natashasymes, Author at Saffery Trust International

New Horizons: Demystifying Family Office

In this episode, Guernsey Director Lisa Vizia discusses the nuances of Family Office set up, cultural considerations and the key understandings to make the working relationship a success.

New Horizons: Economic substance

Tax Director Mark Le Ray outlines the importance of tax compliance and how professional advisors deal with ever evolving tax legislation, including Economic Substance, to ensure they are compliant and adhering to industry standards.

ESG and the $53 trillion question for families and their advisers

$53 trillion. That’s the figure which Bloomberg analysts predict global ESG assets under management will hit by 2025. The development and growth of the ESG market has been phenomenal, and has been driven by a number of factors. This includes, importantly, a growing awareness of the world’s finite resources and the long-term unsustainability of certain […]

Introducing trust and other fiduciary entities

Fiduciary structures can be used to help clients achieve a wide range of objectives, such as to manage and enhance wealth, protect it from adverse political and economic conditions, ensure that specific succession plans are achieved, or a combination of any of these aims. We outline below how some of the more commonly employed structures […]

New Horizons: Advantages and benefits of Foundations

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

Zurich offering grows with two new hires

Saffery Trust has today announced the appointments of Stefan Aegerter and Tim Parkinson as Client Directors in the firm’s Zurich Office. Stefan Aegerter joins the firm from Credit Suisse Trust Limited, where he was Head of Trust and Estate Advisory IWM & SUB. In this role, he led a team of twelve advisors across Switzerland […]

New Horizons: ESG investing

Director Philip Radford talks about ESG investing and what we do for clients looking to invest in the ESG market, and how the next generation can achieve their philanthropic goals and uphold their family values.

Matthew Gilligan welcomed as Associate Director in Guernsey

Saffery Trust has appointed Matthew Gilligan as an Associate Director in the firm’s Guernsey office. At Saffery Trust, Matthew will work closely with the fiduciary teams to assist them in providing bespoke offshore solutions for UHNWIs across a range of key jurisdictions. He will also have a major focus on business development for the firm, helping […]

The professional trustee

A recent Grand Court of the Cayman Islands decision provides valuable guidance on the expectations of a trustee in complex cases. Key points What is the issue? The Grand Court of the Cayman Islands recently blessed a trustee’s momentous decision to distribute the trust fund to a small number of the discretionary beneﬁcial class, who […]

Guernsey vehicles for UK real estate investment

The major players in the market for UK property investment have changed over the last few decades, from the state, government and wealthy individuals to institutional investors, private equity and sovereign wealth funds. There has also been a large increase in the number of overseas investors. Guernsey has long been popular with private individuals and […]