Who We Are
WELCOME TO LOCKHART CAPITAL MANAGEMENT
Lockhart Capital Management is a boutique Financial Planning & Wealth Management firm that provides independent financial advice and wise counsel to a limited number of individuals and families. The firm was founded in August 2017 and quickly became one of the most successful boutique launches of its time. We now manage over £430m for our clients via our Private Investment Office where our aim is to preserve and grow their real wealth over time. We have in excess of 120 years of Wealth Management experience between us and co-invest alongside our clients to ensure that our interests are fully aligned with theirs. As a reflection of our experience, knowledge and professionalism we have been accredited with the prestigious “Chartered Financial Planners” status by the Chartered Insurance Institute (CII).
Lockhart Capital Management is a Partnership with no external shareholders and we work alongside Benchmark Capital who provide us with best-in-class technology solutions and support services that we use to enhance our client experience.
THE TEAM
Our five founding partners and two directors work seamlessly with our hand-picked and specialist colleagues all of whom are highly talented in their respective fields. Our collective aim is to go beyond the call of duty, to do more than others expect and provide excellence in everything that we do.
“The extra mile is rarely crowded” – Andrew Wilson, Lockhart CIO
Jon Bowes
Chief Executive Officer & Founding Partner
Jon Bowes
Chief Executive Officer & Founding Partner
jonbowes@lockhartcapitalmanagement.com |
Jon is one of the founding partners and CEO of Lockhart Capital Management. He has almost 30 years experience in the Financial Planning and Wealth Management sector and for the last 13 years was a Senior Executive of a major National Wealth Management firm where he was responsible for running a team of over 80 Financial Planners & Wealth Managers.
Jon lives in Sevenoaks and when not spending time with his wife and three daughters, enjoys cycling particularly in the French Alps.
Bryan Innes
Founding Partner
Bryan Innes (FPFS)
Founding Partner
bryaninnes@lockhartcapitalmanagement.com
Bryan is a Chartered Financial Planner and one of the founding partners of Lockhart Capital Management. He has nearly 30 years industry experience, 17 of which were with a leading national Wealth Management firm prior to establishing Lockhart. Bryan has provided financial planning advice to private individuals and their families and has extensive experience in managing the affairs of professional partners, business owners, senior executives and lottery winners. He has particular expertise in bringing context to their finances that allows them to identify, prioritise and strategise what is important to them before helping them execute their plans efficiently and effectively.
Bryan lives in Aberdeenshire and is married with two children. A former Scottish Golf Internationalist he enjoys golf when time permits and spending time with his family when it doesn't!
Andrew Wilson
Chief Investment Officer & Founding Partner
Andrew Wilson (CAIA)
Chief Investment Officer & Founding Partner
andrewwilson@lockhartcapitalmanagement.com
Andrew is a Chartered Alternative Investment Analyst and one of the founding partners and CIO of Lockhart Capital Management. He designed, built and led the highly regarded and successful John Scott & Partners (then “Towry”) discretionary investment service and was managing c£6bn by the time he left what was then Tilney, where he also served on the Advice Policy Committee. He built award-winning analyst (and support) teams, including for Best Multi Asset Investment Portfolio Manager (UK) in 2016, further selecting from these professionals for Lockhart Capital Management. He has been managing portfolios for High Net Worth clients for over 20 years, regularly appears at conferences and in the media and was named in the top 100 most influential private client fund selectors in 2013, 2014 and 2015 by Citywire.
Andrew lives in Maidenhead with his wife and two children. Andrew plays Chess, enjoys following geo-politics, and has an avid interest in statistic-heavy US sports
Toby Alcock
Founding Partner
Toby Alcock (FPFS)
Founding Partner
tobyalcock@lockhartcapitalmanagement.com
Toby is a Chartered Financial Planner and one of the founding partners of Lockhart Capital Management. Having worked for the majority of his 20 year career for two leading national Wealth Management firms, Toby, alongside his fellow partners, set up Lockhart in 2017. For the past 20 years, he has been providing advice to individuals on a wide range of financial planning matters. In addition to business owners, professionals and lottery winners, Toby also advises recipients of significant personal injury and clinical negligence awards.
Toby lives in Leeds and outside of work enjoys playing golf and skiing with his wife and two sons.
Chris Cole
Founding Partner
Chris Cole (APFS IMC)
Founding Partner
chriscole@lockhartcapitalmanagement.com |
Chris is a Chartered Financial Planner and one of the founding partners of Lockhart Capital Management. For the past 13 years he has worked for a major national Wealth Management firm where he provided advice and counsel to a select group of lawyers, entrepreneurs and lottery winners. Prior to that, Chris worked for a prominent London based family office where he gained significant experience in how the very wealthy structure and protect their wealth. He is a member of the UK society of Investment professionals and has been commended in the 2010, 2014, 2015 & 2016 editions of the Spear’s 500 HNW Wealth Managers index. In the recently published 2019 edition he is listed as one of the top recommended HNW managers in his field.
Chris lives in Cobham, Surrey and when not working enjoys spending time in the French Alps with his wife and twin children.
CAROL STANGER
Director
CAROL STANGER (DipPFS)
Director
carolstanger@lockhartcapitalmanagement.com
Carol has worked in financial services for 30 years. Prior to joining Lockhart Capital Management, she worked with Tilney, a national IFA, corporate banks and an accountancy firm. Carol is a qualified financial planner, a member of PFS and Consensus Scotland.
Carol lives in Aberdeen and enjoys travelling the world and can also be spotted in the foothills of the Cairngorms with her black labrador and ponies.
Stuart Howard
Non-Executive Chairman
Stuart Howard
Non-Executive Chairman
stuarthoward@lockhartcapitalmanagement.com
Stuart retired from Saga in 2015 where he spent 15 years as CFO. During that time Saga passed from family to private equity ownership and finally through an IPO to become a public company in 2014. In 2007, Stuart also became CFO for Acromas, the Private Equity backed company that acquired both Saga and the AA. The AA also became a public company in 2014.
Prior to joining Saga, Stuart worked for two years at the advertising group Cordiant Communications as Deputy CFO and for ten years before that at the advertising group WPP Group plc in various positions. Stuart qualified as a Chartered Accountant at KPMG in London.
Stuart lives in Sevenoaks with his wife and three children and his interests include cycling, travelling and music.
William Thomson
Director
William Thomson (APFS)
Director
williamthomson@lockhartcapitalmanagement.com
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 worked for a global bank specialising in guiding and advising international clients.
As a fully qualified Financial Planner, William advises families on all aspects of their financial planning and wealth management needs although he has a particular interest in estate planning and the efficient transfer of wealth between generations.
During his career William has worked alongside tax and business advisers at some of the largest accounting practices in the UK and believes that working together with his client’s professional advisers is fundamental to achieving cohesive financial planning outcomes.
William lives in Wimbledon with his wife and young daughter and whenever time allows likes to spend time in their country home in South Devon.
Emma Cole
Office Manager
Emma Cole
Office Manager
emmacole@lockhartcapitalmanagement.com
Emma has returned to work after looking after her twins for a number of years. Prior to that, Emma enjoyed a prominent position at HSBC Investment Bank where she worked in their Corporate Events team. Emma lives in Cobham with her husband Chris and teenage twins and her interests include snowboarding, watching cricket and recently taken up learning how to play Golf.
Georgina Chalkley
Client Services Executive
Georgina Chalkley
Client Services Executive
georginachalkley@lockhartcapitalmanagement.com
After starting her career in Financial Management in 2015, Georgie has recently joined the team after spending two and a half years at Punter Southall Financial Management as a Client Service Administrator, working closely with Clients, Financial planners and Paraplanners.
Georgie is currently studying for her CII accredited certificate and hopes to progress her study and knowledge throughout her career.
When Georgie isn't in the office, she enjoys exercising, cooking, playing darts and socialising with friends.
Louise Bates
Client Services Executive
Louise Bates
Client Services Executive
louisebates@lockhartcapitalmanagement.com
Louise joined our team from Tilney where she worked for over two years. Previous to this, she worked at HSBC Bank for over sixteen years working in all areas of banking and financial services. Louise is based in Leeds and enjoys spending time with her family, socialising with friends and going on holiday.
JULIE PATERSON
Client Services Executive
JULIE PATERSON
Client Services Executive
juliepaterson@lockhartcapitalmanagement.com
Julie joined from Tilney and has over 12 years financial services experience. She worked closely with Bryan during this time. Julie is based in Aberdeen and enjoys spending time with family and friends and travelling.
Jenni Currell
Senior Technical Analyst
Jenni Currell (FPFS)
Senior Technical Analyst
jennicurrell@lockhartcapitalmanagement.com
Jenni is a Chartered Financial Planner and Fellow of the Personal Finance Society having joined Lockhart in February 2018. She works closely with our Founding Partners and Directors in the provision of advice and financial modelling to our clients. Her talents were rewarded when she was placed by Citywire in the Top 35 Next Generation Advisers under 35 in 2017 and has recently won 'Paraplanner of the Year 2020' by the PFS Society.
Jenni lives in Guildford and has a passion for keeping fit and running, having completed a marathon and several half marathons. She is also a keen baker and enjoys socialising with family and friends.
Katerina Kritikos
Technical Analyst
Katerina Kritikos (DipPFS)
Technical Analyst
katerinakritikos@lockhartcapitalmanagement.com
Katerina has been working within the wealth management profession since 2015, and has experience in employee benefits and personal financial planning. Katerina was previously providing technical support and cash flow modelling expertise to another adviser firm. Here at Lockhart, Katerina will be working closely with Jenni to provide technical support to our financial planners.
Outside of work, Katerina enjoys spending quality time with her young daughter and the rest of the family. Together they enjoy reading, visiting museums, concerts, spending time outdoors and playing tennis.
Pete Johnson
Head of Operations
Pete Johnson (MSCI)
Head of Operations
petejohnson@lockhartcapitalmanagement.com
Pete has worked with Andrew, Caroline and Robert for 11 years, specialising in portfolio implementation and operations and is a member of the Chartered Institute for Securities and Investment. He has successfully managed outsourced relationships and operations teams responsible for the implementation and risk oversight of large multi-asset portfolios and fund of funds. He believes that simple and repeatable processes are key to delivering a risk-controlled operations environment. Pete has a reliable network of contacts in the industry aiding portfolio implementation and ensuring we maintain strong relationships with the underlying fund managers. In his spare time, Pete enjoys spending time with his family and playing/watching sport.
Robert Seachoy
Portfolio Manager
Robert Seachoy (CFA)
Portfolio Manager
robertseachoy@lockhartcapitalmanagement.com
Robert has worked with both Andrew and Caroline for the last 10 years and has an unusually broad experience of portfolio construction & risk, investment operations and fund analysis. He has covered all the major asset classes including working closely with bond/fixed income specialists and was a property specialist before joining the team. As a Chartered Financial Analyst, Robert also brings a particularly analytical and process-driven approach to constructing and managing Lockhart Capital Management client portfolios. In his spare time Robert is a poker aficionado and real estate investor.
Wee-Tsen Lee
Head of Fund Research
Wee-Tsen Lee (CFA)
Head of Fund Research
weetsenlee@lockhartcapitalmanagement.com
Wee-Tsen has spent his career in multi manager investing either as a fund researcher or portfolio manager. He has experience covering the major asset classes, mainly focusing on equity strategies prior to joining the team. Working with some of the largest pension funds and wealth managers globally has fostered a broad and differentiated perspective to his understanding of multi asset investment.
Wee-Tsen used to enjoy travelling frequently and experiencing new cultures, in particular their cuisine, however now spends the majority of his time researching nursery rhymes for his young daughter.
Edward Fricker
Investment Operations Analyst
Edward Fricker
Investment Operations Analyst
edwardfricker@lockhartcapitalmanagement.com
After starting his career at the private equity firm Rockpool Investments, Ed has recently joined the Private Investment Office as an Investment Operations Analyst where he will be working closely with both the client relationship team and investment team.
Ed is currently studying for his IMC (Level 4) exams through the Chartered Institute for Securities and Investments and hopes to develop his skills and knowledge further throughout his career.
When Ed isn't in the office, he is more often than not, on the golf course. If not, he will be playing/watching some kind of sport or socialising with friends.
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