Spear’s Review

Michael Horsey, a portfolio manager and head of advisory at Lincoln Private Investment Office, leads the firm’s alternative investments offering. The majority of the firm’s UHNW clients invest in some type of alternative asset alongside their existing discretionary portfolio, he explains, whether that is private equity, hedge funds or commercial property solutions – or all of the above.

‘I think a big thing that differentiates Lincoln from its peers is the ability to give clients that access,’ he tells Spear’s. ‘You’re getting a more complete investment solution here than what you might elsewhere.’

Lincoln can also offer clients entry into ‘very popular, large solutions’ alongside more ‘niche investment pathways’ – litigation funding or forestry, for example. ‘Clients here are less interested in a stock or run-of-the-mill private equity fund,’ Horsey says. Instead, ‘they’re interested in what they’re invested in; they want to meet the manager of the fund and ask questions. They like it to be brought to life for them.’