Saffery Trust is supporting an Olympic hopeful fencer in Guernsey, who has been selected for the British Fencing Athlete Development Programme. 16-year-old Oakley Francart, who has been fencing since he was 9, was selected for Team GB last year and has represented them at competitions throughout Europe. In 2023 he was ranked 13th in the […]
Reportedly the biggest store of global wealth – estimated at close to USD 380 trillion – ‘property’ remains a hugely popular investment for high-net-worth individuals around the world. Offering a tangible asset with the potential for consistent returns, and appreciating in value over time, the appeal of maintaining a property portfolio continues to attract high-net-worth […]
When it comes to private clients and wealth management, compliance is paramount for safeguarding assets, maintaining trust, and protecting our reputation as a top-tier firm. Due diligence in Guernsey Each jurisdiction has specific requirements for certifying due diligence documents. In Guernsey, the Guernsey Financial Services Commission (GFSC) promotes exceptionally high standards, as evidenced by this […]
When Saffery Trust in Geneva was approached by a decentralised autonomous organisation (DAO) to provide Protector services to their registered legal entity, it was a unique opportunity to demonstrate how a forward thinking trustee can apply traditional fiduciary expertise in a new context. What is a DAO? In simplest terms a DAO is an emerging […]
The employment market is changing. Traditional metrics for job seekers, such as salary and security, are being increasingly supplemented by an emphasis on values and purpose. A recent study by Deloitte highlighted that nearly 90% of Gen Z (born 1997-2012) and Millennial (born 1981-1996) employees emphasise the importance of working for companies that align with […]
Saffery Trust has announced the promotion of six staff in its Guernsey office, which were effective from 1 July 2024. The promotions include Guernsey’s Rory Jones appointed as Manager in the Digital Asset and Cryptocurrency team, which has more than doubled in size since its formation. Rory joined Saffery Trust in a trainee position in […]
Saffery Trust has been shortlisted in the Trust Company of the Year (midsize firm) and Employer of the Year categories at the 2024 STEP Private Client Awards, which celebrate excellence in private client practice. The announcement marks a continued year of success for Saffery Trust, which was named Independent Private Client Trust Company of the […]
From charitable organisations working to ensure children have access to education in developing countries, to tens of thousands of the world’s highest academic achievers competing for coveted spots at an Ivy League institution, the value of prioritising education is universally understood. While some students are at the mercy of a “postcode lottery” (where they are […]
Saffery Trust Cayman has welcomed the addition of three new team members, including Director Lee Hart. With over a decade of experience within the trust industry, Lee will support the firm’s other directors in overseeing the establishment and administration of Cayman Islands wealth structures for high-net-worth clients. Lee said: “Having lived and worked in the […]
Saffery Trust has won the Private Client Trust Company (Independent) category in the 2024 eprivateclient Excellence Awards. The firm – which won the same title in its last entry in 2022 – was hailed by judges for delivering “a very strong submission which clearly demonstrated its strengths and highlighted them as a leading firm in […]
