“Context is everything”; so, what is the backdrop in 2019 to advising on generational wealth, and where do we see the risks and investment opportunities? “The fall of Rome seemed unthinkable to people at the time, but inevitable to historians reflecting on it with the benefit of context” – Mary Pilon (author) Globalisation is on…

We asked investment managers to highlight the key indicators to watch ahead of a recession. Investors could be forgiven for feeling nervous as we approach the end of 2018. The FTSE 100 is down 7.2% since the start of the year and it’s difficult to ignore the stream of negative headlines which continue to haunt…

Founding Partner, Chris Cole takes top recommended spot in the HNW section of the recently published Spear’s 500 (2019 edition) A chartered financial planner, member of the UK Society of Investment Professionals and founding partner of Lockhart Capital Management, Chris Cole has a simple mantra: ‘Stay true to your word and strive to excel in…

Lockhart Capital Management LLP appoints Pete Johnson to the role of Head of Investment Operations based in the Cobham office. Pete was most recently Operations, Risk and Reporting Manager in the Central Investment Team at Tilney overseeing more than £11bn of client assets. He brings a wealth of experience and a strong track record in…

Lockhart Capital Management in association with Scottish Law firm Brodies are pleased to assist in the co-sponsorship for the below event: On Sunday 18 November, the Development Trust for the Aberdeen Art Gallery are organising a wonderful “Art event” afternoon at the Marcliffe Hotel in Aberdeen. The aim is to increase awareness of the redevelopment…

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…

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…

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…

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…

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…