Ross Elder: 2025 PAM 50 Most Influential

Ross Elder: 2025 PAM 50 Most Influential

Congratulations to our Managing Partner, Ross Elder, who has been featured in the prestigious 2025 PAM ‘50 Most Influential’ list. This list recognises individuals in the UK and Crown Dependencies who are shaping the future of private wealth management through...
HNW Wealth Manager of the Year: Ben Stern on investing in his own firm and sharing its values

Ben Stern: HNW Wealth Manager of the Year

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...

Investment Letter Q4 2024

“I prefer an uncomfortable truth to a comfortable lie.” Javier Milei The final quarter of 2024 lived up to its action-packed billing. Economic indicators in the UK had been showing depressed levels of activity as the country waited to hear from a Labour chancellor for...

Trump: Is What You See What You Get?

We write this piece in the aftermath of a convincing victory for Donald Trump in the US presidential election, with the Republican Party also having taken control of the Senate and the House of Representatives. Financial markets had begun to move in Trump’s favour...