Lincoln Private Investment Office

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.

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.