The Work Index by Flexa

Lincoln Private Investment Office

Lincoln Private Investment Office is an independent, client-focused wealth management firm dedicated to delivering exceptional service and long-term investment performance.

https://www.lpio.co.uk/
4.9

/10

Transparency ranking

Work at Lincoln Private Investment Office?

Tell us what we're missing about working at Lincoln Private Investment Office so we can make the job search more transparent for everyone.

Tell us what it's like to work at Lincoln Private Investment Office!

Description

Lincoln Private Investment Office is a wealth management firm headquartered in London, specializing in serving high-net-worth individuals and families. With a focus on personalized service and a commitment to aligning their interests with their clients, Lincoln offers both discretionary management and advisory investment services. They differentiate themselves through their unique ownership structure, where clients and employees hold equity, ensuring a strong alignment of goals and a focus on long-term performance.

Lincoln boasts a team of experienced professionals with a deep understanding of the financial services industry, dedicated to providing exceptional client service. They employ a transparent approach, investing their own personal assets alongside their clients, fostering a shared commitment to success. The firm also emphasizes responsible investing, having achieved B Corp certification and being a signatory of the United Nations’ Principles for Responsible Investment.

Flexibility

Lincoln Private Investment Office does not mention job flexibility in their website content or job postings.

Office based

Benefits

Lincoln Private Investment Office offers competitive employee benefits. These include a strong company culture focused on client service and team development, as evidenced by their focus on training, career progression opportunities, and employee investment in the company alongside clients. The firm also offers a comprehensive benefits package, although specific details are not provided on their website.

Mission

Lincoln Private Investment Office is an independent wealth management firm founded on the principle of making wealth management work for its clients. It prioritizes a personalized and unconflicted approach, with clients and the team as the sole shareholders. The firm emphasizes transparency, alignment of interests, and exceptional service, ensuring that all team members invest alongside clients and share the same financial risks. Lincoln's mission is to provide long-term investment performance and a superior client experience, while avoiding conflicts of interest common in the industry.

Culture

Lincoln Private Investment Office cultivates a client-centric culture built on transparency, alignment, and exceptional service. They prioritize building strong relationships with their clients by providing a personalized, unconflicted, and high-quality experience. Their team is made up of passionate investors with extensive experience in the financial services industry, and they are directly engaged with clients, sharing a common goal of delivering the best possible service. This commitment to client satisfaction is further underscored by their unique structure, where both the team and clients are shareholders, ensuring everyone's interests are aligned.

Collaborative
Entrepreneurial
People-first
Supportive
Transparent

DE&I

Lincoln Private Investment Office is committed to fostering a diverse, equitable, and inclusive workplace. The firm actively seeks to hire and retain individuals from diverse backgrounds, ensuring equal opportunities for all team members. They believe that this approach not only creates a more representative and welcoming environment but also enriches their client experience, allowing them to better understand and cater to the needs of a broader range of individuals.

Similar companies. But verified.

Empolyee verified