Wealth Managers 2020
Top REcommended HNW Wealth Manager
Having started in 2017, Lockhart Capital Management’s AuM of £400 million is not to be sniffed at. ‘It’s really building into the shape that we want it to be,’ says founding partner Chris Cole. ‘It was designed to be a boutique firm, but we are adding capacity and took a key hire last year.’ Lockhart has been ahead of the curve in terms of technology.
In fact, when it was set up it had the capability to be a totally virtual service. Although it ultimately decided against this option (‘We thought it was impersonal’), the firm’s progressive position has proved invaluable. ‘The main thing is just being available. The crisis has not crystallised into physical loss for our clients.’