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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.
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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.
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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.
Why Lincoln
What We Do
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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.”
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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.”
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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.
“Our Family Office Services allow us to take a comprehensive approach when advising our clients, to ensure that all aspects of their financial circumstances and requirements are considered.”
How We Invest
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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.
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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.
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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.
Who We Are
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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. As Managing Partner, Ross is responsible for leading and managing the business. As an Adviser, Ross provides investment advice to his clients and is a member of Lincoln’s Investment Committee and Alternative Investment Committee.
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 was previously a Director at Barclays Wealth, having started his career at James Capel.
Ross is a Chartered Financial Analyst (CFA) Charter Holder and a Fellow of the Chartered Institute of Securities and Investments (CISI). He was named the Spear’s High Net Worth Asset Manager of the Year in 2018 and 2023 and Leading Advisor by WealthBriefing in 2019.
Ross studied Finance and Economics at Anglia University and Economics at the Hogeschool Sittard, Netherlands. Away from the office Ross enjoys ski touring and long-distance triathlons. He is married with two children.Becky RobbinsChief Operating OfficerView profileBecky RobbinsChief Operating OfficerBecky is the Chief Operating Officer and a founding partner of Lincoln Private Investment Office. As COO, she is responsible for the day-to-day operational business for Lincoln. Becky is also Head of Compliance and leads Marketing and Events for the firm.
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 is a member of the Chartered Institute of Securities and Investments (CISI). She graduated from the University of Newcastle-Upon-Tyne with an honours degree in Financial Business Economics. In 2023, Becky was awarded the Women in Wealth Management at The WealthBriefing European Awards.
Away from the office Becky loves to be with her family and children.
Fred HerveyChief Investment OfficerView profileFred HerveyChief Investment OfficerFred is the Chief Investment Officer and a founding partner of Lincoln Private Investment Office. As CIO, Fred is responsible for the investment proposition at Lincoln and chairs the Investment Committee.
Fred 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).
He studied Economics and Management at Royal Holloway University. Away from the office Fred is married with two children and enjoys travelling.
Chris RowellHead of Client RelationshipsView profileChris RowellHead of Client RelationshipsChris is a Partner, an Adviser and is Head of Client Relationships. As an Adviser, Chris provides investment advice to his clients and is a member of Lincoln’s Investment Committee and Alternative Investment Committee. He also oversees Lincoln’s team of Advisers and all aspects of the Client Service Proposition.
Chris joined Lincoln in 2014 and 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 private bankers and advised a broad range of clients including business owners, entrepreneurs, and finance professionals. He was a senior member of the Barclays Wealth UK Investment Committee.
Chris is a Fellow of the Chartered Institute of Securities and Investments (CISI) and holds the CISI Diploma.
Chris is married with one daughter. Away from the office, he enjoys playing golf.
Ben SternPartnerView profileBen SternPartnerBen is a Partner, an Adviser and is Head of Family Office Services. In this role, he is responsible for managing all the firm’s intermediary relationships and leads the Responsible Investing Committee. As an Adviser, Ben provides investment advice to his clients and is a member of Lincoln’s Investment Committee and Alternative Investment Committee.
Ben joined Lincoln in 2015 and has over 25 years of experience in wealth management. Prior to Lincoln, he was a senior Director at Barclays Wealth, managing a team of bankers and advising clients from a wide range of backgrounds. 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 (CISI) 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 an online retail business. He is married with three daughters and enjoys cycling, skiing and travel.
Jonathan LanceleyPartnerView profileJonathan LanceleyPartnerJonathan is a Partner and Adviser. His focus is providing investment advice to his clients. He is also a member of Lincoln’s Investment Committee and Alternative Investment Committee.
Jonathan joined Lincoln in 2017 and has over 20 years’ wealth management experience, with 15 years spent at UBS where he was an Executive Director. At UBS, he 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, Jonathan’s passion and focus has always been very much with his clients.
Jonathan is a Fellow of the Chartered Institute of Securities and Investments (CISI) and studied Economics and Business at the University of Sheffield.
Away from work, Jonathan is married with two children. He is a very keen skier, mountain-biker, and golfer.
Stephen Kattou, CFAPartnerView profileStephen Kattou, CFAPartnerStephen is a Partner, an Adviser and is Head of Advisory Investments. In this role Stephen is responsible for the firm’s Alternative Investment offering and as such chairs the Alternative Investment Committee. As an Adviser, Stephen provides investment advice to his clients and is a member of Lincoln’s Investment Committee.
Stephen joined Lincoln in 2015. He previously 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) charter holder 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.
Stephen is married with one daughter. Away from the office he enjoys cooking, playing golf, and travelling with his family.
James MeiklejohnPartnerView profileJames MeiklejohnPartnerJames is a Partner and Adviser. His focus is providing investment advice to his clients. He is also a member of Lincoln’s Investment Committee and Alternative Investment Committee.
James joined Lincoln in 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 a member of the Chartered Institute of Securities and Investments (CISI).
He graduated from the University of Newcastle-Upon-Tyne with an honours degree in Economics and Marketing. Away from work, James is married with three children and enjoys skiing and tennis.
Tom BraithwaitePartnerView profileTom BraithwaitePartnerTom is a Partner and Adviser. His focus is providing investment advice to his clients. He is also a member of Lincoln’s Investment Committee and Alternative Investment Committee. Tom joined the team in 2022.
He began his career in 2003 as a Special Risks broker in Lloyds of London. In 2007 he joined the wealth management business at Barclays where he was a director and co-founder of the Financial Institutions Group advising individuals and their families from the investment banking, hedge funds, private equity and venture capital, and insurance sectors.
Tom is a Fellow of the Chartered Institute of Securities and Investment (CISI).
Tom graduated from the University of West of England, Bristol with an honours degree in International Business Studies & French. Outside of work, Tom is married with two children and enjoys skiing, sailing, and golf.
Kamila SaminAdviserView profileKamila SaminAdviserKamila is an Adviser, and her focus is providing investment advice to her clients. She is also a member of Lincoln’s Investment Committee and Alternative Investment Committee.
Kamila joined the team in 2022. Prior to Lincoln she spent 5 years at Barclays Wealth, with a particular focus on managing the affairs of financial professionals and entrepreneurs.
Kamila graduated from the University of Manchester with a 1st Class Honours Degree in Law. She holds the certificate in Private Client Investment Advice & Management and Investment Management Certificate (IMC) and has passed CFA Level 1.
Outside of the office, Kamila enjoys cooking, travelling and spending time with friends and family.
Louisa Carruthers, CFAPortfolio ManagerView profileLouisa Carruthers, CFAPortfolio ManagerLouisa Carruthers is a Portfolio Manager. She supports Fred Hervey with the management of the investment proposition and plays a key role in portfolio implementation. She joined Lincoln in 2016.
Louisa graduated from Durham University with a degree in Economics. She is a Chartered Financial Analyst (CFA) charterholder and won the WealthBriefing Rising Star Under 30 award in 2022.
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. He is a seasoned investment professional having held senior roles at leading institutions for over 20 years.
Dip was a Principal at BlueBay and Co-head of the investment grade and crossover businesses. 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.
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 and literature. He is married with two children.
Josephine RobinsonOperations and Compliance ManagerView profileJosephine RobinsonOperations and Compliance ManagerJosephine is an Operations and Compliance Manager. She manages the day-to-day operations for Lincoln.
Josephine joined Lincoln in 2017 and has worked in the private client industry since 2011, 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 obtained a Graduate Diploma in Law.
Josephine is married with one son. She is a keen skier and enjoys spending time with friends and family.
Michael Horsey, CFAAssociate Portfolio ManagerView profileMichael Horsey, CFAAssociate Portfolio ManagerMichael is an Associate Portfolio Manager, supporting with the management of client portfolios. He also assists Stephen Kattou with the Advisory Investments proposition.
Michael joined Lincoln in 2019. Before 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 is a Chartered Financial Analyst (CFA) charterholder.
Michael is married with one daughter. Outside of work, he enjoys playing sport, skiing and spending time with friends and family.
Lucy BaxterAssociate AdviserView profileLucy BaxterAssociate AdviserLucy is an Associate Adviser and Associate Chief of Staff. She provides assistance to the Advisers and supports the management of the business. She joined Lincoln in 2017.
Lucy graduated from the University of Edinburgh with a degree in French and History. She is a member of the Chartered Institute for Securities and Investments (CISI) and holds the certificate in Private Client Investment Advice & Management and Investment Management Certificate (IMC).
Lucy is married, and away from the office enjoys riding and cooking.
Rupert ColeyAssociate AdviserView profileRupert ColeyAssociate AdviserRupert is an Associate Adviser, providing support to the Advisers and their clients.
Rupert joined the team in 2019. Prior to Lincoln, Rupert spent a year as an Exchange Operations Analyst for Fixnetix Ltd.
Rupert graduated from Oxford Brookes University with a 1st Class Honours Degree in International Business. He holds the certificate in Private Client Investment Advice & Management and Investment Management Certificate (IMC).
Away from the office, Rupert enjoys playing golf and rugby sevens in the summer.
Giorgina BaldwinAssistant Operations ManagerView profileGiorgina BaldwinAssistant Operations ManagerGiorgina Baldwin is an Assistant Operations Manager, carrying out the day-to-day operations for Lincoln.
Giorgina joined Lincoln in 2022. She graduated from the University of Birmingham with an Honours Degree in International Relations with Economics.
Over a period of 10 years, Giorgina had a career in the elite sporting world, playing football for many of the highest-level teams in the London area. Today, she enjoys exercise, spending time with family and friends and travelling.
Angus HolmesAssistant Portfolio ManagerView profileAngus HolmesAssistant Portfolio ManagerAngus is an Assistant Portfolio Manager, providing support with the management of client portfolios.
Angus joined the team in 2022. Prior to Lincoln, he was an Investment Banking Analyst at Stifel Nicolaus Europe, as part of the Chemicals team.
Angus graduated from the University of Exeter with a 1st Class Honours degree in Economics and Politics. He has passed CFA Levels I, II and III and holds the Investment Management Certificate (IMC).
Outside of the office, Angus enjoys playing cricket, climbing and reading.
Hazel McClellandAssistant Operations ManagerView profileHazel McClellandAssistant Operations ManagerHazel McClelland is an Assistant Operations Manager, carrying out the day-to-day operations for Lincoln. She also assists Becky Robbins with the firm’s marketing and events.
Hazel joined Lincoln in 2021. She graduated from Exeter University with a 1st Class Honours Degree in Geography and Spanish. She spent her third year on industrial placement spending six months working for The Safari Collection based in Kenya and the remainder working for an NGO based in Uganda.
Away from the office, she enjoys travelling, playing tennis and spending time with friends and family.
Daniel CunninghamClient AnalystView profileDaniel CunninghamClient AnalystDaniel is a Client Analyst, providing support to the Advisers and their clients. He joined Lincoln in 2023.
Daniel graduated from Loughborough University with a degree in Accounting and Financial Management. He spent his industrial placement year at Mastercard as a Finance Analyst.
Away from the office, Daniel enjoys skiing, scuba diving and playing football.
Ella JonesTeam AssistantView profileElla JonesTeam AssistantElla Jones is the Team Assistant. She supports the team with the day-to-day running of the office. She joined the team in 2022.
Ella graduated from the Fashion Retail Academy with a Fashion Business Diploma achieving a distinction. Whilst studying, she gained two years of retail experience.
Outside of the office she enjoys travelling and socialising with her friends and family.
Isobel FarnsworthReceptionistView profileIsobel FarnsworthReceptionistIsobel is the Receptionist. She provides support to the day-to-day management of the office. She joined the team in 2023.
Isobel graduated from The University of Nottingham with a bachelor’s degree in English. Previously she worked for Sheffield City Council processing public appeals and has also had several years of customer service experience prior to this.
Isobel is passionate about literature and away from the office she frequently reads, goes dancing and spends time with her friends and family.
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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. He was a Principal at BlueBay and Co-head of the investment grade and crossover businesses. Dip 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. 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.
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Our Strategic Advisory Board provides Lincoln with advice and guidance on the development of the business. The Board have all been involved in running their own businesses or large divisions of listed companies. Their experience and expertise impacts the longer term strategic decision making of Lincoln to the benefit of our clients.Ausaf AbbasView profileAusaf AbbasAusaf had a 25 year career at two US investment banks. He held the roles of Head of Sales and Marketing at Morgan Stanley Wealth Management and before that was Head of EMEA Global Private Client at Merrill Lynch.
He is the founder and Managing Director of Coombe Advisers, providing strategic, financial and investment advice to a range of clients and businesses.
Peter HarveyView profilePeter HarveyPeter is the former Chief Executive of Barclays Corporate & Commercial Bank and Vice Chair of UK Banking. Peter worked at Barclays for 34 years, retiring from the bank in 2008.
Peter currently holds a number of non-executive director positions. He also spends his time mentoring individuals and business, and assists Saracens Rugby Club with their personal development programme.
Jason KatzView profileJason KatzJason Katz is a founding partner of Kings Park Capital, a private equity manager investing in the European leisure sector. He has been involved in the leisure sector for 20 years, having started his career at SG Warburg (later UBS Investment Bank) where he spent 13 years leading his team.
Alongside Kings Park Capital, Jason holds a number of board positions.
Duncan McIntyreView profileDuncan McIntyreDuncan is the former Chief Executive of Morse Plc, a technology company which he grew to be an international publicly quoted market leader. Following Morse, he became Executive Chairman of Monitise plc, a mobile banking and payments company, during which time it developed from concept to a market leading position.
Since then, Duncan has held several chairman and non-executive positions where he assists building and advising companies.
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Lincoln is jointly owned by the team and a number of our clients. Our client shareholders are an experienced group of individuals across a range of sectors and industries. Their support and input is invaluable to Lincoln as a business and a significant benefit to all of our clients.Business Owners and Entrepreneurs
IT & Telecoms Entrepreneur
Listed Company CEO
Global Engineering Business Owner
Property Entrepreneur
Global Design and Engineering Entrepreneur
Entrepreneur in the Aviation Industry
Property Asset Manager
Digital Marketing Communications Entrepreneur
CEO of Multinational Engineering BusinessFinancial Services Industry Professionals
Co-founder, Investment Management Business
European Equity Fund Manager
Global Equity Fund Manager
Private Equity Investor
Multi-Asset Class Investment Manager
Private Equity Manager
UK Equity Fund Manager
Global Alternative Investment Manager