ROSS ELDER

LINCOLN PRIVATE INVESTMENT OFFICE

Category
HNW Wealth Managers
Company Size
Boutique

Ross Elder, says a peer, is ‘a recognised leader within the wealth community, having successfully launched Lincoln Private Investment Office and built up a loyal following due to its excellent reputation’. The team at Lincoln invest their own money alongside their clients: the firm is jointly owned by employees and clients. ‘This means people are here for the long term,’ says Elder. ‘It also means our clients who are shareholders care about service and performance and not about arbitrary targets.’ Elder argues that fees have been too high for private clients in recent years: ‘I’ve watched clients go from thinking it impolite to ask about fees to really understanding the impact of fees.’

Ross Elder