In the vast landscape of client service, trustees often find themselves navigating not only legal complexities and financial intricacies but also the difficulties of family relationships. Family dynamics can pose significant challenges, often becoming the epicentre of contentious issues that trustees must address. From conflicting interests to generational shifts, the nuances of family dynamics can […]
Saffery Trust has been named as winner of the Corporate Social Responsibility/Diversity (CSR) category in The Twelfth Annual Wealthbriefing European Awards 2024. The annual awards are open to financial service providers across Europe, focused on experts, products, and services. The CSR category required nominees to demonstrate their social responsibility activities over the prior 12 months […]
As trustees, we have a fiduciary duty to preserve and enhance the value of the trust fund in the best interests of the current and future beneficiaries. To do this, it is essential that we have a strong global network of intermediaries who can be called up on to assist when expert advice or services […]
When considering the definition of wealth, the traditional focus has primarily been on financial assets and investment strategies. However, recognition of different, yet equally important, definitions of wealth have seen trustees and wealth managers adopt a more holistic approach for their clients and their staff. Perceptions of ‘wealth’ will vary from person to person, contingent […]
Ninety-six islanders in Guernsey will be able to participate in self-defence classes between March and May thanks to funding from Saffery Trust. The one-hour sessions, which are being run in partnership between SafetyNet and JackalBoxFit, will offer training on protection from, and response to, physical assaults. SafetyNet Chair, Poppy Murray, said the sessions would be […]
Saffery Trust Switzerland has become the first trust service provider to partner with Geneva-based data security firm, Wecan, to offer enhanced data security and increasing efficiency in sharing documentation with intermediaries. Wecan offers secure data management services, built on blockchain technology. Following its launch five years ago, Wecan now helps over 100 financial service providers […]
The Society of Trust & Estate Practitioners (STEP) Cayman Islands branch will be hosting a launch party for its new NextGen initiative. The initiative, which is sponsored by Saffery Trust, has been established to engage and support the next generation of Caymanian trust professionals. The event is open to anyone interested in building a career […]
As we delve into the unpredictable, yet dynamic, realm of crypto, the landscape of 2024 promises to be marked by intriguing trends that will undoubtedly shape the future the market. The metamorphosis of blockchain technology and decentralised finance (DeFi) continues to captivate the attention of investors, enthusiasts, and industry players alike. Amidst the evolution of […]
When considering diversity in the workplace, linguistic diversity may not be front of mind, but a multi-lingual workplace can yield a wealth of benefits for clients, intermediaries, and employees alike. For firms with a global client base and professional network, language barriers can hinder effective communication. However, when service providers are proficient in multiple languages, […]
Saffery Trust has announced the appointment of Sharon Coburn as Associate Director of its People & Culture team. The appointment comes following the retirement announcement of Associate Director Jane Wade, after more than 40 years of service with the private client firm. A fellow of the Chartered Institute of Personnel and Development and a Chartered […]
