Fred Hervey

Spear’s Review

Fred Hervey’s two decades in the wealth management world began at the British stockbroker James Capel, which led to him advising clients and running a team at Barclays. He subsequently co-founded and ran Berenberg’s UK private banking operations. 

Now co-founder and CIO of Lincoln Private Investment Office, Hervey describes the service he provides as ‘unconflicted wealth management advice that we would like to receive ourselves’. His team invests in ‘the very best opportunities for clients and ensures that all of our clients have the opportunity to participate if appropriate for them’. 

Lincoln’s clients are generally sophisticated investors, so Hervey looks for more contrarian and asymmetric opportunities where appropriate.

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.