‘The View from Dubai’ series sees Ajay Wiltshire, discuss topics, trends and perspectives on the region with leading private client practitioners and advisors. In our third episode where Ajay speaks to Private Banker, Mario Al-Jebouri and CdR Capital’s Nour Tassabehji about banking and investments, what clients want and whether their needs are being met. They also discuss whether disintermediation […]
Saffery Trust Cayman has relocated to a new, greener, office in the Cayman Islands following team growth in the region. The private client firm’s new office in the Cayman Technology Center has been welcomed by the team, which has more than doubled in size over the last year. The Cayman Technology Center, located in central […]
Intellectual property: what is it and why is protecting it so important? When Intellectual Property is held in a Guernsey company, legal ownership, and responsibility, of the asset is transferred to the Guernsey directors, so it is important to engage a firm with experience in this complex service area. Saffery Trust Client Director, Simon Murphy, […]
With a global sales value of $65bn, it is little wonder that art is a popular investment for the world’s wealthy. However, interest in art stretches far beyond monetary gains; art is an extremely personal commodity. Unlike other non-standard assets such as yachts and aircraft, the value of art cannot be determined by universal standards […]
Saffery Trust has supported a champion junior Guernsey golfer who will be playing on a professional tour around the UK. 17-year-old Jayden Tucknott earned a place on the Clutch Pro Tour following a successful 2023 season in which he won seven Junior Opens in Hampshire and became Island and Channel Island Junior Champion. Jayden also […]
In the vast landscape of client service, trustees often find themselves navigating not only legal complexities and financial intricacies but also the difficulties of family relationships. Family dynamics can pose significant challenges, often becoming the epicentre of contentious issues that trustees must address. From conflicting interests to generational shifts, the nuances of family dynamics can […]
Saffery Trust has been named as winner of the Corporate Social Responsibility/Diversity (CSR) category in The Twelfth Annual Wealthbriefing European Awards 2024. The annual awards are open to financial service providers across Europe, focused on experts, products, and services. The CSR category required nominees to demonstrate their social responsibility activities over the prior 12 months […]
As trustees, we have a fiduciary duty to preserve and enhance the value of the trust fund in the best interests of the current and future beneficiaries. To do this, it is essential that we have a strong global network of intermediaries who can be called up on to assist when expert advice or services […]
When considering the definition of wealth, the traditional focus has primarily been on financial assets and investment strategies. However, recognition of different, yet equally important, definitions of wealth have seen trustees and wealth managers adopt a more holistic approach for their clients and their staff. Perceptions of ‘wealth’ will vary from person to person, contingent […]
