What the Cayman Islands tokenised funds reforms mean for trustees’ custody, governance and due diligence obligations Why tokenisation really matters for trustees Tokenisation is the process of representing ownership rights in an asset, such as a fund interest, share, bond, piece of real estate or even artwork, as a digital token recorded on a blockchain. […]
Saffery Trust (Suisse) manager Katherine Edwards has been named rising star (non-legal) at the prestigious STEP Private Client Awards 2026. The judges emphasised Katherine’s combination of technical expertise, leadership and outstanding client service. “Trusted with complex projects, she has also helped develop colleagues. Her commitment to professional development and the wider community makes her a […]
The evolution of family wealth governance As wealth becomes increasingly international, multi-generational and complex, families are seeking governance structures that provide more than traditional trustee services alone. The focus has shifted towards creating robust frameworks that preserve wealth, facilitate family participation, protect privacy and support long-term succession planning. In this context, Private Trust Companies (PTCs) […]
Saffery Trust has published its latest Responsible Business Report, showcasing the Group’s continued commitment to creating long-term positive impact for its people, clients, communities and the environment. The report brings together responsible business activity, highlighting progress in employee wellbeing, community engagement, environmental sustainability and responsible governance. A key milestone during the reporting period was the […]
What trustees should be thinking about now A recent decision of the Privy Council, together with legislative developments in Guernsey, has shone a spotlight on the role of trust protectors. In A and 6 others v C and 13 others [2026] UKPC 11, the court considered how a protector should approach requests to approve or […]
Source of wealth: why the story matters as much as the evidence I recently attended a STEP lecture on source of wealth, delivered by Nadia Ziani of SQOPE Intelligence. It was a useful reminder of something that sits at the heart of good client service: understanding source of wealth is not simply a compliance step. […]
Inheriting a significant art collection can feel like stepping into someone else’s story mid‑chapter. These works are often culture objects, records of history and, sometimes, deeply personal reflections of the collector’s values, experiences and identity. When they pass to the next generation, they bring not only financial value, but also a significant responsibility that can […]
From complexity to clarity: the evolving role of the board in private companies As the business landscape continues to evolve, particularly for privately-owned UK companies with international or family ownership, governance is becoming an increasingly important area of focus. For many owners and boards, good governance is now seen not only as a matter of […]
Saffery Trust has successfully achieved the Cyber Essentials Plus (CE+) certification, marking a significant milestone in the firm’s ongoing commitment to cybersecurity. This follows the firm’s previous success in attaining the Cyber Essentials certification in both 2024 and 2025. Cyber Essentials is a UK government-backed scheme designed to help organisations protect themselves against the most […]
