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 managing outsourced relationships and operations teams responsible for the implementation and risk oversight of large multi-asset portfolios and fund of funds.
Chief Investment Officer Andrew Wilson said “Pete will be a tremendous asset to our Investment team and represents a major hire for Lockhart. The successful growth in our business in such a short time has allowed us to recruit an experienced individual to further strengthen the smooth operations and risk management of the £300m of client assets that we currently manage within the Private Investment Office. The support we have received from former clients and the investment industry has been overwhelming and is evidence of the value that they place in personal, trusting relationships. Pete is highly respected in the industry and will add great value to our business.”
Pete Johnson said: “Lockhart Capital Management is a very exciting new entrant in the Financial Planning and Wealth Management sector, especially with our focus on providing quality advice to High Net Worth Individuals. I can see how this firm will bring a new dynamic to the industry and I strongly endorse the company values and its consistent focus on the customer. This is a key attraction to me. Also, having worked with Andrew and Jon Bowes previously, I know how committed Lockhart is to be delivering a truly personal service.