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.

LPIO prides itself on its alternative investment offering, which, says Kattou, ‘helps drive performance and sets us apart’. He adds 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.’

Kattou believes that the best private wealth managers genuinely care and empathise with their clients. ‘We never use jargon or acronyms, and speak in plain English. We will only advise our clients to make investments which we are also happy to back, and do so.’