Lockhart Capital Management has launched to offer a bespoke proposition offering tailor made financial planning and access to a private investment office for high net worth individuals and their families.
The company will also offer philanthropic services to clients who need help with longer term gifting and charitable giving programmes.
Lockhart Capital Management has five founding partners– Jon Bowes, Andrew Wilson , Chris Cole, Toby Alcock and Bryan Innes – who have more than 100 years of experience between them. The company will have offices in London, Leeds and Aberdeen and will look to assign a limited number of clients to each partner to ensure a dedicated level of service.
The Private Investment Office will also manage the personal wealth of the founding partners, with clients co-investing alongside them to give a complete and total alignment of interests.
Chief Executive Officer Jon Bowes says: “I’m incredibly proud to be working alongside such a talented group of individuals. Between us we have a significant amount of experience and knowledge of the high net worth sector. We have a bespoke proposition for individuals looking for a more personal service and look forward to introducing our capabilities to future clients.”
