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Independent, privately owned fiduciary and investment services company

Protection

IN THE RIGHT POSITION TO PROTECT OUR CLIENTS

Experience of how regulation works behind the scenes is a precious commodity. I worked for our regulator, the Guernsey Financial Services Commission, for 5 years so I can bring all that valuable experience to bear overseeing the Anti-Money Laundering and compliance side of Lancaster’s business.

STRONG RELATIONSHIPS

We continue to have a very good relationship with the GFSC, they understand our business, our client base and the Lancaster way of doing things. We have an open dialogue with them so if issues come up we have a conversation and talk it through until we find a solution. You can’t predict what is going to happen regulation-wise but these relationships and our experience place us in the right position to protect our clients to the best of our ability.

Much of the raft of legislation and regulation that has come out in recent years has been extremely technical and often needs ‘translation’ to allow our clients to fully understand the changes and implications. There is always a confusing alphabet soup of acronyms that need deciphering and understanding. We have a lot of experience but we also have a strong network of providers to turn to for advice on specific technical issues.

ADDED VALUE

All of this adds value and every one of the Lancaster staff is available to have that conversation, pick up the phone and speak with clients. It is the cornerstone of what we do and it is evolving all the time.

PAUL OLIVER

MANAGING DIRECTOR, INVESTMENT SERVICES

After working as a Senior Analyst at the GFSC, in 2006 Paul joined broker and wealth manager Ravenscroft and became Chief Operating Officer in 2009. He has previously served as a Non-Executive Director of a CI-listed closed-end UK Property Fund and was heavily involved in the launch of the CI Property Fund. He is Managing Director of Lancaster Investment Services. He was educated at Elizabeth College and is a Chartered Fellow of the Securities and Investment Institute.