Lancaster Trustees Limited

St Peter Port·Professional Service

About

Lancaster Trustees Limited is an independent, privately owned fiduciary and investment services company established in 2007. Regulated by the GFSC as a fiduciary licensee and controlled investment business, it serves ultra-high net worth private clients with trust administration, corporate services, investment management, asset protection, succession planning, and foundation services. It operates from St Peter Port and Dubai (DIFC), with a team of 16, and is a member of Guernsey Finance and the Guernsey Chamber of Commerce.

Specialises in16

Each capability links to every business in the Baliwick that shares it.

Corporate, fiduciary & funds

Credentialssociety_of_trust_and_estate_practitioners_(step) · ACCA

PeopleSimon Graham (founder and Group Chief Executive Officer) · Chris Jouhning (Client Administration Team) · Paul Oliver (Group Managing Director) · Mark Le Page (Executive Director & Group MLRO) · +5 more

Risk, regulatory & compliance

PeopleSimon Graham (founder and Group Chief Executive Officer) · Chris Jouhning (Client Administration Team) · Paul Oliver (Group Managing Director) · Mark Le Page (Executive Director & Group MLRO) · +5 more

Transaction services

Transaction processing and support for corporate, trust, and fund structures, including sales and successions.

From their website

Succession planning

Investment management

Discretionary and advisory investment / portfolio management.

CredentialsCISI · Chartered Fellow Of The Chartered Institute For Securities And Investment

Tax advisory & planning

Advice and planning services covering all aspects of business and personal taxation.

From their website

Tax mitigation

Estate & succession planning

Advice and representation on personal estate and international succession-planning matters.

Credentialssociety_of_trust_and_estate_practitioners_(step)

Quick facts

Legal form
Limited Company
Established
2007 · 19 years
Years of experience
35+
Industries served
High Net Worth Individuals, Financial Services, Fiduciary, Private Individuals, Family Office
Client focus
Regulated Business, Investment Fund, Family Office Principal, Hni Individual, Financial Services, Ultra High Net Worth, Corporate Client

People9

  • Simon Grahamfounder and Group Chief Executive Officer
  • Chris JouhningClient Administration Team
  • Paul OliverGroup Managing Director
  • Mark Le PageExecutive Director & Group MLRO
  • Richard HamiltonGroup Head of HR
  • Kate ParkerGroup Head of Risk
  • Carl GardnerGroup Head of Finance
  • Dustyn MolverHead of Middle East
  • Matthew GilliganHead of Client Services

From their website

Original phrasing from their website — lines covered by a capability above appear within its card.

  • Corporate services
  • Private wealth management
  • Foundation services
  • Limited partnership management

Credentials

Memberships & accreditations

  • Guernsey Finance
  • Guernsey Chamber Of Commerce

Contact

Social
Address
PO Box 260, 2nd Floor, West Wing, Dorey Court, Admiral Park, St Peter Port, Guernsey GY1 4LL

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