A new boutique Financial Planning and Wealth Management firm launched on August 1st with Bryan Innes, formerly Executive Partner at Tilney (Towry) heading up their Aberdeen office.
Lockhart Capital Management will provide a bespoke proposition offering tailor made financial planning coupled with access to an exclusive Private Investment Office for individuals and their families.
Lockhart Capital Management has five founding partners – Bryan Innes, Jon Bowes, Andrew Wilson, Toby Alcock and Chris Cole, who between them have over 100 years experience. Andrew Wilson was formerly head of investment at Towry.
The company which will have offices in Aberdeen, Leeds and London has partnered with Benchmark Capital to provide the best-in-class technology solutions and support services that will aim to enhance the client experience. Benchmark Capital is partially-owned by Schroders plc.
The firm will look to assign a limited number of clients to each partner to ensure a dedicated level of service.
Bryan commented - “At a time of tremendous political uncertainty and market volatility, the need for personal, proactive advice has never been greater. The desire to offer a truly bespoke service will mean capacity is limited to a select number of clients. Our investment proposition is specifically designed to meet the challenges of today and to maximise the opportunity presented by the volatility in the markets. With no 3rd party ownership, we, the Partners will also co-invest alongside our clients bringing an alignment of interests and a focus which is genuinely client centric.
It is an exciting time to be launching our own business and one we feel will resonate with individual/family wealth who are seeking a more personal service to both their financial planning and investment needs”.
About Lockhart
Lockhart Capital Management is established as a partnership and will have no external investors. The partners are confident of their areas of expertise and will focus where they can really add value for their clients. As a niche company it will have the flexibility to react to changing market conditions quickly without being constrained by a large corporate structure.
Typical clients will include business owners and entrepreneurs, partners of professional services firms as well as individuals and families that have accrued significant wealth from an inheritance, major lottery win or business sale. Lockhart Capital Management will also provide specialised services to the recipients of catastrophic personal injury and clinical negligence awards.
Lockhart Capital Management is an appointed representative of Best Practice which is authorised and regulated by the Financial Conduct Authority.
For further enquiries please contact Bryan Innes – 01224 531175 or 07764 423250
Email bryaninnes@lockhartcapitalmanagement.com
Website www.lockhartcapitalmanagement.com