Who We Are

Asset 2

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 £400m 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.

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

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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

Bryan is a Chartered Financial Planner and one of the founding partners of Lockhart Capital Management. He has 25 years industry experience, the last 17 of which were with a leading national Wealth Management firm. 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

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

Toby is a Chartered Financial Planner and one of the founding partners of Lockhart Capital Management. For the past 17 years he has worked for two major Wealth Management firms 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

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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

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

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 (DipPFS)

Director

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.

Georgina Chalkley

Client Services Executive

Georgina Chalkley

Client Services Executive

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

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

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

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.

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

Technical Analyst

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.

Emma Cole

Office Manager

Emma Cole

Office Manager

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 and watching cricket.

Robert Seachoy

Portfolio Manager

Robert Seachoy (CFA)

Portfolio Manager

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.

Pete Johnson

Head of Investment Operations

Pete Johnson (MSCI)

Head of Investment Operations

Pete has worked with Andrew, Caroline and Robert for 10 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.

Caroline Lyons

Head of Fund Research

Caroline Lyons (IMC)

Head of Fund Research

Caroline has been working with our CIO Andrew Wilson for the last 10 years, specialising in fund due diligence and manager research.  She is one of the most experienced and well known analysts in the industry and is held in high regard.  Caroline has covered all the major asset classes, although specialises in particular in equity fund research and has long term relationships with many of the leading talents in this sector.  Prior to first being recruited by Andrew, Caroline was a fund analyst at Forsyth Partners and is used to working on portfolios for high net worth clients.  In her spare time she is largely focused on her three children, and also enjoys Salsa dancing.