As high net worth individuals and families become increasingly sophisticated and international, their needs are more complex than ever. More robust, flexible asset management, and estate planning solutions are increasingly becoming the order of the day. Though there is – and doubtless always will be – a place for ‘plain vanilla’ Trust structures, a raft […]
Saffery Trust professionals Donna Brehaut and Zac Hanley have been named by ePrivateClient in its 2022 ‘Top 35 Under 35’. The publication’s annual listing highlights the industry’s rising stars by identifying the leading young private client practitioners from across the UK, and UK Crown Dependencies. Donna Brehaut, an Associate Director, is a private client specialist, with significant […]
Saffery Trust has announced the appointment of Claire Bufton as Senior Finance Manager in the firm’s Guernsey office. Claire, a Guernsey local, will supervise the client accounting team in the office, as well as assist the finance director in management of the firm’s ongoing internal financial reporting and co-ordination of the Guernsey based annual financial […]
Over the last 15 years or so, international tax compliance legislation has mushroomed. As the obligations on offshore companies have evolved, so tax authorities have gained access to far more insight about entities’ tax affairs than they ever had before. From the EU Savings Tax Directive in 2003, to the US Foreign Account Tax Compliance Act (FATCA) […]
Saffery (Suisse) SA has signed up to global virtual currency platform Coinify to provide clients the option to complete fee payments using cryptocurrency. The Coinify platform will enable Saffery (Suisse) SA clients to make payment for services using over twenty-five of the most popular cryptocurrencies, including Bitcoin, Ethereum, and Bitcoin cash. The adoption of the […]
Saffery Trust has announced the promotion of Zac Hanley to Manager, with effect from 1 July 2022. Having joined Saffery Trust as a trainee trust administrator in 2011, Zac has quickly progressed up through the ranks to his new position as Trust Manager, having successfully completed an MSc in Corporate Governance in 2020, and achieving […]
Saffery Trust has been named the top Independent Private Client Trust Company at this year’s ePrivateClient Excellence Awards. ePrivateClient is the leading website and news service for private client practitioners, including lawyers, accountants, trustees and fee-based IFAs. Attended by over 180 guests in London, the second annual awards ceremony (held 7 July) focused on recognising […]
Saffery Trust professionals Donna Brehaut, Rory Jones and Karin Brehaut have been named by ePrivateClient in its 2022 Channel Islands ‘Top 35 Under 35’. The publication’s annual listing highlights the industry’s rising stars by identifying the leading young private client practitioners from across the Channel Islands. Donna Brehaut, an Associate Director, is a private client […]
Saffery Trust has today announced the acquisition of Cayman Islands-based Holdun Trust (Cayman) Limited. The acquisition, which is subject to regulatory approval, will see Holdun Trust rebranded and marks the establishment of a Saffery Trust office in the Cayman Islands – significantly strengthening the firm’s Cayman offering and further expanding its international footprint, which includes […]
Navigating Digital Asset Structures: Insights for Trustees and Investors As the cryptocurrency landscape evolves, trustees and investors are presented with unique opportunities and challenges in managing digital assets. In this episode of our New Horizons series, Robert Steele and Daniel Hawson from our Geneva office delve into the critical considerations for structuring investments in the […]
