Ross Elder, FSI CFA
Managing Partner
Ross is the Managing Partner and a founding partner of Lincoln Private Investment Office. As Managing Partner, Ross is responsible for leading and managing the business. As an Adviser, Ross provides investment advice to his clients and is a member of Lincoln’s Investment Committee and Alternative Investment Committee.
Before Lincoln, Ross was a Managing Director and Co-Head of Berenberg Private Banking UK, which he launched and built into a successful and well-respected business. Ross was previously a Director at Barclays Wealth, having started his career at James Capel.
Ross is a Chartered Financial Analyst (CFA) Charter Holder and a Fellow of the Chartered Institute of Securities and Investments (CISI). He was named the Spear’s High Net Worth Asset Manager of the Year in 2018 and 2023 and Leading Advisor by WealthBriefing in 2019.
Ross studied Finance and Economics at Anglia University and Economics at the Hogeschool Sittard, Netherlands. Away from the office Ross enjoys ski touring and long-distance triathlons. He is married with two children.
Becky Robbins
Chief Operating Officer
Becky is the Chief Operating Officer and a founding partner of Lincoln Private Investment Office. As COO, she is responsible for the day-to-day operational business for Lincoln. Becky is also Head of Compliance and leads Marketing and Events for the firm.
Before Lincoln she was Head of Operations at Berenberg Private Banking UK, where she built the platform and processes to support the London advisers. Prior to that she moved with her team from Credit Suisse to set up Jefferies Wealth Management in London.
Becky is a member of the Chartered Institute of Securities and Investments (CISI). She graduated from the University of Newcastle-Upon-Tyne with an honours degree in Financial Business Economics. In 2023, Becky was awarded the Women in Wealth Management at The WealthBriefing European Awards.
Away from the office Becky loves to be with her family and children.
Fred Hervey
Chief Investment Officer
Fred is the Chief Investment Officer and a founding partner of Lincoln Private Investment Office. As CIO, Fred is responsible for the investment proposition at Lincoln and chairs the Investment Committee.
Fred has been advising clients on their investments since 1997. Prior to Lincoln Fred was Managing Director and Co-Head of Berenberg Private Banking UK, where he focused on delivering the Investment Solution to clients. Before that Fred ran a team of bankers advising clients at Barclays Wealth having started his career at James Capel.
Fred is a Fellow of the Chartered Institute of Securities and Investments (CISI).
He studied Economics and Management at Royal Holloway University. Away from the office Fred is married with two children and enjoys travelling.
Chris Rowell
Head of Client Relationships
Chris is a Partner, an Adviser and is Head of Client Relationships. As an Adviser, Chris provides investment advice to his clients and is a member of Lincoln’s Investment Committee and Alternative Investment Committee. He also oversees Lincoln’s team of Advisers and all aspects of the Client Service Proposition.
Chris joined Lincoln in 2014 and has worked in financial services since 1985, including 15 years spent in private client wealth management at Barclays Wealth. There he managed a team of private bankers and advised a broad range of clients including business owners, entrepreneurs, and finance professionals. He was a senior member of the Barclays Wealth UK Investment Committee.
Chris is a Fellow of the Chartered Institute of Securities and Investments (CISI) and holds the CISI Diploma.
Chris is married with one daughter. Away from the office, he enjoys playing golf.
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.
Richard Davidson
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Richard has over twenty-five years of experience in fund management and is currently Chairman of the University of Edinburgh Endowment Investment Committee.
Richard has had many high-profile roles including Partner at Lansdowne Partners and Manager of Morgan Stanley Investment Management’s $7bn Global Asset Allocation fund, where he was also Chief Investment Officer and Chief European Equity Strategist in London. Richard has held investment strategy consultant roles at Aubrey Capital Management and Rivercrest Capital.
Jason Mackay
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Jason is a highly experienced investor.
He worked for 8 years in equities for UBS and was a Managing Director at Morgan Stanley on their proprietary trading desk. Jason then managed an award winning $3bn Hedge Fund at GLG for 7 years.
Over the last 14 years, Jason has run his own money across private and public markets. He has also founded several companies and sat on numerous boards. Jason holds a degree in History from Durham University.
Dipankar Shewaram
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Dipankar is a seasoned investment professional having held senior roles at leading institutions for over 20 years. He was a Principal at BlueBay and Co-head of the investment grade and crossover businesses. Dip was previously Head of non-US credit at Western Asset Management, with responsibility for $25 billion of assets and oversight on a further $4 billion.
Dip is a regular guest lecturer at London Business School, focusing on macro investing and portfolio management. He also sits on the Motability Foundation Investment Committee and Westminster School Investment Committee.
Hugh Sloane
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Hugh is an exceptionally experienced investor. He co-founded Sloane Robinson in 1993 and was the CEO until 2012. Hugh has been the manager of the International and Japanese portfolios since the firm’s inception.
Hugh began his investment career at GT Management in 1979, initially in Hong Kong and Japan, before moving to London as investment director of GT and Chairman of its European Investment Committee.
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.
Ausaf Abbas
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Ausaf had a 25 year career at two US investment banks. He held the roles of Head of Sales and Marketing at Morgan Stanley Wealth Management and before that was Head of EMEA Global Private Client at Merrill Lynch.
He is the founder and Managing Director of Coombe Advisers, providing strategic, financial and investment advice to a range of clients and businesses.
Peter Harvey
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Peter is the former Chief Executive of Barclays Corporate & Commercial Bank and Vice Chair of UK Banking. Peter worked at Barclays for 34 years, retiring from the bank in 2008.
Peter currently holds a number of non-executive director positions. He also spends his time mentoring individuals and businesses, and assists Saracens Rugby Club with their personal development programme.
Jason Katz
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Jason is a founding partner of Kings Park Capital, a private equity manager investing in the European leisure sector. He has been involved in the leisure sector for 20 years, having started his career at SG Warburg (later UBS Investment Bank) where he spent 13 years leading his team.
Alongside Kings Park Capital, Jason holds a number of board positions.
Duncan McIntyre
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Duncan is the former Chief Executive of Morse Plc, a technology company which he grew to be an international publicly quoted market leader. Following Morse, he became Executive Chairman of Monitise plc, a mobile banking and payments company, during which time it developed from concept to a market leading position.
Since then, Duncan has held several chairman and non-executive positions where he assists building and advising companies.