Anyone working within the private client wealth sector, from tax advisors and trustees to lawyers and lenders, will know that crypto and digital assets have rapidly moved from the fringes of finance to mainstream investment and wealth planning. As interest and investment in the asset class continues to grow, so too does speculation regarding regulation, […]
Saffery Trust has published its first Responsible Business Report as part of its ongoing commitment to doing the right thing for its people, clients, communities, and the environment. The report brings together the Group’s responsible business activity across its offices in Guernsey, Switzerland, Dubai, and the Cayman Islands, highlighting progress in key areas including employee […]
Since recent changes to Guernsey’s Private Investment Fund legislation came into effect, there has been a marked shift in the conversations I am having with high-net-worth families and professional intermediaries. What started as discussions regarding technical updates to various informational materials has quickly translated into something much more visible: a noticeable rise in enquiries from […]
If you made £57,000 a month, would you still worry about money? Whilst trying to find some guilty-pleasure TV to switch off, I stumbled across Stacey Solomon’s reality TV show, where she opened up about feeling like an “imposter” in her high-net-worth life and her constant fear that her wealth will be lost overnight, despite […]
Saffery Trust has been re-certified by Great Place to Work Switzerland for a consecutive year, reflecting the firm’s ongoing commitment to its people and culture. The certification process includes a data-driven approach, anonymous employee feedback, and a review of a firm’s culture, awarding organisations who are found to offer an “outstanding working environment” to their […]
Behind every well-governed company is a complex framework of administration, compliance and strategic coordination that ensures it operates smoothly and meets evolving regulatory expectations. In this Q&A, Saffery Trust Cayman Director Lee Hart explains the difference between registered office and full corporate services in the Cayman Islands, and why understanding that distinction is so important […]
Saffery Trust has retained it’s ranking as a ‘Tier I’ firm in the eprivateclient 2025 Top Trust Company list. The annual list recognises leading trust companies, assessing firms on a range of criteria including reputation, quality of service, breadth of expertise, senior leadership, employee retention, and the scale and complexity of their client work. Saffery […]
Frederic (‘Fred’) Ragno has been appointed Managing Director of Saffery Trust in Dubai. Fred will undertake the position as a dual role, continuing his responsibilities for Saffery Trust in Switzerland. Fred has over 15 years’ experience in the Middle East, with ultra-high-net worth clients with diverse assets and structures, predominantly in the United Arab Emirates […]
In recent years, articles, panels, podcasts, and conversations within the private client sector seem to have been centred around the transfer of wealth from the ‘Baby Boomer’ generation to Millennials and Gen Z. “The Great Wealth Transfer” has dominated headlines and industry discourse, with many private client providers identifying a need to adapt their service […]
