In a bid to reduce their carbon footprint, staff at Saffery Trust reduced their car journeys by over 1,300 miles over summer thanks to the launch of a green initiative. The private client firm introduced the “10 in 10 Challenge”, encouraging staff to swap 10 car journeys for greener alternative transport over 10 weeks. 30 […]
Saffery Trust Associate Director, Matthew Gilligan, has been named in the 2023 eprivateclient NextGen Leaders list. The list recognises top talent among private client practitioners in the UK and Crown Dependencies. Matthew was considered for the prominent list following his inclusion in the eprivateclient Channel Islands NextGen Leaders list earlier this year. The NextGen Leaders […]
Saffery Champness Registered Fiduciaries today launches its refreshed brand and announces a major milestone for the firm, with its change of name to Saffery Trust. Since its launch in Guernsey in 1977 the firm has further expanded its presence internationally to Switzerland, Dubai and, most recently, the Cayman Islands –– providing tailored private client and […]
The Saffery Trust Summer Internship has been labelled as “100% worthwhile” by one of the programme’s first participants. Kate Bain, Thomas Penney, Freya Tardif, and Chelsey Vaudin were awarded placements at the private client firm in Guernsey. The paid internship was open to any student over the age of 16, giving the opportunity to gain […]
An ultra-high net worth family with multiple structures requiring cross-border collaboration provides an insight into the strength and coordination of our multi-jurisdictional family office teams. We were approached by the members of a multi-billion-dollar, multi-structure family office, who were looking for a new trust service provider. Our Client Director met with the family office several […]
Saffery Trust Transformation Manager, Joe Cardoso-Smale, has become the first team member in the Saffery Trust Guernsey office to become certified as Carbon Literate. Joe, who is a driving force on Saffery’s volunteer “Green Team” undertook the Carbon Literacy Project qualification to support the firm’s efforts in reducing its carbon footprint. The qualification, which certifies […]
An important part of building and maintaining long-lasting professional relationships with a network of clients and specialists is to keep abreast of the changing trends in client service. Just as every family office is unique, every family member has their own views and objectives for the future of the family wealth. What I saw at […]
Saffery has announced two mid-year promotions in its Geneva office, reflecting the firm’s commitment to the progression of its team members. Siobhan Moret, who has been with the private client firm for over three years, was promoted from Associate Director to Client Director. Siobhan will also continue her dual role within the company as Marketing […]
Relationships are changing. Whether considering relationships between family members or between clients and their service providers, the impact of advancing technologies is simultaneously facilitating closer connections between global networks, while pushing those near and dear further apart. An intergenerational gap has always existed; each generation has always had differing world views, based on what was […]
How to get rich. It is the subject of new Netflix series and the topic of a recent Forbes article. WikiHow provides a 19-step answer and Google offers 180 pages of search results to the question. While how to accumulate wealth has, and will likely always be, a ‘hot topic’ globally, for those individuals and […]
