Investment Letter Q1 2026

The first quarter of the year proved a tale of two halves. Through January and February, markets continued where they had left off in 2025. Buoyed by the prospect of interest rate cuts and stimulative fiscal policy in developed markets, cyclical regions and sectors...
Financial Times: Gifting and Inheritance

Financial Times: Gifting and Inheritance

We are pleased to see one of our Advisers, Kamila Samin, featured in a Financial Times article exploring the practicalities of gifting and inheritance within high-net-worth families. Full article below: Is it ever right to give one child more money than...

Lincoln Podcast – March 2026

In this episode, Fred Hervey (CIO) and Michael Horsey (Co-Head of Advisory & Portfolio Manager) cover recent geopolitical developments and their implications for markets, including events in the Middle East, Japan and Venezuela. The conversation explores potential...
Financial Times: Gifting and Inheritance

Ross Elder: 2026 PAM 50 Most Influential

Congratulations to our Managing Partner, Ross Elder, who has been featured in the prestigious PAM 2026 ‘50 Most Influential’ list. The list focuses on individuals within the UK who are at the forefront of shaping private client wealth management. Ross’s inclusion is a...