Emerging Manager Winner – Lincoln Private Investment Office
Finalists: Tyndall Investment Management; Arvella Investments
The new or developing wealth management business that is deemed to be
providing investment management service excellence to private clients as
their core business model, within the context of their client base.
What the judges say:
Lincoln Private Investment Office entered the award for the third time this year and yet again presented a very strong entry. Their previous two attempts resulted in them being narrowly beaten but this year they deservedly won. In yet another year in which the judges received strong and widely divergent entries, Lincoln Private Investment Office demonstrated their ability to describe the business both in written format and orally to the judges. The business has a strong ethos and culture and remains true to the founding partners’ stated aims of focussing on their clients and growing the business in a controlled manner, taking on clients for the right reason. Indeed, a number of their original clients backed and became clients of the business, and remain investors today.
John Elder, Managing Partner of Family Office Advisers and sub-committee chair, Emerging Manager
What the winner says:
The team at Lincoln were delighted to win this award. It means a great deal to each and every one of us. The Emerging Manager award was not just for new firms but for those that are developing, and that is exactly how we see ourselves. We have had a great period as far as assets and revenue but, like many of our peers, we judge ourselves on service and performance and it is in those areas we really excelled. As a private investment office we differentiate ourselves by only having the team and clients as shareholders, and by all of us investing our money alongside our clients.
Ross Elder, Managing Partner, Lincoln Private Investment Office