A modern, unconflicted
Private Investment Office
Why Lincoln
We are on our clients’ side. We were founded with one aim; to make wealth management work for our clients. Our strength lies in understanding exactly what our clients want to achieve and providing a personal service on an individual basis. We have built the business to be as aligned as it can be and always focused on our clients’ best interests.
What We Do
Discretionary
Management
For clients who wish to delegate the management of their wealth.
Advisory
Investments
For clients who wish to access intelligent, high-conviction Alternative Investment ideas to complement their Discretionary portfolio.
Private Office
Services
We act as a focal point for our clients’ wider financial requirements.
How We Invest
Every client’s portfolio is unique
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The needs of our clients are complex and diverse. For this reason, we create a Personal Asset Allocation for each of their portfolios utilising a consistent and structured framework. We ensure that our clients’ goals are not made to conform to a pre-defined risk profile.
We source the best opportunities for our clients
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We 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 engage with a mixture of strategies to deliver real long-term value for our clients.
Our client portfolios are managed for performance
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Investing alongside our clients means we share a common passion for long-term investment performance. Drawing on the expertise of our Investment Advisory Board, we make investment decisions with conviction and are not afraid to challenge the consensus.
We are committed to investing responsibly
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Alongside our focus on delivering financial returns for our clients, we integrate ESG (Environmental, Social and Governance) into our investment process. We are long-term investors so the sustainability of the investments we make on behalf of our clients is of great importance.
Who We Are
Lincoln
Team
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.
Investment
Advisory Board
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.
Strategic
Advisory Board
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.