Saffery Trust Managing Director Nick Batiste, UK Managing Director Dominic Lawton-Smith, and Guernsey Director Helen Green have once again been named amongst Spear’s 500 Leading Advisors. The Spear’s 500 directory is widely regarded as one of the most respected guides for ultra-high-net-worth clients and their advisors. It showcases leading experts across key private client sectors […]
Recent changes to domicile rules, as well as to business and agricultural property relief, in the UK have brought trusts and trusteeship into sharper focus for UK-based families and individuals with wealth that they wish to protect. The impact of these changes, alongside succession planning, asset protection and asset administration objectives, has prompted many to […]
Saffery Trust has been named the winner of the ‘Trust Company of the Year (midsize)’ category at the prestigious global STEP Private Client Awards for the second consecutive year. The back-to-back title win marks a significant accomplishment for the firm, which was also shortlisted in the ‘Employer of the Year’ category for the second year […]
Students who took part in Saffery Trust Guernsey’s four-week summer internship have praised the programme for exceeding their expectations. The paid internship gave four students the opportunity to work with both client-facing and non-client-facing teams across the office, providing insights into a wide range of career paths, including trust administration, compliance, accounting, digital transformation, marketing […]
Any people and culture (or “human resources”) professional will know that employee expectations – and employer responsibilities – have evolved dramatically in recent years. Today’s workforce is more value-led than ever before, seeking purpose, integrity, and a sense of belonging in their professional lives. Wellbeing is no longer viewed as a perk, but as a […]
Following the death of the ‘Prince of Darkness’, and Black Sabbath frontman, Ozzy Osbourne last month, headlines have recently turned their attention to an alleged change to his will, in which Ozzy stipulated that his widow, Sharon, is to receive a dozen black roses a week for the rest of her life (“the rose request”). […]
Saffery Trust Cayman has strengthened its leadership team and continued its strategic growth in the region with the appointment of Lauretta Bennett as Director. Lauretta brings over 15 years of experience in the private client sector, specialising in ultra-high-net-worth family offices, which is a core client base for the multi-award-winning firm. She has extensive expertise […]
Saffery Trust has celebrated the inclusion of Switzerland Executive Director Stefan Aegerter and Cayman Director Andrew Needham in the Chambers and Partners High Net Worth Guide 2025, alongside the re-listing of its award-winning Guernsey, Cayman Islands, Dubai, and Swiss offices. The guide is a globally recognised directory ranking the leading private wealth service providers. Based […]
“AI is coming for wealth management” (Financial Times). “AI is changing the wealth management industry, forever.” (Forbes). “AI, wealth management and trust: Could machines replace human advisors?” (World Economic Forum). With headlines like these dominating industry commentary, it is almost impossible for wealth professionals worldwide to ignore the speed at which artificial intelligence is advancing […]
