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Portrait on file
Adviser dossier · Wealth managers & private bankers
Ross Elder
Managing Partner, Lincoln Private Investment Office
Independent United Kingdom
1
Distinction listed
29
years in current expertise
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 competitors.
The firm is described as managing approximately 150 families with minimum investments of £3 million, and Elder won the Spear's HNW Manager of the Year Award in 2023.
Specialisms
Alternative investments
Recognition
Spear's 500 HNW Wealth Managers Index 2026; Spear's Awards 2023 winner (HNW Wealth Manager of the Year) — Top Flight View source ↗