Insight

The Spear’s 500 Wealth Management Awards

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 everything that you do.’ Before co-founding Lockhart Capital Management in 2017, Cole was a senior executive for a large wealth management firm, and before that with a family office. His depth of experience in the HNW market helped, encouraging Cole and some colleagues to form their own firm, which is now one of the fastest-growing boutiques in the UK, attracting over £300 million in investments in its first 12 months.

Lockhart provides financial advice, access to its private investment office and philanthropy services. Its varied list of HNW clients includes entrepreneurs, lottery winners, and those who wish to maintain ‘financial independence and the lifestyle that affords them’. The best part of my role is being able to choose the clients we work with and provide advice they really value,’ says Cole.

Lockhart is privately owned, with the PIO managing the wealth of the founding partners alongside its clients. ensuring a complete alignment of interest. Cole notes a rise in the number of clients interested in Environmental, Social and Governance (ESG) investing and how they can ‘make a positive impact’ without hurting their own financial well-being.