poppymurray, Author at Saffery Trust International

Swiss Managing Director Paul Tucknott responds to Great Place to Work certification

Saffery Trust Switzerland has been certified as a Great Place to Work under initiative which recognises organisations with thriving workplace cultures. The certification process uses an evidence-based methodology across five categories: trust, maximising human potential, innovation, value creation, values, and the effectiveness of leadership. Saffery Trust’s recognition in all these categories reflects its commitment to […]

Q&A: Modern solutions for a centuries-old industry

Saffery Trust established its Transformation Team two years ago, representing a considerable investment in progression. Developed by Associate Director Andy Russell, and Manager Joe Cardoso-Smale, the team has since tripled in size, including upskilling and reassigning existing staff. Transformation Officer, Samuel Ward, shares his insights on the opportunities and challenges of implementing digital solutions for […]

ESG Legislation and the wealth industry

As we move towards a future that prioritises sustainability, the ongoing introduction of legislation signals a significant shift in the regulation of sustainable investing and practices within the wealth industry. At Saffery Trust, we have been supporting clients investing in the environmental, social and governance (ESG) sphere for close to two decades. At the outset, […]

Partnership announcement: Blockchain Association of the Cayman Islands

Saffery Trust Cayman has become a member of the Blockchain Association of the Cayman Islands (BACI), strengthening its position as a leading firm for clients with crypto wealth and digital assets. The membership underscores Saffery Trust’s commitment to remaining at the forefront of the rapidly evolving blockchain and cryptocurrency sectors. The BACI serves as a […]

Sudden Wealth Syndrome: Support for the unexpected

What would you do if you became rich overnight? From purchasing luxury assets and travelling the world, to early retirement or philanthropy, most people will have endless answers to this question. But how many would say: “I’d make sure I understand the risks to my wellbeing”? Sudden Wealth Syndrome (SWS) is a psychological condition that […]

Our Swiss office completes Sustainability and ESG Maturity assessment

Saffery Trust has reinforced its commitment to responsible business with the completion of a full Sustainability and ESG Maturity assessment of its business in Switzerland. The independent assessment analysed environmental, social, and governance (“ESG”) factors across business areas including strategy, governance, risk, policies, training and reporting, with the findings being used to initiate a new […]

Putting people first with Guernsey Mind partnership

Saffery Trust Guernsey has announced its Workplace Partnership with Guernsey Mind as part of its ongoing efforts to promote good mental health and well-being. By signing up to the Workplace Partnership, the award-winning firm has committed to measurable actions to strengthen its support and inclusive internal culture. The partnership marks another milestone in the firm’s […]

2024 Top Trust Companies listing for Saffery Trust

Saffery Trust has retained its Tier I ranking in the 2024 eprivateclient Top Trust Companies, marking a year of ongoing and significant successes for the independent firm. The private client firm – which has offices in the Cayman Islands, Guernsey, Switzerland and Dubai – was recognised for several factors, including its reputation, client service excellent […]

NextGen wealth in the hands of NextGen wealth professionals

With an estimated US$15.4 trillion set to be transferred to the next generation (“NextGen”) by 2030, wealth service providers are understandably focused on the emerging cohort of global wealth holders. Equally important, though often overlooked, is the next generation of wealth industry professionals, who will play a pivotal role in shaping the future of the […]

Q&A: The role of data security in protecting our clients

Estimated as a trillion-dollar industry, personal data has become a new form of currency for companies and criminals alike. Saffery Trust Information Security Officer, Sonia Bowditch, explains why maintaining the highest levels of data security is fundamental to client service. Why is data security such a high priority in the wealth industry? The value of […]