tax…

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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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