natashasymes, Author at Saffery Trust International

New Horizons: Our Cayman offering

Lisa Vizia, Director in Guernsey and Paul Tucknott, Managing Director in Switzerland, talk through the reasoning why Saffery Trust extended their offering into the Cayman Islands, and the benefits to our clients.

Why Cayman?

The Cayman Islands (“Cayman”) is a British Overseas Territory located in the western Caribbean Sea and has a population of approximately 75,000. The Territory comprises the three islands of Grand Cayman, Cayman Brac and Little Cayman, located south of Cuba and northwest of Jamaica. As demonstrated in our “Future of Offshore Services: 2020 and Beyond” […]

Demystifying the Family Office

The modern concept of a family office has been around since the nineteenth century, with J.P. Morgan founding the House of Morgan to manage their family assets in 1838, and the Rockefeller family founding their own family office in 1882, which is still in operation today. Since then, thousands of the world’s wealthiest families have […]

New Horizons: Selecting a professional advisor

Guernsey Associate Director Matthew Gilligan, dives into his business development experiences to discuss considerations when selecting a professional advisor, alongside his top tips to build successful, lasting relationships.

STEP Platinum Employer Partner status continues

Saffery Trust has once again been named as a Platinum Employer Partner by the prestigious STEP Employer Partnership Programme. The STEP Employer Partnership Programme is a highly respected hallmark of quality in the industry and its accreditation scheme reflects a firm’s dedication to its staff members, their learning and development and their drive to provide […]

Three at Saffery Trust named among Private Client Global Elite

Three team members at Saffery Trust have been selected for Legal Week International’s Private Client Global Elite Directory (2022), including Director Mark Le Ray, Director Lisa Vizia, and Executive Director (Saffery Suisse S.A.) Andrew Everton. The Private Client Global Elite Directory is a highly respected international directory of the world’s top private client and trust […]

10 good reasons to place your trust in Switzerland

Switzerland, recently named the world’s strongest ‘nation brand’ of 2021, is more than just a land of pristine snow-capped peaks and silky chocolate. This alpine state has a number of important attributes and advantages which have attracted generations of the world’s wealthiest individuals and families. These have only been further enhanced in recent years and, for […]

New Horizons: Beyond the trust structure

In this episode of New Horizons, Associate Director Donna Brehaut looks into the advantages and benefits of Foundations in wealth planning.

Promotions announced in Switzerland

Saffery (Suisse) S.A. announces several promotions across its Swiss offices, a reflection of the hard work and enthusiasm that the individuals have put into their work in supporting the business and its clients every single day of the year. Firstly, Robert Steele has been promoted to Client Director. Since joining the firm in 2015 Robert has worked […]

Promotions announced in Guernsey

Saffery Trust has announced eight promotions in Guernsey, including Rory Jones and Tracey Bufton who have been promoted to Assistant Managers, along with Josephine Champion who has been promoted to Senior Officer. The promotions take effect from 1 January. Rory Jones joined Saffery Trust as an administrator 12 years ago. He has a diverse client […]