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Lockhart Capital Management
Bringing together bespoke Financial Planning and a Private Investment Office to a select group of discerning high net worth individuals and their families.
Lockhart Capital Management
Bringing together bespoke Financial Planning and a Private Investment Office to a select group of discerning high net worth individuals and their families. We offer an individual and bespoke Financial management service.
General information
Firm type
Wealth Manager
Year founded
2017
Location
Region
Europe
Country
United Kingdom
City
Cobham
Corporate office
Cobham, United Kingdom
Frequently asked questions
How does Lockhart construct its investment portfolios?
The firm builds multi-asset portfolios using direct equity and bond holdings alongside third-party collective funds. This approach allows Lockhart to blend the control of direct security selection with the specialist expertise of external managers for areas like smaller companies or alternative assets. Portfolios are weighted toward UK and European assets, with a conservative tilt that emphasizes income generation and capital preservation through market cycles.
Is Lockhart Capital Management part of a larger financial group?
No, Lockhart operates as an independent, privately owned wealth manager. It is not a subsidiary of a bank, insurer, or asset management conglomerate. This independence is central to its investment philosophy, as it removes the potential pressure to allocate client capital to in-house products, allowing for a purely open-architecture selection of third-party funds and securities.
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