# Lockhart Capital Management

Lockhart Capital Management is an Asset Manager based in Cobham, United Kingdom.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Cobham, United Kingdom
- **Region:** Europe
- **Address:** Cobham, United Kingdom
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** www.lockhartcapitalmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/lockhart-capital-management-llp

## Regulatory record

- **Reports private funds:** No

## About

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.

## 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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- [Locker Financial Services](https://altss.com/profile/locker-financial-services)
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Last updated: 2026-06-03T20:00:00.000Z

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