Five former senior executives from Towry have launched a new wealth management venture dubbed Lockhart Capital Management.
The private investment firm will offer financial planning and investment management services to affluent clients and their families. It will also provide managed portfolio service which includes four different risk profiles.
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Lockhart Capital venture has five founding partners – Chris Cole, Bryan Innes, Toby Alcock, Jon Bowes and Andrew Wilson.
The company will set up offices in London, Leeds and Aberdeen and each partner will be allocated with limited number of clients to ensure good service.
Lockhart Capital CEO Jon Bowes said: “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.”
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By GlobalData
