BEN STERN

LINCOLN PRIVATE INVESTMENT OFFICE

Category
HNW Wealth Managers
Company Size
Boutique

Ben Stern’s transition from senior roles at Barclays’ ‘blue chip’ wealth management arm to LPIO’s boutique offering is a reflection of a wider story: the rise of wealth management boutiques. Boutiques without external shareholders are becoming popular, he says — a niche business model that fills the demand space created by HNWs’ increasing awareness of ‘some of the conflicts that exist’ in the financial services world. ‘More and more clients are recognising the importance of advisers whose interests align with their own. This is something that attracts them to us,’ Stern says. ‘Everyone at Lincoln invests all their own liquid wealth in the same portfolios and investments they manage for their clients.’

Ben Stern