When it comes to family offices, arguably the most valuable, and potentially volatile, asset in any structure is the relationships between the family members. Similar to how an investment adviser will analyse market trends in an attempt to foresee potential losses, a prudent trustee should seek to anticipate risks of contention within the dynamics of […]
Saffery Trust has appointed Simon Murphy as an Associate Director in the firm’s Guernsey office. At Saffery Trust, Simon will work closely with the private client service teams to assist them in providing tailored wealth structuring solutions for ultra-high-net-worth (UHNW) individuals and families across a range of key jurisdictions. His role will also extend to […]
Two months on from the 2023 STEP Cayman Conference. That time has flown – but this year more generally has got off to a flying start, particularly for Saffery Trust (Cayman) Limited (“Saffery Trust”). The Conference itself felt in many ways like the culmination point of our Cayman strategy which has been years in the […]
International Women’s Day is a moment to celebrate, and to reflect. Much progress has been made, globally, to improve women’s access to opportunities and parity with their male counterparts in terms of representation in senior roles, pay and broader recognition. Data from the World Economic Forum has shown that women’s share of senior and leadership […]
By participating in Guernsey’s Better Journeys Project, Saffery Trust staff used green alternative transport methods for their commutes to work, saving 240 miles that would normally have been taken by car. The initiative, which encourages islanders to change their travel habits to reduce their carbon footprint on the first Friday of every month by choosing […]
With a heavy legal burden on trustees to act responsibility in the best interests of all current and future beneficiaries, Guernsey Director, Phil Radford, explores how prudent trustees mitigate risk. There are few professions where a service provider has a responsibility not only to their client, but to future generations who do not yet exist. […]
Following the successful acquisition of Holdun Trust (Cayman) Limited, the Saffery Trust (Cayman) Limited team celebrated the launch of its stand-alone office with an event in the beautiful grounds of the National Gallery of the Cayman Islands. Saffery Trust Cayman Directors –Lisa Vizia, Paul Tucknott and Andrew Needham, and Associate Director Fiona Pileta, joined the […]
Saffery Trust is deploying Hoptrail’s AML reporting and diligence tools to empower crypto HNWI onboarding. From the UK’s Financial Conduct Authority issuing a reminder to regulated firms of their obligations when it comes to crypto assets, to the US Securities and Exchange Commission investigating a ‘perceived crypto-asset regulatory gap’, the friction between the crypto and […]
