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.’