International fiduciary services from a traditional corporate and trust service provider

About us

We are an independent professional firm with a proven history of providing tailored private client services. Our offices in the Isle of Man and Dubai have specialised in providing trust and company services to individuals, families, and corporate clients from all over the world for over 25 years.

As a privately owned, traditional service oriented provider, we have cultivated a reputation for being highly personable, with the means to act impartially and responsively, with our clients and their advisers at the heart of our business.

Chris broadhead, Chief Executive Officer

Chris became CEO of Charterhouse Lombard Ltd in 2013, bringing with him over 30 years’ experience of private wealth management in London and the Isle of Man.

With an extensive array of international contacts, Chris is ideally situated to assist professional advisers and their high-value clients with wealth planning and asset structuring.

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Jessica Coutts, Head of finance

Drawing on diverse accounting experience within Charterhouse Lombard, Jessica is an ACCA qualified accountant and has worked with Charterhouse for over 15 years.

She is responsible for overseeing our dedicated team of accountants and bookkeepers and has also served as a Client Director for many years. Jessica is currently deputy chair of the regional ACCA panel.

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David Bates, Managing Director - Real Estate

David has over 20 years’ experience in property, finance, and banking, travelling extensively to grow and secure our existing global portfolio.

He has a keen eye for sources of property investment opportunities, securing contracts before they reach the broader open market. His remit encompasses all forms of acquisition, including residential and commercial, and he also assists with the associated finance and funding aspects of asset re-leveraging.

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JONATHAN LEECE, HEAD OF COMPLIANCE & AML/CFT

Jonathan’s 20-year experience stretches across investment management, trust and company, banking and funds across jurisdictions including the UK, Hong Kong, and Jersey. He is a past President of the regional Chartered Institute of Securities & Investment (CISI) and is a Chartered Fellow. Jonathan is Certified Professional Fellow of the International Compliance Association and completed his Degree in Management and Compliance in 2013.

He oversees all aspects of Charterhouse Lombard’s compliance, AML/CFT, GDPR, and acts as Company Secretary.

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Pamela Hamer, Head of Fiduciary

Pamela leads the Company & Trust Department and oversees a team of administrators who look after the structuring of a range of complex transactions.

With over 20 years’ experience within the financial industry, Pamela started with Charterhouse Lombard in 1997, bringing with her a wealth of skills in the banking and financial services sectors.

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Chris broadhead
group managing director

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jessica Coutts
Head of Finance

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David Bates
Managing director - real Estate

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Jonathan Leece
Head of Compliance & AML/CFT

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Pamela Hamer
Head of Fiduciary

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Company, trust and formation

We manage a diverse portfolio of services, which are structured and tailored to each client while removing the complexities of global wealth management through excellent communications and seeking to understand the client and situation.

In a complex and ever-changing legislative landscape, we focus on honest and upfront advice to our clients. Our various corporate solutions can be used to maintain and create opportunities wherever wealth is derived, irrespective of taxation or jurisdictional connections.

From facilitating direct investments to managing taxes on foreign income, Charterhouse Lombard has become one of the leading service oriented licensed providers of fiduciary services, with a focus on building unwavering trust with our client base.

International
Business

Administration

re-domicilation

accounting and bookkeeping

Dubai Office

Our branch in Dubai provides complete business registration and start-up services in Dubai, Jebel Ali and Ras Al Khaimah as well as being an authorised Ras Al Khaimah Registration Agent for offshore companies.
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Contact Us

1st Floor, Viking House, St Paul's Square, Ramsey, Isle of Man, British Isles, IM8 1GB
01624 817494