Saffery Trust has been announced as a finalist in the “Private Client Trust Company (Independent)” category for the 2025 eprivateclient Excellence Awards. The firm – which has offices in the Cayman Islands, Dubai, Guernsey, and Switzerland – has seen repeat success in the category, being named winner in both 2024 and 2022, having chosen not […]
Six charities will receive donations from Saffery Trust Guernsey on behalf of the firm’s 2024/25 Client Service Award winners. The peer-nominated awards recognise Guernsey team members who consistently go above and beyond to deliver exceptional client service throughout the year. Winners are selected by a committee comprising four team members from across the office. Quarterly […]
When it comes to structuring wealth, selecting the right partner is one of the most important decisions you will make. Whether your objectives are personal, financial, or both, wealth structuring is not just about putting assets in the appropriate place, it’s about safeguarding your wealth and creating a lasting legacy. The starting point on any […]
For high-net-worth individuals (HNWIs), owning a significant piece of art, or collection, is often more than an investment, it’s a reflection of passion, identity, and legacy. However, as with any high-value asset, proper management, succession planning, and protection of these works is essential. Appointing a trustee to oversee these assets is a decision which requires […]
When the first Saffery Trust office opened in Guernsey in 1977, it was just two short years after women in the UK were granted the right to open a bank account, own a credit card, or take out a loan (including a mortgage) in their own name. Nearly 50 years, and four more Saffery Trust […]
Saffery Trust’s flexible working policy, without the restriction of core hours, has been hailed “a game changer” following an anonymous staff survey. The removal of core hours was introduced in June 2022, offering staff greater flexibility over their working hours. The only condition placed on team members was that their use of flexible hours needed […]
Saffery Trust Guernsey Associate Director, Matthew Gilligan, has received a global STEP Founder’s Award for Outstanding Achievement. Matthew joins an elite group of recipients who have demonstrated an exceptional and sustained commitment to STEP, surpassing expectations. Matthew has volunteered with STEP for over a decade, where he became the first student to be appointed as […]
As crypto investors and service providers have braced for heightened regulation, President Trump’s inauguration has reshaped the conversation, signalling a potential shift in the industry’s future. Self-dubbed the “Crypto President”, Trump signed an executive order in January titled “Strengthening American Leadership in Digital Financial Technology” (“the Order”), seeking to promote the growth and use of […]
Saffery Trust Guernsey has celebrated the successful outcome of the island’s MONEYVAL evaluation, of which the firm was chosen to contribute. MONEYVAL is a monitoring body for the Council of Europe which assesses jurisdictions on their compliance with international standards for anti-money laundering (AML) and combatting the financing of terrorism. Guernsey’s 2024 assessment marked the […]
There’s no doubt about it; luxury assets symbolise extreme wealth and privilege, encompassing a wide range of high-value items such as yachts, private aircraft, and fine art. Markets for these assets are collectively worth billions and are showing steady growth with no signs of slowing down. The market is, however, evolving under calls for sustainability. […]
