Saffery Trust leaders recognised as “top offshore experts” by Spear’s index

Two Saffery Trust professionals have been recognised in the Spear’s 500 Tax & Trust Advisers Index 2023 for the best tax, structuring and offshore experts for high-net-worth individuals.

Managing Director, Nick Batiste, and Director, Helen Green, have once again been ranked as “top recommended” in the annual index, following a review of peer nominations, client feedback, interviews and data gathered by the Spear’s editorial and research teams.

Nick joined the private client firm in 1992, before being appointed as Managing Director in 2014. Drawing on his wealth of experience at every level of the business, Nick has helped to shape innovative progress to support both clients, and Saffery Trust staff, in meeting their objectives.

Nick said the continued inclusion in the ranking was reflective of the high standards held, and delivered, by the firm.

“Our ability to provide a first-class client service across all our jurisdictions is thanks to a number of factors, including our highly experienced and qualified team members, the breadth and depth of our service offering, and our independent structure which allows us to tailor our services to best meet the needs of each client.

“I am delighted to have again been named as a “top offshore expert”. At Saffery Trust we are individually expert and collectively exceptional; my inclusion on this list, alongside Helen, reflects the feedback we receive not only from our clients, but our people and the vast network of global specialists we work alongside.”

Helen, who has over three decades of industry experience and was previously a Partner of Saffery in London before relocating to the island, added:

“Our team members, at every level, are dedicated to delivering an exceptional service to our clients across all our jurisdictions. It is an honour to remain included in this ranking, which helps to further showcase this firm’s expertise and dedication to our clients.”