The Society of Trust and Estate Practitioners (STEP) Cayman has announced the launch of its Next Gen Committee, a dynamic initiative aimed at engaging and supporting the next generation of Caymanian industry professionals. The Committee, which is the second of its kind to launch globally, has been sponsored by Saffery Trust, a STEP Platinum Employer. […]
Saffery Trust has partnered with leading wealth technology company, Masttro, to offer advanced consolidated reporting to its clients. The partnership will enable Saffery Trust’s ultra-high-net-worth client base a single view of multi-asset portfolios including tangible assets, such as art, jewellery and cars, digital assets including cryptocurrency, and investment portfolios. The Masttro platform is data-driven and […]
Two Saffery Trust Directors have been listed in the Private Client Global Elite Directory 2024 in the advisor category. Guernsey and Cayman Director, Lisa Vizia, retained her standing in the directory, while Trust Director Dominic Lawton-Smith was added to the list after joining the private client firm in 2023. Professionals listed in the directory are […]
The Saffery Rotary Walk Committee has announced the 21 Guernsey-registered charities set to benefit from this year’s round-island walk. Applications were granted for charitable projects with a measurable positive impact for the community. The chosen charities represent a variety of sectors across the island including social care, sport, healthcare, arts, and leisure. The Walk is […]
Saffery Trust celebrates the first anniversary of the opening of its Cayman Islands office this January, and four years of Cayman Islands service provision. The locally based Saffery Trust team in the Cayman Islands has doubled in size through 2023, expanding its offering to include yacht management services and deepening its market-leading expertise in solutions […]
Saffery Trust Director, Lisa Vizia, has been named as one of eprivateclients’s 50 Most Influential individuals for the third time. Lisa was previously named in both the 2020 and 2023 listings in recognition of her skills in “providing proactive strategic input to the clients’ family office deliberations and becoming a trusted advisor at the family […]
Saffery Trust has announced an average 95% staff retention rate in 2023 across its offices in the Cayman Islands, Dubai, Guernsey and Switzerland. The private client firm opened its first international office in Guernsey in 1977 and now employs close to 150 staff across four jurisdictions. Coinciding with its 2023 rebrand, Saffery Trust launched its […]
In the tapestry of global aspirations, the desire for a better future for our children is a universal thread for parents, regardless of where they sit on the wealth spectrum. From education and an entrepreneurial spirit to core values and having a positive social impact, the wishes for the next generation of wealthy families are […]
Saffery Trust has announced five promotions effective from 1 January, in recognition of the dedication and exemplary performance of these individuals in delivering client service excellence. Josephine Champion, who will celebrate five years with the private client firm this year, was promoted from Senior Officer to Assistant Manager in Guernsey. It is her second promotion […]
Being a modern trustee means understanding that wealthy families – and their assets – are increasingly globalised and need tailored wealth structuring solutions that are often multi-jurisdictional. Alongside the legal, tax, regulatory, and administrative considerations of cross-border wealth structuring, trustees must also never underestimate the importance of understanding and respecting their clients’ culture. Whilst structures […]
