Saffery Trust has once again been named as a Platinum Employer Partner by the prestigious STEP Employer Partnership Programme. The STEP Employer Partnership Programme is a highly respected hallmark of quality in the industry and its accreditation scheme reflects a firm’s dedication to its staff members, their learning and development and their drive to provide […]
Three team members at Saffery Trust have been selected for Legal Week International’s Private Client Global Elite Directory (2022), including Director Mark Le Ray, Director Lisa Vizia, and Executive Director (Saffery Suisse S.A.) Andrew Everton. The Private Client Global Elite Directory is a highly respected international directory of the world’s top private client and trust […]
Switzerland, recently named the world’s strongest ‘nation brand’ of 2021, is more than just a land of pristine snow-capped peaks and silky chocolate. This alpine state has a number of important attributes and advantages which have attracted generations of the world’s wealthiest individuals and families. These have only been further enhanced in recent years and, for […]
In this episode of New Horizons, Associate Director Donna Brehaut looks into the advantages and benefits of Foundations in wealth planning.
Saffery (Suisse) S.A. announces several promotions across its Swiss offices, a reflection of the hard work and enthusiasm that the individuals have put into their work in supporting the business and its clients every single day of the year. Firstly, Robert Steele has been promoted to Client Director. Since joining the firm in 2015 Robert has worked […]
Saffery Trust has announced eight promotions in Guernsey, including Rory Jones and Tracey Bufton who have been promoted to Assistant Managers, along with Josephine Champion who has been promoted to Senior Officer. The promotions take effect from 1 January. Rory Jones joined Saffery Trust as an administrator 12 years ago. He has a diverse client […]
In this episode, Guernsey Director Lisa Vizia discusses the nuances of Family Office set up, cultural considerations and the key understandings to make the working relationship a success.
Tax Director Mark Le Ray outlines the importance of tax compliance and how professional advisors deal with ever evolving tax legislation, including Economic Substance, to ensure they are compliant and adhering to industry standards.
$53 trillion. That’s the figure which Bloomberg analysts predict global ESG assets under management will hit by 2025. The development and growth of the ESG market has been phenomenal, and has been driven by a number of factors. This includes, importantly, a growing awareness of the world’s finite resources and the long-term unsustainability of certain […]
