Launched just two years ago, Chris Cole’s Lockhart Capital Management has matured far faster than its five founding partners could ever have anticipated. “We are so excited to be working alongside families that we really enjoy spending time with” says Cole, “and where we add significant value to both their financial planning and wealth management…

Lockhart Capital Management LLP is proud to partner with Impetus, a charitable organisation which is transforming the lives of disadvantaged young people in the UK. Through its unique approach, Impetus is the driving force behind great charities turning them into sector leading organisations. They find, fund and build promising charities through long-term core funding and…

En passant – debt, risks, and unintended consequences We will circulate a shorter-term piece on markets, valuations and opportunities, early in 2020. Here, however, we look to assess structural risks, the morphing of one debt problem to another, and the reality of unintended consequences. We will also touch upon the changing political landscape (extremism and…

Lockhart Capital Management LLP (LCM) appoints William Thomson to the role of Director based in the Cobham office advising High Net Worth Clients. William is a Director at Lockhart having joined from a major national wealth management firm where he was both a Partner and Team Leader in their London office. Prior to that William…

“Robert Seachoy, Portfolio Manager attended the CFA ESG conference in London on 29 October 2019.  This sold out conference focused on the growing demand for ESG integrated investment practices and how the investment profession is still at an early stage in establishing best practices in this area. The conference focused on where and how investment…

In September 2019, Lockhart Capital Management sponsored ten cyclists to ride the 500 kilometres from Lusaka to Victoria falls in Zambia. The Cyclists raised over £60,000 for charity Build It International. Build It creates opportunities for young people and their communities through skills training, work experience and essential community building projects. Build It have pioneered…

By Ima Jackson-Obot (Financial Advisor) – 21 October 2019 Building up exposure to gold can strengthen defensive investment portfolios, according to investment experts. This is because the way defensive portfolios have traditionally been set up means they are unlikely to be fit for purpose in a volatile market. Adrian Lowcock head of personal investing at Willis…

By Ima Jackson-Obot (Financial Advisor) – 19 September 2019 Globally events are dominated by the US-China trade war, while closer to home, it is all about Brexit. What does this mean for investors, and the assets they allocate to, over the next ten years? Outlook for bonds The outlook for bonds over the next decade is…

  Please see the below link to read Lockhart Capital 2019 ‘The Winds of (Policy) Change’

Investors’ nerves were tested in 2018 in what proved to be a challenging year for markets across the globe. And frontier markets – developing economies that are considered less mature than emerging markets – were no exception. In 2018 MSCI Emerging Markets index fell 9.2 per cent, MSCI Frontier Markets index dropped 11.2 per cent…