We are pleased to announce the acquisition of the UK trust activities of the NatWest Group, including RBS and Coutts, on 6th April 2021.
To make sure that these clients continue to receive outstanding service, we have added 40 highly experienced trust professionals to our team, all of whom are joining us from the NatWest Group, and opened new offices in Bristol and London.
To read more about the acquisition click here.
As a recently founded organisation we have unique advantages for our clients as our sole focus is to provide unparalleled trust-based support for you and your family.
The technical expertise of our staff, gained over many years of specialising in all aspects of trusts, has been combined with extensive investment in the latest technology. This is designed to make safeguarding your assets more convenient, more effective and more secure.
Our staff: With the help of over 40 highly experienced professionals, our clients can be assured they will benefit from best practices in:
- Trust administration: Trust and estate planning will be embedded in our products and processes.
- Tax compliance: As regulations around trusts (compliance and regulation) increase our specialist advisors ensure that Ludlow’s trust products are fit for our clients’ needs.
Our directors: A team with unparalleled experience in the trust business.
A chartered accountant who trained in practice with what is now Ernst & Young, Ali was made a Partner in 1976 at the age of 29 and went on to set up his own practice in London in 1980. This practice is now known as Vistra Trust and Ali managed this business for its first 25 years. Ali has also founded several businesses including Chiltern Group plc, Kinetic Partners LLP and the ZEDRA Group. Ali is the Chairman of Hambleden Capital which is a family office established to manage the Sarikhani family business activities.
Chief Executive Officer
A law graduate and chartered accountant, Matthew was COO of the Intertrust group and a main Board member of Vistra after being with the business for over 20 years. Matthew has also worked with Ali in the development and growth of a number of major companies in the financial services sector including the Chiltern Group, where he was CEO and Kinetic Partners LLP.
Chief Operating Officer
A qualified and proven CFO/FD, Gary most recently spent 2 years as the MD of ZEDRA Trust Company UK following the acquisition by the Sarikhani family from Barclays in 2017. As the business head, leading 95 colleagues, Gary orchestrated the replacement of Barclays matrix style operating model to create a self-sufficient standalone SME. This was the most profitable Group entity and delivered 110% of EBITDA plan. Prior to this he was the head of this business for 13 years when it was owned by Barclays.
Director, Head of Strategy & Development
Former Managing Director and Head of Barclays’ global trust business, Walter has extensive experience in trust and fiduciary management. Prior to being the Head of Trusts, Walter was head of strategy for Barclays Wealth and also the COO for Wealth Advisory. Most recently Walter was the COO of Barclays Investment Solutions Ltd until March last year, when he left Barclays.
Director, Corporate Development Lead
As a graduate John joined Accenture as a strategy consultant in the Financial Services practice and subsequently moved to Barclays to join the Corporate Development team, where he spent over 13 years as a principal corporate financier, leading the coverage for the wealth management division before becoming Global Head of Barclays Corporate Development in late 2018. John is now Managing Partner at Hambleden Capital, the Sarikhani family office.
UK Trust Director
Prior to joining Ludlow Trust Company, Chris was Head of Trusts & Estate Planning at Coutts & Co, focussing on advice to clients in respect of a range of family and charitable trusts. Chris previously headed the Private Client department at a Surrey based law firm and is a non-practising solicitor as well as a Chartered Tax Advisor and member of STEP.