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Independent, privately owned fiduciary and investment services company

The Team

The Directors

Simon Graham

Simon Graham

Group Managing Director

Simon is the founder and Group Managing Director 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.

Paul Oliver

Paul Oliver

Managing Director, Investment Services & Director, Fiduciary Services

Paul joined Lancaster in 2013 and became Managing Director of Lancaster Investment Services Limited in 2017.  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.

Elaine Webb

Elaine Webb

Group Finance Director & Director, Investment Services

Elaine joined Lancaster in 2011 as a Client Accountant before being appointed to the Board of Lancaster Investment Services in 2017 and the Board of Lancaster Trustees Limited in 2018.  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.

Chris Jouhning

Chris Jouhning

Director, Trust Administration

Chris joined Lancaster in 2019 to head up the administration team and was appointed to the Board of Lancaster Trustees Limited in March 2020.  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.

Chris Waldron

Chris Waldron

Director, Investment Services

Chris joined Lancaster in 2013 as a Director of the Company.  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.

The Team

Darren Batiste

Darren Batiste

Operations Manager

Darren joined Lancaster in 2010 as a member of the client administration team and now manages the Group’s operations, acting as Group Data Protection Officer and overseeing FATCA and CRS reporting. Darren has over 20 years’ experience in the finance industry having previously held senior positions at well-known large fiduciary services providers in Guernsey. Darren holds the STEP Diploma in International Trust Management.

Siobhan Bousfield

Siobhan Bousfield

Manager, Client Administration

Siobhan joined Lancaster in 2013 as an Assistant Manager. Siobhan has over 20 years’ experience in the finance industry and has worked on a variety of complex portfolios for corporate and trust clients, family offices and ultra-high net worth individuals. As Trust Manager, Siobhan works closely with the Directors on CRM matters.

Nick Guilmoto

Nick Guilmoto

Manager, Client Administration

Nick joined Lancaster in 2009 as a Trust Manager. Nick has over 40 years’ experience in the finance industry of Trust and Company matters in Guernsey and works hand-in-glove with corporate and trust clients, family offices and ultra-high net worth individuals. Nick holds the STEP Diploma in International Trust Management.

Joshua Kendal

Joshua Kendal

Manager, Client Administration

Joshua joined Lancaster in 2019 in the position of Trust Manager. Joshua has worked in the financial services industry for 12 years and has gained valuable experience working for both independently-owned trust companies in Guernsey and a global corporate service provider in London focusing on ultra-high net worth individuals, families and their respective intermediaries. Joshua is a Chartered Member of The Chartered Governance Institute (ICSA).

Melanie Ogier

Melanie Ogier

Group Company Secretary/ Office Manager/PA to the Directors

Melanie joined Lancaster in 2011 as an Assistant Manager and is now part of the operations team undertaking the role of Group Company Secretary. Melanie also acts as Office Manager and PA to the Directors. Melanie has over 20 years’ experience in the fiduciary industry having previously worked at another privately-owned local Trust Company working on a wide variety of structures. Melanie holds the STEP Diploma in International Trust Management.

Evija Robilliard

Evija Robilliard

Group Accountant

Evija joined Lancaster in 2012 as a Trainee Client Accountant. Evija now works closely with the administration team and is responsible for client accounting and financial reporting, while providing support to the Finance Director with the management accounting function.Evija is a Member of the Association of Chartered Certified Accountants.

Sally Tester

Sally Tester

Group Compliance Officer

Sally joined Lancaster in 2010 and is the Compliance Officer of the Lancaster Group of companies.Sally has over 30 years’ experience in the fiduciary industry having worked at a bank-owned trust company and private fiduciary providers managing client relationship teams, before moving into the regulatory and corporate governance areas. Sally is an Associate of the London Institute of Banking and Finance.

The Consultants

David Chan OBE

David Chan OBE

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.

Robert Shepherd

Robert Shepherd

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.