Saffery Trust has celebrated 10 years as a STEP Platinum Employer Partner, following the announcement of its 2025 reaccreditation. As the highest possible accreditation, platinum status employers meet robust standards in demonstrating a commitment to excellence and the learning and development of their team members. Saffery Trust Associate Director of People & Culture, Sharon Coburn, […]
While tax planning may not be a topic that most people would jump out of bed for, it could certainly be something which keeps them up at night without the right support. Although trustees are not tax advisors, those which offer tax compliance services can play a significant role in easing these concerns by working […]
Saffery Trust Managing Director Nick Batiste, Guernsey Director Helen Green, and Trust Director Dominic Lawton-Smith have retained their status as leading advisors in The Spear’s 500 directory. The annual list – which is in its 10th year – has been described as “the Michelin Guide of wealth”, listing top tier professionals across a broad spectrum […]
Saffery Trust Guernsey’s Donna Brehaut has become the firm’s first Associate Director to be recognised in the Private Client Global Elite Directory. The 2025 Directory also includes Saffery Trust Cayman Director, Lee Hart, marking another milestone for the firm as the first Cayman-based team member listed. Donna and Lee join Guernsey and Cayman Director Lisa […]
With over 15 years’ experience working in partnership with a multi-trust family structure investing in environmental, social and governance (ESG) initiatives, Saffery Trust Manager Claire Tersigni shares her perspective on sustainability within the wealth industry. Is sustainability an important consideration for the wealth industry? Sustainability is crucial for service providers in their operations, for clients […]
Saffery Trust Managing Director Nick Batiste has been named as one of eprivateclient’s 50 Most Influential for 2025. The peer-nominated listing identifies leaders within the private client sector, taking account of their achievements over the prior year and potential for the year ahead. Nick has also been repeatedly named “top recommended” in the Spear’s Tax […]
At first glance, the idea of anyone considering a luxury asset as ‘essential’ may seem counterintuitive. However, ultra-high-net-worth individuals (“UHNWIs”) are increasingly viewing these assets as an integral part of a diversified investment portfolio. Tangible luxury assets, however, present significant risks and challenges which, if not appropriately mitigated and overcome, can see an investment become […]
Saffery Trust has announced key promotions, including the advancement of two NextGen leaders, Simon Ricketts and Zac Hanley, to Associate Director positions in Guernsey. The news marks the sixth promotion for Simon since joining Saffery Trust in an entry-level position 10 years ago. Formerly a senior leader in education in the UK, Simon’s aptitude for […]
As the next generation of wealth generators and inheritors (the “NextGen”) emerges, expectations that clients have on their trustees is evolving. Having grown up with data at their fingertips, the NextGen expects information to be visible and instantly accessible. These clients are used to having their needs met immediately. With increased speed and access, comes […]
Neither the art nor digital asset sectors are strangers to controversy and spectacle, but the recent $6.2 million sale of a piece titled ‘Comedian’, really takes the biscuit banana. Purchased by blockchain founder Justin Sun the piece – a $0.35 banana duct taped to a wall – highlights blurred boundaries between art, value, and perception. […]
