Fred Hervey

Spear’s Review

Fred Hervey’s two decades in the wealth management world began at stockbroker James Capel and then Barclays. He subsequently co-founded and ran Berenberg’s UK private banking operations. 

In 2014 he co-founded Lincoln Private Investment Office. Also CIO at the firm, Hervey describes the Lincoln’s service as ‘unconflicted wealth management advice that we would like to receive ourselves’. It is this ethos that most resonates with the firm’s HNW client base of entrepreneurs and finance professionals.

Hervey also runs the investment proposition for the business and controls an exclusive client book as a result. However, it is not just Hervey who enjoys close relationships with his clients. He tells Spear’s: ‘Each adviser is able to deliver that level of service, to ensure that we are understanding what it is they need and what is the best [strategy] to be taking out to them.’

Adviser Profile

Fred Hervey is a founding partner and CIO of Lincoln Private Investment Office. Lincoln’s strength lies in truly understanding their clients and building a long-term asset allocation that is personal to them. The firm does not have any of their own products, nor do they conform to a particular investment style. Fred’s team source and access the very best investments and deliver fair, flexible and unconflicted wealth management advice to their clients. The team invest all of their own liquid assets at Lincoln, putting them on common ground with their clients when making investment decisions. With this alignment of interests, they believe they remain focused in a way that few other wealth management businesses can be.