Menu

Independent, privately owned fiduciary and investment services company

Independence

INDEPENDENCE DELIVERS VALUE TO CLIENTS

Independence gives us a tremendous advantage over our competitors. At Lancaster we can engage whomever we wish, to get that important advice and, as the protection of our clients is paramount, we look to the gold standard providers within Guernsey and elsewhere.

NO TIES

If, for example, a client needed to get advice on tax changes that have been introduced in their domicile, a big institution would invariably turn to their own tax department with internal reference points. Most trust companies are owned by banks or other large global organisations with products to sell and targets dictated by that group. Their processes can be cumbersome and lengthy and may create a tension in the client relationship.

UNENCUMBERED

Because of our independence we are able to approach advisors unencumbered. In this example, the appropriate answer might come from any one of the Big Four (or indeed a niche advisor) – allowing us to advise the client both promptly and impartially. We can do that precisely because we have no ties to other organisations.

AGILITY

Our independence also means agility. Because of our closely controlled, hands-on, risk-management approach we can make a quick decision and take on business that other companies will systematically decline.

Lancaster is free to use any professional partner – if it is right for the client.

MARIE MCNEELA

DIRECTOR, FIDUCIARY SERVICES

Marie McNeela TEP DipIOD joined Lancaster in 2013 having previously served on the board of an international bank-owned trust company in Guernsey. Marie has over 25 years’ experience in trust management, including pension services, aircraft leasing, corporate services, cross-border structuring and global property transactions. Marie has lived and worked in Guernsey since 2002 prior to which she worked in both London and Cayman.