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.

Lincoln Private Investment Office

Family office

London · 26 people tracked

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Investment thesis

Lincoln Private Investment Office provides wealth management centered on individual clients, creating a Personal Asset Allocation for each portfolio rather than fitting clients into pre-defined risk profiles. It offers discretionary management for clients delegating wealth management, advisory investments providing access to high-conviction alternative investment ideas, and private office services covering wider financial needs. The firm emphasizes access to a broad investment universe and managers not readily available to the market, drawing on its Investment Advisory Board for macro-economic insights and new ideas. It invests alongside clients for long-term performance and integrates ESG considerations into its investment process, emphasizing sustainability given its long-term horizon.

Invests inSector AgnosticLondon United Kingdom

Source: firm website, verified Sep 27, 2026.

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London, GB

Instruments

Equity

Founded

2013

Team · 26 people

from the firm's website

Becky Robbins· Chief Operating Officer· San Antonio, Texas Metropolitan Areain

Founding 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.

Fred Hervey· Chief Investment Officer· United Kingdomin

CIO and founding partner responsible for the investment proposition and chairs the Investment Committee. Previously Managing Director and Co-Head of Berenberg Private Banking UK.

Ross Elder· Managing Partner· Rickmansworth, England, United Kingdomin

Managing Partner and founding partner responsible for leading the business. Previously Managing Director and Co-Head of Berenberg Private Banking UK and a Director at Barclays Wealth. A CFA charterholder and CISI Fellow.

Ben Stern· Partner· Greater London, England, United Kingdomin

Partner, Adviser and Head of Private Office Services who leads the Responsible Investing Committee and manages intermediary relationships. Joined in 2015 with over 25 years of wealth management experience, previously a Director at Barclays Wealth.

Chris Rowell· Head of Client Relationships· London, England, United Kingdomin

Partner, Adviser and Head of Client Relationships who joined in 2014, overseeing the Advisers and client service. Previously spent 15 years in private client wealth management at Barclays Wealth. A CISI Fellow.

James Meiklejohn· Partner· Greater London, England, United Kingdomin

Partner and Adviser who joined in 2019, previously with Robert Fleming, JP Morgan and Redburn Partners. A CISI member.

Jonathan Lanceley· Partner· United Kingdomin

Partner and Adviser who joined in 2017 with over 20 years of wealth management experience, including 15 years at UBS as an Executive Director. A CISI Fellow.

Stephen Kattou· Partner· United Kingdomin

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. A CFA charterholder.

Tom Braithwaite· Partner· London, England, United Kingdomin

Partner, Adviser and Chairman of The Lincoln Foundation who joined in 2022. Previously a Director and co-founder of the Financial Institutions Group at Barclays.

Alex Richman· Client Analyst· Rickmansworth, England, United Kingdomin

Client Analyst who joined in 2025, supporting Advisers and their clients. Graduated with a first-class degree in Finance and Economics from Strathclyde.

Ausaf Abbas· Strategic Advisory Board

Strategic Advisory Board member with a 25-year career at US investment banks, including Head of Sales and Marketing at Morgan Stanley Wealth Management. Founder and Managing Director of Coombe Advisers.

Daniel Cunningham· Assistant Adviser· Temple, Texas, United States

Assistant Adviser who joined in 2023, supporting Advisers and their clients. Holds the CISI Investment Advice Diploma.

Dipankar Shewaram· Investment Advisory Board

Investment Advisory Board member with over 20 years of senior investment roles, formerly a Principal at BlueBay and Head of non-US credit at Western Asset Management. A guest lecturer at London Business School.

Duncan McIntyre· Strategic Advisory Board

Strategic Advisory Board member and former Chief Executive of Morse Plc and Executive Chairman of Monitise plc, holding several chairman and non-executive roles.

Ella Jones· Client Analyst· United Kingdomin

Client Analyst who joined in 2022, supporting Advisers and their clients.

Holly Hart· Assistant Wealth Planner· Greater London, England, United Kingdomin

Assistant Wealth Planner who joined in July 2025, previously spending seven years at Tavistock Private Client, working towards a Diploma in Financial Planning.

Hugh Sloane· Investment Advisory Board

Investment Advisory Board member who co-founded Sloane Robinson in 1993 and served as CEO until 2012. Began his investment career at GT Management in 1979.

Jason Katz· Strategic Advisory Board

Strategic Advisory Board member and founding partner of Kings Park Capital, a private equity manager in the European leisure sector, with a career starting at SG Warburg.

Jason Mackay· Investment Advisory Board

Investment Advisory Board member and experienced investor, formerly at UBS and a Managing Director at Morgan Stanley, and manager of a $3bn hedge fund at GLG.

Kamila Samin· Adviser· United Kingdomin

Adviser who joined in 2022 after five years at Barclays Wealth, focusing on advising financial professionals and entrepreneurs. Has passed CFA Level 1.

Katy Tol· Wealth Planning Team Assistant

Wealth Planning Team Assistant who joined in 2026, previously a Data Analyst at YTREE Limited, working towards a Diploma in Financial Planning.

Lucy Baxter· Chief of Staff· London, England, United Kingdomin

Chief of Staff and qualified Adviser who joined in 2017 and supports the management of the business. She holds an MBA from Durham and is a CISI member.

Peter Harvey· Strategic Advisory Board

Strategic Advisory Board member and former Chief Executive of Barclays Corporate & Commercial Bank and Vice Chair of UK Banking, having worked at Barclays for 34 years.

Richard Davidson· Investment Advisory Board

Investment Advisory Board member with over 25 years in fund management, currently Chairman of the University of Edinburgh Endowment Investment Committee. Formerly Partner at Lansdowne Partners and a CIO at Morgan Stanley Investment Management.

Rupert Coley· Adviser· United Kingdomin

Adviser and member of Lincoln's Investment and Alternative Investment Committees, focusing on entrepreneurs and real estate and financial sector professionals.

Stuart Moss· Wealth Planner· Greater London, England, United Kingdomin

Wealth Planner who joined in December 2024, focusing on comprehensive wealth and estate planning. Previously a Partner at Tavistock Select. Chartered and Certified Financial Planner.

Principals & officers · per Companies House

what is this? ⓘ

Ross Austin Elder

LLP designated member · since 2013

Rebecca Sara Robbins

LLP designated member · since 2013

Paul Anthony Bartlett

LLP member · since 2025

John Bennett

LLP member · since 2014

Louisa Berry

LLP member · since 2025

Hayley Boland

LLP member · since 2025

Robert Alan Boland

LLP member · since 2025

Thomas Braithwaite

LLP member · since 2022

Christopher Mark Arthur Brown

LLP member · since 2025

Jeremy Martin Buhlmann

LLP member · since 2019

+10 more officers on the register

Ownership & control

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.

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