Sustainability Summary

This is an unclaimed profile. Lincoln Private Investment Office has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.

Lincoln Private Investment Office Sustainability Profile

Sustainability Summary

This is an unclaimed profile. Lincoln Private Investment Office has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.

What do our labels mean?

Lincoln Private Investment Office states that it integrates ESG (Environmental, Social and Governance) into its investment process and describes sustainability as important to the investments it makes on behalf of clients. The firm says it is focused on long-term investment performance while providing fair, flexible and unconflicted wealth management advice. It also says it has achieved certification as a B Corporation, having been independently assessed by B Lab to meet high social and environmental standards. The business is jointly owned by the team and clients, and it emphasises transparency, accountability and alignment with client interests.

About Lincoln Private Investment Office

Status
Unverified

Website
Visit Website

Employees
25 - 100

Country
United Kingdom

Lincoln Private Investment Office Sustainability Actions

Integrated ESG in investing

Alongside our focus on delivering financial returns for our clients, we integrate ESG (Environmental, Social and Governance) into our investment process. We are long-term investors so the sustainability of the investments we make on behalf of our clients is of great importance.

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Achieved B Corp certification

Looking to the future, we are very proud to have recently achieved certification as a B-Corporation having been independently assessed by B-Lab to meet high social and environmental standards.

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Joint ownership with clients

Lincoln is a genuinely independent wealth management business that is jointly owned by the team and 17 of our clients. The shareholders of a wealth management business should care about exceptional service and long-term investment performance, rather than driving profits at the expense of clients and their families.

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Team invests alongside clients

To increase our alignment with our clients, we require all team members to invest their own money alongside our clients, meaning that if we lose money for our clients, we lose money for ourselves and our families too.