Lincoln Private Investment Office
Family officeLondon · 26 people tracked
Investment thesis
Lincoln Private Investment Office provides personalised wealth management aligned with client interests. It builds a bespoke Personal Asset Allocation for each client rather than fitting them into predefined risk profiles, drawing on a broad investment universe and network to access managers and strategies not readily available in the marketplace. The firm offers discretionary portfolio management, advisory access to high-conviction alternative investment ideas, and private office services covering broader financial needs. Investment decisions are informed by an Investment Advisory Board providing macro-economic insight, and ESG considerations are integrated into the process given the firm's long-term investment horizon.
Source: firm website, verified Aug 2, 2026.
Team · 26 people
from the firm's websiteFounding partner and COO overseeing day-to-day operations, compliance, marketing and events. Previously Head of Operations at Berenberg Private Banking UK and helped set up Jefferies Wealth Management in London.
Founding partner and CIO responsible for the investment proposition and chairing the Investment Committee. Formerly Co-Head of Berenberg Private Banking UK. CISI Fellow advising clients since 1997.
Founding partner and Managing Partner responsible for leading the business. Previously Managing Director and Co-Head of Berenberg Private Banking UK and a Director at Barclays Wealth. CFA charterholder and CISI Fellow.
Partner, Adviser and Head of Private Office Services leading intermediary relationships and the Responsible Investing Committee; joined in 2015 after being a Director at Barclays Wealth.
Partner, Adviser and Head of Client Relationships overseeing the advisers and client service proposition; joined in 2014 with a background at Barclays Wealth.
Partner and Adviser providing investment advice to clients; joined in 2019. Previously worked at Robert Fleming, JP Morgan, and Redburn Partners.
Partner and Adviser; joined in 2017 with over 20 years of wealth management experience, including 15 years at UBS as an Executive Director.
Partner, Adviser and Chair of the Advisory Investment Committee overseeing the firm's alternative investment offering. Joined in 2015 after seven years at Barclays Wealth. CFA charterholder.
Partner, Adviser and Chairman of The Lincoln Foundation; joined in 2022. Previously a Director at Barclays wealth management and co-founder of its Financial Institutions Group.
Client Analyst supporting advisers and their clients; joined in 2025 after graduating from Strathclyde University with a first-class degree in Finance and Economics.
Strategic Advisory Board member with a 25-year career at US investment banks; founder and Managing Director of Coombe Advisers.
Assistant Adviser supporting advisers and their clients; joined in 2023. Holds the CISI Investment Advice Diploma.
Investment Advisory Board member with senior credit roles at BlueBay and Western Asset Management; guest lecturer at London Business School.
Strategic Advisory Board member and former Chief Executive of Morse Plc and Executive Chairman of Monitise plc.
Client Analyst supporting advisers and their clients; joined in 2022.
Assistant Wealth Planner supporting advisers and clients; joined in July 2025 after seven years at Tavistock Private Client.
Investment Advisory Board member who co-founded Sloane Robinson in 1993 and served as CEO until 2012.
Strategic Advisory Board member and founding partner of Kings Park Capital, a private equity manager in the European leisure sector.
Investment Advisory Board member and experienced investor; formerly at UBS, Morgan Stanley, and managed a hedge fund at GLG.
Adviser providing investment advice to clients; joined in 2022 after five years at Barclays Wealth. Law graduate who has passed CFA Level 1.
Wealth Planning Team Assistant supporting the Wealth Planning Team; joined in 2026 with prior data analyst experience at YTREE Limited.
Chief of Staff and qualified Adviser who supports the management of the business; joined in 2017. Holds an MBA from Durham and is a CISI member.
Strategic Advisory Board member and former Chief Executive of Barclays Corporate & Commercial Bank; holds several non-executive director roles.
Investment Advisory Board member with 25+ years in fund management; Chairman of the University of Edinburgh Endowment Investment Committee and former Partner at Lansdowne Partners.
Adviser and member of Lincoln's Investment and Alternative Investment Committees, focusing on entrepreneurs and real estate/financial sector professionals.
Wealth Planner focusing on comprehensive, tax-efficient wealth and estate planning; joined in December 2024 after being a Partner at Tavistock Select.
Principals & officers · per Companies House
what is this? ⓘLLP designated member · since 2013
LLP designated member · since 2013
LLP member · since 2025
LLP member · since 2014
LLP member · since 2025
LLP member · since 2025
LLP member · since 2025
LLP member · since 2022
LLP member · since 2025
LLP member · since 2019
+10 more officers on the register
Ross Austin Elder — significant influence or control limited liability partnership
Frequently asked questions
- What sectors does Lincoln Private Investment Office focus on?
- Lincoln Private Investment Office focuses on Sector Agnostic.
- Where is Lincoln Private Investment Office located?
- Lincoln Private Investment Office is headquartered in London, GB.
Similar investors
3TS Capital Partners is a European technology-focused venture growth investment adviser whose funds provide expansion and buyout capital to high-growth SMEs in technology, media, communications and technology-enabled services across the DACH, CEE and Nordic regions.
4Di Capital is an early-stage venture capital firm backing Africa-based entrepreneurs building companies for both regional and global markets.
500 Global (formerly 500 Startups) is a venture firm that works with founders, investors, public and private institutions, and partners to build innovation ecosystems. It publishes a newsletter, The Opportunity Stack, covering health, climate, financial inclusion, and digital infrastructure.
83North is a global venture capital firm that invests across the US, Europe, and Israel, operating with four equal partners and a lean structure.
8VC is a venture capital firm built on its 'Smart Enterprise' thesis, investing in data integration platforms and network-effect businesses across multiple industries.