Jointly owned by our team and our clientsWe believe that shareholders should care about exceptional service and long-term investment performance, not driving profits at the expense of clients and their families. For this reason Lincoln only allows clients and team members to be owners of our business. The transparency we provide to our shareholders is for the benefit of all of our clients. Their presence ensures that we remain focused at all times on delivering on our responsibilities to our clients, in a fair and unconflicted manner. Shareholders and team members do not receive discounts, nor are they provided with better access to interesting opportunities than other clients.
We are on our clients’ sideLincoln Private Investment Office was founded with one aim; to make wealth management work for our clients. We are not looking to exploit economies of scale, but to provide a personal service on an individual basis. Our strength lies in understanding exactly what our clients want to achieve and providing a personal service on an individual basis. We do not have any of our own products, nor do we conform to a particular investment style. We deliver fair, flexible and unconflicted wealth management advice to our clients.
We run our own money alongside our clients’We have the courage of our convictions, and for this reason the team at Lincoln have all of our own personal assets in the same investments as our clients, putting us on common ground when making investment decisions. With our own assets committed, we remain focused in a way that few other wealth management businesses are. If we ever lose money for our clients, then we will lose money for ourselves and our families too.
Allowing clients to delegate the management of their wealth to an experienced team.After a number of in-depth discussions with each client, we agree on a long-term strategy, which reflects the client’s investment objectives and sensitivity to risk. We build these objectives into our historical and forward-looking analysis to create an optimal Personal Asset Allocation. Our Discretionary portfolios are efficient, globally diversified, and unique to the client.
“We believe the core of our clients’ wealth should be managed in a transparent and easily accessible manner, with exposure to equities, bonds and absolute return strategies and a focus on international diversification, capital protection and liquidity.”
We offer intelligent, high-conviction Advisory Investment ideas to complement our Discretionary Management services.Where clients would like direct involvement in investment decisions, we offer an Advisory Investment service. The service offers access to assets such as private equity, property and traditional hedge funds. Through our broad network we see a significant number of investment opportunities, and select a small number of the highest quality ideas, many of which are not available to most investors.
“Alternative investments are an important way to both increase returns and diversification from public markets. This part of our business, which we engage with clients on an advisory basis, is another area that sets us apart.”
Lincoln functions as a focal point for our clients’ wider financial requirements.Our Family Office Services reflect each family’s objectives, needs and aspirations. The goal is to help our clients plan for the future by protecting and growing their assets.
“In addition to our investment expertise we offer a range of services typically associated with a family office that, where required, add significant value for our clients.”
Every client’s portfolio is uniqueThe needs of our clients are complex and diverse. For this reason, we create a Personal Asset Allocation for each of their portfolios. We ensure that our clients’ goals are not made to conform to a pre-defined risk profile. This means no two client portfolios are the same.
We track down the best opportunities for our clients in each asset classWe have a wider investment universe than our much larger competitors. Our network opens the door to investments not readily available to the marketplace. Unrestricted access to the best managers gives us the ability to deliver real, long-term investment performance.
All of our clients' portfolios are managed for performanceInvesting alongside our clients means we share a common passion for long-term investment performance. We make investment decisions with conviction and are not afraid to challenge the consensus. We create real value by engaging with a mixture of strategies, informed by the global oversight of our Investment Committee and Investment Advisory Board.
Our team are passionate investors who are proud of what they do. All of our Advisers have extensive experience in the financial services industry. The majority of the team have spent many years working together at other institutions; we know and trust each other, and have shared values and objectives. Everyone that works at Lincoln is directly engaged with clients and shares our common goal to provide impeccable client service.Ross Elder, FSI CFAManaging PartnerView profileRoss Elder, FSI CFAManaging PartnerRoss is the Managing Partner and a founding partner of Lincoln Private Investment Office. He has been advising private clients since 1997. Before Lincoln, Ross was a Managing Director and Co-Head of Berenberg Private Banking UK, which he launched and built into a successful and well respected business. Ross started his career at James Capel, before becoming a Director at Barclays Wealth, where he ran one of the high net worth client teams.
Ross is a Chartered Financial Analyst (CFA) Charter Holder and a Fellow of the Chartered Institute of Securities and Investments (CISI). He is a panel member for the CISI Fund Management Exam. Ross was voted Top 35 under 35 in European Wealth Management by Wealth Briefing, and twice rated as one of the Top 40 under 40 in private client wealth management by PAM.
Ross studied Finance and Economics at Anglia University and Economics at the Hogeschool Sittard, Netherlands. Away from the office Ross enjoys ski touring, long distance triathlons and spending time with his wife and two young children.
Becky RobbinsChief Operating OfficerView profileBecky RobbinsChief Operating OfficerBecky is the Chief Operating Officer and a founding partner of Lincoln Private Investment Office. Becky is responsible for Operations and Compliance.
Before Lincoln she was Head of Operations at Berenberg Private Banking UK, where she built the platform and processes to support the London advisers. Prior to that she moved with her team from Credit Suisse to set up Jefferies Wealth Management in London. Becky was influential in setting up this business, building its infrastructure and leading the operational build out of the new entity.
Becky is FCA registered and a member of the Chartered Institute of Securities and Investments. She graduated from the University of Newcastle-Upon-Tyne with an honours degree in Financial Business Economics. Away from the office Becky skis and plays tennis as much as she can, and is married with two young children.Fred HerveyChief Investment OfficerView profileFred HerveyChief Investment OfficerFred is the Chief Investment Officer and a founding partner of Lincoln Private Investment Office and has been advising clients on their investments since 1997.
Prior to Lincoln Fred was Managing Director and Co-Head of Berenberg Private Banking UK, where he focused on delivering the Investment Solution to clients. Before that Fred ran a team of bankers advising clients at Barclays Wealth having started his career at James Capel.
Fred is a Fellow of the Chartered Institute of Securities and Investments (CISI) and has been rated as one of the Top 40 under 40 in private client wealth management by PAM. He studied Economics and Management at Royal Holloway University. Away from the office Fred is a keen horseman, and enjoys travelling with his wife and two children.Chris RowellPartnerView profileChris RowellPartnerChris is a Partner and Adviser at Lincoln and is responsible for the client service proposition.
Chris has worked in financial services since 1985, including 15 years spent in private client wealth management at Barclays Wealth. There he managed a team of bankers and advised a broad range of clients including business owners, entrepreneurs, and finance professionals. Chris was a senior member of the Barclays UK Investment Committee, and is a Fellow of the Chartered Institute of Securities and Investments.
Chris is married with one daughter. Away from the office, he enjoys playing golf and cycling.
Ben SternPartnerView profileBen SternPartnerBen is a Partner and Adviser at Lincoln and has over 20 years of experience in wealth management. Prior to Lincoln, Ben was a senior Director at Barclays Wealth, managing a team of bankers and advising clients from a wide range of backgrounds including entrepreneurs, finance industry professionals, and those with family wealth. Ben was a member of the Barclays Wealth UK Investment Committee and he also worked in the Wealth Advisory team with focus on helping clients structure their wealth efficiently.
He is a member of the Chartered Institute for Securities & Investment and holds the CISI Diploma. Outside Lincoln, Ben is a Trustee of a charity supporting children with rare chromosome disorders and is also a director of a fast growing online retail business. He is married with three daughters and enjoys cycling, skiing and travel.Jonathan LanceleyPartnerView profileJonathan LanceleyPartnerJonathan is a Partner and Adviser at Lincoln and has over 20 years wealth management experience. Prior to joining Lincoln, Jonathan was an Executive Director at UBS, where he had worked in a number of roles over a career totaling 15 years. Having joined UBS in 2002, he then joined the newly rebranded Barclays Wealth business in 2006 before being persuaded to return to UBS a year later to set up a new team, which quickly grew to be the largest in the Private Wealth Management business. Despite his success in building the team, his passion and focus has always been very much with his clients.
Jonathan is a Fellow of the Chartered Institute of Securities and Investments and studied Economics and Business at the University of Sheffield.
Away from work, Jonathan enjoys family time with his wife and two children, and is a very keen skier, mountain-biker, and golfer.
Stephen Kattou, CFAAdviserView profileStephen Kattou, CFAAdviserStephen Kattou is an Adviser at Lincoln and oversees the Advisory proposition. Prior to Lincoln he spent 7 years at Barclays Wealth, where he was responsible for managing and advising a diverse client base.
Stephen is a Chartered Financial Analyst (CFA) charterholder and was named in the PAM Top 40 Under 40 in 2019. Stephen studied at the University of Liverpool and has a degree in Accounting.
Away from the office Stephen enjoys cooking, playing golf, and travelling with his family.James MeiklejohnAdviserView profileJames MeiklejohnAdviserJames joined Lincoln as an Adviser in April 2019. He started his career at Robert Fleming in 1998, and subsequently worked at JP Morgan. He then joined Redburn Partners in its infancy in 2006, where he helped build and grow the business into a leading and highly respected European Broker.
James is FCA registered and a member of the Chartered Institute of Securities and Investments. He graduated from the University of Newcastle-Upon-Tyne with an honours degree in Economics and Marketing. Away from work, James enjoys skiing, tennis, and spending time with his wife and three children.Louisa CarruthersAssistant Portfolio ManagerView profileLouisa CarruthersAssistant Portfolio ManagerLouisa Carruthers is an Assistant Portfolio Manager at Lincoln. She supports Fred Hervey with the management of client portfolios.
Louisa graduated from Durham University with a degree in Economics. In 2014, she spent a full summer internship with Lincoln. She holds the Investment Management Certificate (IMC) and passed CFA Level II in Summer 2018. Away from the office, Louisa enjoys sports and spending time with friends and family.
Dipankar Shewaram, CFAInvestment ConsultantView profileDipankar Shewaram, CFAInvestment ConsultantDip is an Investment Consultant at Lincoln. He is a seasoned investment professional having held senior roles at leading institutions over 15 years.
Dip was a portfolio manager at Odey Asset Management. He was previously Head of non-US credit at Western Asset Management, with responsibility for $25 billion of assets and oversight on a further $4 billion. He was a Principal at BlueBay and Co-head of the investment grade and crossover businesses.
Dip is a regular guest lecturer at London Business School, focusing on macro investing and portfolio management. He is a Chartered Financial Analyst (CFA) charterholder and has an MSc in Finance & Economics from London School of Economics, and a degree in Economics from University College London.
Away from the office, Dip enjoys cooking, literature and spending time with his wife and two children.
Josephine WaldronAssistant Operations ManagerView profileJosephine WaldronAssistant Operations ManagerJosephine Waldron is an Assistant Operations Manager and works alongside Becky Robbins. Josephine has worked in the private client industry for 8 years, predominantly within the offshore trust field. Prior to Lincoln she worked at Rothschild in both Guernsey and London.
Josephine graduated from Royal Holloway, University of London with an honours degree in History. She is a member of the Society of Trust and Estate Practitioners and recently obtained a Graduate Diploma in Law. Away from the office, Josephine is a keen skier and enjoys spending time with friends and family.Isabel StephensonAnalystView profileIsabel StephensonAnalystIsabel is an Analyst in the Client Relationships team, providing support to the Advisers, and their clients.
Prior to Lincoln, Isabel undertook the RBS Markets internship and graduate scheme, after which she spent some time working within the property sector, in both sales and investor relationship roles.
Isabel graduated from the London School of Economics with an honours degree in Social Anthropology. She enjoys playing sport, riding and spending time in sunny climates.
Michael HorseyInvestment AnalystView profileMichael HorseyInvestment AnalystMichael is an Investment Analyst at Lincoln, supporting Fred Hervey and Louisa Carruthers with the management of client portfolios.
Before joining Lincoln, he was an equity research analyst at N+1 Singer Capital Markets, an investment bank operating in the UK small cap equity space.
Michael graduated from Durham University with an honours degree in Philosophy, Politics and Economics and passed CFA Level I in Summer 2018. Outside of work, he enjoys playing sport, skiing and spending time with friends and family.
Lucy Morris-EytonOffice ManagerView profileLucy Morris-EytonOffice ManagerLucy Morris-Eyton is the Office Manager at Lincoln. She provides support to the Advisers and oversees the day-to-day management of the office.
Prior to Lincoln, Lucy undertook a variety of roles including guest management with two horse safaris in Africa, and worked as a language assistant at schools in France.
Lucy graduated from the University of Edinburgh with a degree in French and History, and holds the Investment Management Certificate (IMC). Away from the office, Lucy enjoys riding, playing sport and cooking.
We are able to draw on the expertise and relationship network of our Investment Advisory Board. The board acts as an advisory body, providing macro-economic investment insights and introductions to new ideas, funds and investment themes.Richard DavidsonView profileRichard DavidsonRichard has over twenty five years of experience in fund management in many high profile roles including Partner at Lansdowne Partners and Manager of Morgan Stanley Investment Management’s $7bn Global Asset Allocation fund, where he was also Chief Investment Officer and Chief European Equity Strategist in London. Richard has held investment strategy consultant roles at Aubrey Capital Management and Rivercrest Capital and is currently Chairman of the University of Edinburgh Endowment Investment Committee.Dipankar ShewaramView profileDipankar ShewaramDipankar is a seasoned investment professional having held senior roles at leading institutions over 15 years. Dip was a portfolio manager at Odey Asset Management. He was previously Head of non-US credit at Western Asset Management, with responsibility for $25 billion of assets and oversight on a further $4 billion. He was a Principal at BlueBay and Co-head of the investment grade and crossover businesses. Dip is a regular guest lecturer at London Business School, focusing on macro investing and portfolio management. He is a Chartered Financial Analyst (CFA) charterholder and has an MSc in Finance & Economics from London School of Economics, and a degree in Economics from University College London.
Hugh SloaneView profileHugh SloaneHugh is an exceptionally experienced investor. He co-founded Sloane Robinson in 1993 and was the CEO until 2012. Hugh has been the manager of the International and Japanese portfolios since the firm’s inception. He began his investment career at GT Management in 1979, initially in Hong Kong and Japan, before moving to London as investment director of GT and Chairman of its European Investment Committee. He holds a M.Phil. in Economics from Oxford University.
Co-Founder, Investment Management BusinessIT & Telecoms EntrepreneurEuropean Equity Fund ManagerGlobal Equity Fund ManagerListed Company CEOGlobal Engineering Business OwnerProperty EntrepreneurGlobal Design and Engineering EntrepreneurEntrepreneur in the Aviation IndustryPrivate Equity Investor
“Speaking as a client and supporter of Lincoln, I believe that this business brings much needed modernisation to the wealth management industry.”