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Lincoln Private Investment Office signs two from Barclays Wealth


Lincoln Private Investment Office (Lincoln) has recruited Ben Stern and Stephen Kattou from Barclays Wealth.

Stern has 17 years’ experience in the wealth management industry advising high net worth families and institutions on all aspects of their financial affairs.
He was a senior Director at Barclays Wealth and was previously part of the extended management team. In addition, he was a member of the UK Investment Committee at Barclays and spent the early part of his career in the Wealth Advisory Business focusing on inter-generational planning.
Kattou, previously a Private Banker in Barclays Wealth UK division where he was responsible for a HNW client base, has extensive experience in working with entrepreneurs and family business owners over the last seven years.
He worked in the London discretionary portfolio management team as well as a period contributing to the development of the Barclays’ South African business, ABSA Wealth. Alongside the role of advising private clients at Lincoln, Stephen will be responsible for building out the advisory investment proposition and is a CFA charterholder.
Ross Elder (pictured), managing partner at Lincoln, says: “We have established Lincoln as a powerful new force in the UK wealth management sector and have brought a fresh and attractive approach to the market, the Private Investment Office.
“Ben and Stephen were attracted by our differentiated approach and bring with them industry-leading expertise that we are confident will help drive forward our commercial aims”

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