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…

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…

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….

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.

In the Lockhart Private Investment Office, we try to avoid making predictions for the year ahead. The future is essentially unforecastable, and the subsequent market reaction to events can be equally unpredictable – for example, markets rose, contrary to expectation, on both the UK Referendum result and the US Presidential election, both of which were…

Lockhart Capital Management LLP (LCM) has appointed well known finance expert Stuart Howard as Non-Executive Chairman with immediate effect. Stuart was most recently the Chief Financial Officer of SAGA, and brings a wealth of City experience and a strong track record in growing businesses with customers at their core. He is a highly respected professional…

Lockhart Capital Management (CM) has hired Julie Paterson as a Client Services Executive from Tilney, where she worked for just over 12 years. Paterson will be based in Lockhart’s Aberdeen office, reporting to Founding Partner Bryan Innes. ‘The Aberdeen office is now up and running and open for business,’ said Jon Bowes, Chief Executive of…

Andrew Wilson is excited. The former one-company man is sounding like the cat that got the cream. Over the phone it is easy to hear how enthusiastic the ex-Towry investment boss is about his new venture Lockhart Capital Management.