Founded by Michael Beattie and Stephen Lockton, Beattie Lockton Family Wealth operates as an independent advisory firm dedicated to managing, protecting, and growing the wealth of a select number of families. Leveraging the global resources and heritage of the Lockton group, the firm provides a comprehensive and bespoke service that includes investment management, succession planning, philanthropy, family governance, and wealth protection. Their mission is to offer unbiased, long-term strategic advice, acting as a trusted partner for their clients' complex financial needs.

Founded in

United Kingdom