Independent, privately owned fiduciary and investment services company
Group Chief Executive Officer
Simon is the Founder, Owner and Group Chief Executive Officer of Lancaster Guernsey. Simon has held positions at a number of international banks and fiduciary companies before setting up Lancaster in 2007. Simon has over 30 years’ experience in the finance industry and specialises in all aspects of managing structures for ultra-high net worth individuals. Simon is a Fellow of the Association of Chartered Certified Accountants.
Group Managing Director
Paul joined Lancaster in 2013 and became Group Managing Director of Lancaster Guernsey in 2023. Paul has over 25 years’ experience in the finance industry holding various senior management positions at a number of local financial institutions and specialises in investments, regulation, compliance, governance and operations. Paul is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Group Finance Director
Elaine joined Lancaster in 2011 as a Client Accountant before being appointed to the Boards of the Lancaster Group in 2017. Elaine is a Member of the Association of Chartered Certified Accountants with over 20 years’ experience in the finance industry and specialises in bespoke structures with complex accounting treatments. Elaine was previously Head of Finance for the Guernsey Office of a private equity firm.
Group HR Director
Richard joined Lancaster in 2017 as a Consultant and formally joined the Company in 2021 and was appointed to the Board of Lancaster Management Limited in 2023. Richard works as part of the Operations Team and has responsibility for HR, facilities and supports the operational aspects of the Company. Richard has over 30 years experience in the public and private sectors fulfilling senior roles in highly competitive and prominent local and international businesses.
Head of Risk
Kate joined Lancaster in May 2024 as Head of Risk. Kate brings a wealth of experience in financial services, risk management, and compliance, making her an invaluable asset as our growth continues.
Kate is a Chartered Member of the Chartered Governance Institute (UK & Ireland) and a Professional member of the International Compliance Association.
Head of Client Relationships
Julie joined Lancaster in January 2024 to head up the Client Relationship team. Julie is a seasoned practitioner with over 30 years’ experience in the financial services industry, spanning the private banking and fiduciary sectors. Julie has worked with both local and multi-jurisdictional trust and company service providers, giving her extensive expertise in the private client industry. Julie holds the STEP Diploma in International Trust Management.
Manager, Client Administration
Sarah joined Lancaster in 2023 as a Client Administration Manager. Sarah has many years’ experience within the Finance Sector having started her career shortly after leaving secondary education. Sarah holds the ICSA Diploma in Offshore Finance and Administration.
Financial Controller
Carl joined Lancaster as Financial Controller in January 2023 and co-ordinates the Group and client accounting functions. Carl is a Fellow of the Association of Chartered Certified Accountants and has over 20 years’ experience across the finance and commercial sectors.
Client Services
Chris joined Lancaster in 2019 and is part of the Client Administration Team. Chris has over 35 years’ experience previously working at large international companies where he worked with an international client base with ultra-high net worth individuals, families and their advisers, mainly in the Middle East, South Africa and the UK. Chris is a member of the Society of Trust and Estate Practitioners.
Operations Administrator/Office Manager
Sue joined Lancaster in November 2023 as an Operations Administrator. Sue has many years’ experiences within the Finance and hospitality sector. Sue is responsible for the smooth running of the office.
Manager, Client Administration
Evija joined Lancaster in 2012 as a Trainee Client Accountant and is now part of the Client Administration team. Evija trained as an Accountant and is currently studying the Chartered Governance Qualifying Programme with the Chartered Governance Institute. Evija is also a Member of the Association of Chartered Certified Accountants.
Finance Officer
Colette joined Lancaster as a Finance Officer in May 2024. Colette brings a wealth of industry experience and expertise to our team. Her extensive knowledge and pragmatic approach will greatly benefit our clients, colleagues and suppliers.
Client Relationship Officer
Charlotte joined Lancaster as a Trainee Client Relationship Officer in June 2024 and is new to the industry. Charlotte’s energy and enthusiasm are infectious. She has shown the skills, aptitude, and approach that align perfectly with the culture and ethos of Lancaster Guernsey.
Accounts Administrator
Ali joined Lancaster in January 2022 as Account Administrator within the Accounting team. Ali is also responsible for the smooth running of the office.
David joined Lancaster Guernsey in 2010 and holds the position of Group Consultant of Lancaster Investment Services and Lancaster Trustees. David acts as a consultant to Ravenscroft previously serving as the group’s Chief Operating Officer. A former RAF fighter pilot, David was awarded the OBE in 2006 for his leadership of Eurofighter Typhoon entry-into-service operations.
Admitted in England and Wales, Guernsey and the BVI, Robert is the former Managing and Senior Partner of Mourant Ozannes who retired as a partner in 2020. Robert remains a consultant to the firm as well as Lancaster. Robert previously worked for Clifford Chance in London and has wide experience of corporate, regulatory and trust matters in the offshore world. Throughout his career, Robert has served as a trustee of a number of large offshore trusts so is extremely familiar with the challenges of complex offshore structures.
Business Development
John supports Lancaster’s business development initiatives with a focus on overseas markets. With 25 years of blue chip experience, he has an impressive track record of developing strategy, implementing change and delivering results often in complex and challenging markets.
A sharp minded, commercial thinker with vast international experience (in particular in the GCC) John is uncovering and developing opportunities to grow Lancaster’s international portfolio.
Chris joined Lancaster in 2013 as a Director of Lancaster Investment Services Limited and now acts a Consultant for Lancaster Guernsey. Chris is a director of a number of Guernsey funds and investment companies and has held senior management positions at various firms. Chris has over 30 years’ experience in the finance industry and is a Fellow of the Chartered Institute for Securities and Investment.