Index

HNW Wealth Managers

Location

London

Advice type

Investment management

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

Customer Type

Wealth adviser

Ross Elder

Spear’s Review

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. 

The firm focuses on looking after the current client base rather than searching for the next bit of 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.

Adviser Profile 

Ross Elder is Managing Partner of Lincoln Private Investment Office. The business was set up with the help of a group of clients looking to create a genuinely independent wealth management firm. Lincoln is owned by the team and their clients, meaning shareholders care about exceptional service and investment performance, rather than driving profits at the expense of clients. Ross feels the structure of the firm is one of the core elements that set it apart from their competitors. 

Ross says, ‘we have no interest in being the biggest, but we are striving to be the best. Our future goals remain the same as our starting goals, to look after our current clients as well as we possibly can.’

Rank: Top Flight

Top Flight 2023, HNW Wealth Managers

Phone

02039097500

Address

32 Grosvenor Gardens, London, SW1W0DH

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