A meaningful shift in private wealth Private wealth is undergoing a significant transformation, with implications that extend well beyond the balance sheets. As wealth moves across generations and between spouses, women are increasingly expected to control a growing share of global wealth in the years ahead. That trend is being shaped not only by inheritance, […]
Family life has changed Succession planning has always been shaped by family life. The difference today is that family life is more varied, more international and often more complex than traditional planning models assume. For many families, the idea of wealth passing neatly through one straightforward family structure no longer reflects reality. Second marriages, stepchildren, […]
A shift that’s no longer theoretical For a long time, the great wealth transfer was framed as something on the horizon. Significant, certainly, but still some way off. That is becoming harder to say. Across private wealth, families are already dealing with the practical realities of succession. Wealth is moving between generations, between spouses and […]
An Investment Policy Statement, or IPS, may sound technical, but at its heart it is a practical document. It helps turn long-term intentions into clear day-to-day investment decisions. Donna Brehaut, Client Director and member of Saffery Trust’s Investment Review Committee, explains why a well-crafted IPS can bring clarity for clients and support strong governance for […]
Saffery Trust Director, Lisa Vizia, has been named in the 2026 eprivateclient Most Influential list, recognising leading professionals shaping the private client sector. This is Lisa’s fourth appearance on the list, having previously been recognised in 2020, 2023 and 2024, reflecting her long-standing reputation for trusted, practical advice and strong client relationships. The annual eprivateclient […]
Once seen as an optional extra, philanthropy has become a defining element of how many individuals and families think about managing and sharing their wealth. While most high-net-worth individuals (HNWIs) are already giving generously, research suggests that few feel fully supported in doing so. Barclays’ 2025 Giving Report found that 98% of UK HNWIs donate […]
Saffery Trust has announced a series of well‑deserved promotions across its Geneva and Guernsey offices, recognising the continued development, dedication and contribution of team members. Effective 1 January 2026, in Geneva, Jilian Sinde has been promoted to Senior Trust Administrator. Since joining the firm, Jilian has brought a refreshing energy to the team, integrating seamlessly […]
2025 has been a year of growth, innovation, and success for Saffery Trust, defined by strategic expansion, new leadership, recognition for client service excellence, and our commitment to our people and communities. Saffery Trust Managing Director Nick Batiste, Switzerland Managing Director Paul Tucknott, Dubai Managing Director Fred Ragno, UK Managing Director Dominic Lawton-Smith, Guernsey Director […]
Saffery Trust is proud to announce that it has been officially certified as a Great Place to Work®, following a comprehensive and confidential survey of its employees. The certification recognises outstanding workplace culture and is based entirely on staff feedback. This recognition follows the firm’s successful Great Place to Work® Switzerland accreditation earlier this year […]
