Find your path to Jonathan
1,247 people in our graph share verified history with Jonathan — schools, employers, funds. One of them is your warm intro.
Jen WangunlockedJonathan: together at UBS (2016)
×7Jonathan: together at Barclays
Jonathan: together at UBS
×3Jonathan: together at University of Sheffield
About
Partner and Adviser; joined in 2017 with over 20 years of wealth management experience, including 15 years at UBS as an Executive Director.
Experience
- Lincoln Private Investment OfficePartnercurrent2018 — present
- UBSExecutive Director2012 — 2018
- UBSDesk Head2007 — 2012
- Barclays Wealth ManagementDirector2006 — 2007
- UBSDirector2002 — 2006
Skills & more
Equities6Wealth Management16Strategic Financial Planning1Investments1Hedge Funds3Asset Management10Private Banking4
From Jonathan's professional profile.
Colleagues at Lincoln Private Investment Office
Alex Richman
Client Analyst at Lincoln Private Investment Office
Ausaf Abbas
Investor at Lincoln Private Investment Office
Becky Robbins
Chief Operating Officer at Lincoln Private Investment Office
Ben Stern
Partner at Lincoln Private Investment Office
Chris Rowell
Head of Client Relationships at Lincoln Private Investment Office
Daniel Cunningham
Assistant Adviser at Lincoln Private Investment Office
Dipankar Shewaram
Investor at Lincoln Private Investment Office
Duncan McIntyre
Investor at Lincoln Private Investment Office
Frequently asked questions
- Who is Jonathan Lanceley?
- Partner and Adviser; joined in 2017 with over 20 years of wealth management experience, including 15 years at UBS as an Executive Director.
- Where does Jonathan Lanceley work?
- Jonathan Lanceley is Partner at Lincoln Private Investment Office.
- Where did Jonathan Lanceley go to school?
- Jonathan Lanceley studied at University of Sheffield.
Same school
Also attended University of Sheffield158
Dominic JacquessonInvestor at Index VenturesSridhar RamaswamyEntrepreneur in Residence & Venture Partner at GV (Google Ventures)Francois PrinslooInvestor at MedicxiRoberto BonanzingaPartner at Inreach VenturesAndrew McLoughlinBrit in San Francisco; seed-stage venture capital investorXavier MesnierPartner, Head of Frontiers in Health & Bio Investments at Verve Ventures
+ 152 more
Shared employers
Also worked at UBS1,109
Vlad YatsenkoCo-founder & CTO of RevolutJen WangDeal Operations Manager at Felicis VenturesMartin MignotInvestor at Index VenturesBirgitteInvestor at InvestinorSauvanne Saint-LégerInvestor at DaphniElena PantaziPartner & Head of Platform at Northzone
+ 1,103 more
Also worked at Barclays Wealth Management43
Edward InnsPrincipal at Cambridge Innovation CapitalViviana StavrevaVice President at GP BullhoundKärt SiilatsVenture Partner at SuperAngelWill ClarkHead of Business Development at Guinness VenturesGeorge PennockPartner at Four Seasons VenturesRay EugeniPartner at Deepbridge Capital
+ 37 more