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Company

Lincoln Private Investment Office

Index

Wealth Managers

Advice type

Investment management

Geographical focus

United Kingdom

Sector focus

Financial Services

Wealth Management & Private Banking

Profile

Ross Elder

Description

Ross Elder is the driving force behind Lincoln Private Investment Office, which looks after about 150 families with minimum investments of £3 million. Lincoln was set up with the help of a group of clients looking to create a genuinely independent wealth management firm, and these founding principles still apply today. It focuses on looking after the current client base rather than searching for the next bit of the business, eschewing any form of advertising or marketing to rely on word-of-mouth endorsements. ‘We’ve been extremely fortunate in that we’ve continued to perform well and deliver what our clients say is good service,’ says Elder.

Rank: Top Ten

Top Ten 2021, HNW Wealth Managers

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