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.
Executive Director & Group MLRO
Mark joined Lancaster Trustees 2025 as an Executive Director and Group MLRO in February 2025 having previously been engaged as a Consultant.
Mark is an active member of the financial services industry, sitting on several ACCA Global technical fora committees and the Appeals Committee for TISE. He previously served as Deputy Director at the Guernsey Financial Services Commission.
He has extensive experience leading consulting and advisory functions in Guernsey, including at a Big 4 firm, where he contributed to internal thought leadership on blockchain and sustainability, and at an international firm, where he co-led a workstream on an international cryptocurrency exchange.
He is currently completing a Global Executive PhD in cryptocurrencies, with two published works, and is a member of the audit committee within the governance structure of the Oxford Union.
Group Head of HR
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.
Group Head of Risk
Kate joined Lancaster in 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.
Group Head of Finance
Carl joined Lancaster as Financial Controller in 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.
Head of Middle East | Principal Representative (DIFC Representative Office)
Dustyn joined Lancaster March 2025 as Head of Middle East and the Principal Representative for our Representative Office in the DIFC, leading our regional growth strategy and client engagement in the GCC.
A seasoned private wealth professional, Dustyn brings over two decades of international experience in the finance industry. He specialises in the administration of cross-border trusts and bespoke wealth management structures for high-net-worth individuals, family offices, and corporate clients.
Throughout his career, Dustyn has held senior leadership roles with prominent fiduciary firms in key international financial centres, including the British Virgin Islands and Guernsey. His deep understanding of global wealth structuring, combined with a strong technical foundation, enables him to deliver tailored solutions that align with the complex needs of his clients.
Dustyn is a qualified Trust and Estate Practitioner (TEP) and a full member of the Society of Trust and Estate Practitioners (STEP), reflecting his commitment to the highest standards of professionalism and integrity in the industry.
Head of Client Services
Matthew joined Lancaster in January 2026 as Head of Client Services. Matthew brings nearly 2 decades of fiduciary experience working with UHNW families and advisers across multiple jurisdictions. Matthew will focus on strengthening client and intermediary relationships, supporting our teams and ensuring clients continue to receive clear, personal guidance as their needs evolve.
Client Relationship Manager
Kate Wood joined Lancaster as Client Relationship Manager in 2025, adding over 24 years of experience in private client management, trust administration, and corporate services. She has worked closely with high-net-worth individuals and corporate clients, specialising in trust administration, portfolio management, and operational efficiencies. Kate is also highly experienced in mentoring teams and developing junior professionals.
On Boarding & Client Service Support
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.
Client Relationship Manager
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 a Member of the Association of Chartered Certified Accountants. Evija has also completed the Chartered Governance Qualifying Programme with the Chartered Governance Institute.
Client Relationship Manager
Estefania Frankland joined Lancaster as a Client Relationship Manager in 2025. Estefania has over 27 years of experience in the trust and corporate industry working in several international Companies offering private wealth management for wealthy individuals their families and their advisors. Estefania is also highly experience in family offices and corporate clients across several jurisdictions.
Client Relationship Officer
Charlotte joined Lancaster as a Trainee Client Relationship Officer in 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.
Compliance,Risk and Onboarding Officer
Liv joined Lancaster in 2025 as part of the Compliance, Risk and Onboarding Team. Liv has a particular interest in financial crime prevention and is currently completing her ICA Diploma in Anti-Money Laundering. She holds an Advanced Certificate in Governance, Risk and Compliance.
Bookkeeper
Ali joined Lancaster in 2022 as Account Administrator within the Accounting team. Ali is also responsible for the smooth running of the office.
Finance Officer
Colette joined Lancaster as a Finance Officer in 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.
Management Accountant
Oliver joined Lancaster in 2025 as part of the internal finance team. Oliver is a member of the Association of Chartered Certified Accountants and had previously worked in audit with over 5 years experience in the field. He has used his extensive knowledge in his accounting background to bring a new modernized approach to the internal accounts of the company.
Directors PA/Office Manager
Sue joined Lancaster in 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.
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.
BD Consultant
Jonny is an independent consultant and non-executive director, working with firms in the fiduciary and wealth management industry. He spent more than 20 years at Asset Risk Consultants (ARC) in a range of director roles, advising on investment risk and governance.
Jonny holds fellow and chartered wealth manager designations from the Chartered Institute for Securities & Investment and is a qualified member of the Society of Trust and Estate Practitioners (STEP). He is a STEP Guernsey Committee member, a trustee of the Elizabeth College Foundation, and has held several listed and non-listed non-executive positions.