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…
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…
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. …
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…
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.
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…
