Ben Stern, partner Lincoln Private Investment Office, has won HNW Wealth Manager of the Year in association with Locate Isle of Man, one of 18 categories recognised at the Spear’s Awards 2024, presented in association with ADGM.
The award is for an individual who has demonstrated outstanding service to HNWs in the UK, specialising in managing investable assets between £500,000 and £15 million.
The Spear’s Award’s judging panel was particularly impressed by Stern’s work to drive Lincoln Private Investment Office’s application to be certified as a B-Corp and also to build a compelling proposition for forward-thinking investors and next-gen clients.
The Spear’s Awards acknowledge and honour entrepreneurs, philanthropists and leaders for their innovation, success and outstanding contribution to the wealth management world and beyond.
The finalists for the ‘Oscars of the private client world’ across the 18 categories were unveiled in September and the winners announced on 19 November at Raffles London at The OWO.
The shortlists for the 2024 Spear’s Awards, presented in association with ADGM, honour the very best private client advisers, wealth managers, lawyers and providers of service to HNW and UHNW individuals.
Take a closer look at the winner and the nominees for HNW Wealth Manager of the Year in association with Locate Isle of Man.
HNW Wealth Manager of the Year in association with Locate Isle of Man: The winner
Ben Stern, Lincoln Private Investment Office
Ben Stern’s move from Barclays to Lincoln Private Investment Office reflects a growing trend: boutique firms without external shareholders are gaining popularity. At Lincoln, all shareholders are clients, which enhances their independence and alignment of interests. Stern emphasises that clients appreciate advisers whose interests match their own, as everyone at Lincoln invests their wealth alongside their clients.