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Index

HNW Wealth Managers

Location

London

Client Types

Entrepreneurs

Sector Focus

Financial Services

Customer Type

Wealth adviser

Chris Cole

Spear's Review

Chris Cole is one of the founding partners of Lockhart Capital Management. Lockhart’s clients are successful and have invariably created their wealth themselves – the firm’s role is to ensure that they can maintain their current lifestyles without financial concern. ‘We have over 120 years of wealth management experience between us and co-invest alongside our clients to ensure that our interests are fully aligned with theirs,’ says Cole.

In 2019, Lockhart announced a partnership with Impetus. The charitable organisation has a portfolio of almost 20 UK charities that provide direct support to young people from disadvantaged backgrounds, helping them to stay in school and secure qualifications, skills and employment.

Adviser Profile

Lockhart Capital Management provides independent financial advice to a limited number of individuals and their families. The firm has matured faster than founding partner Chris Cole expected: ‘We now manage in excess of £500 million for our clients via our private investment office, where our aim is to preserve and grow their real wealth over time.’ Cole and his four partners started Lockhart in August 2017, setting up tailored services he believed would appeal to his target audience. ‘From the outset we placed the use of technology at the forefront of our client proposition, which has come to the fore during the recent pandemic as we have been able to operate as normal and be fully virtual for our clients,’ he says.

Rank: Top Recommended

Top Recommended 2022, HNW Wealth Managers

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