Stephen Kattou

Spear’s Review

Stephen Kattou believes that Lincoln Private Investment Office’s independent, partner-led approach to advice is what enables the firm to effectively serve HNWs. ‘We deliver quality service and strong investment performance,’ he tells Spear’s.

Alongside his role as a partner and portfolio manager, Kattou leads the team in selecting the higher-risk or illiquid investments which are made available to clients on an advisory basis. Lincoln prides itself on its alternative investment offering, which, says Kattou, ‘helps drive performance and sets us apart’.

‘I think the most important thing for clients is the relationship side and the service ... It’s about being there for them,’ says Kattou. Indeed, he notes that managers not only invest their own money with Lincoln, but also use the same portfolio structures they use for clients. ‘With only clients as shareholders and all of the team investing alongside our clients, we are genuinely aligned.’