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Adviser dossier · Wealth managers & private bankers

Ben Stern

Partner, Lincoln Private Investment Office
Independent United Kingdom
1
Distinction listed
Profile

Ben Stern is a Partner and head of family office services at Lincoln Private Investment Office, where he has worked for nearly ten years, having previously been at Barclays. He oversees the firm's family office services and identifies wealth structuring and tax efficiency as increasingly central to client priorities, and he highlights the firm's alternatives capability across venture capital, private equity and diversifiers ranging from forestry to litigation funding.

He spearheaded Lincoln's B Corp certification and emphasises alignment between advisers and clients, noting that the firm is owned by partners and some clients with no external shareholders, and that the team invests their own capital alongside clients' funds. He won HNW Wealth Manager of the Year at the Spear's Awards 2024.

Specialisms
Alternative investments
Recognition
Spear's Awards 2024 — Winner, HNW Wealth Manager of the Year 2024 View source ↗