With an estimated US$15.4 trillion set to be transferred to the next generation (“NextGen”) by 2030, wealth service providers are understandably focused on the emerging cohort of global wealth holders. Equally important, though often overlooked, is the next generation of wealth industry professionals, who will play a pivotal role in shaping the future of the […]
Estimated as a trillion-dollar industry, personal data has become a new form of currency for companies and criminals alike. Saffery Trust Information Security Officer, Sonia Bowditch, explains why maintaining the highest levels of data security is fundamental to client service. Why is data security such a high priority in the wealth industry? The value of […]
Three Saffery Trust professionals have been recognised in the 2024 Spear’s Tax & Trust Index for the best tax, structuring, and offshore experts for high-net-worth individuals. Managing Director, Nick Batiste, Director, Helen Green, and Trusts Director Dominic Lawton-Smith have once again been ranked as “top recommended” in the annual index. The recognition comes after a […]
When scrolling through LinkedIn recently, a trending post caught my eye: 7 Toxic Job Signs. In less than a week, the post had been shared over 4,300 times, with close to 23,000 reactions and nearly 1,000 comments. It doesn’t take a LinkedIn (or HR) expert to see that this clearly struck a chord. The overwhelming […]
With crypto accounting for the wealth of 17 billionaires in 2024, and cryptocurrency revenue expected to exceed US$3 trillion by 2026, it might be easy to think that the biggest problem for crypto owners is deciding how to spend their fortunes. However, while cryptocurrencies have gained significant popularity and recognition, they are still far from […]
Saffery Trust has been named Trust Company of the Year (Midsize Firm) at the STEP Private Client Awards, marking the firm’s third major award success of 2024. Widely regarded as the benchmark of quality and professionalism in the private client sector, the STEP Private Client Awards celebrates top firms delivering the highest standards of client […]
Family offices: What are they are what role do we have to play in their success? Saffery Trust Cayman Director, and founding member of the Cayman Islands Family Office Association, Andrew Needham, shares his insights on this growing client service area. What is a family office? A family office is a private advisory group which […]
£50m. That’s how much Oasis brothers Noel and Liam Gallagher are set to earn from ticket sales alone for their 2025 reunion tour following a 15-year hiatus and a very public feud between the Mancunian pair. Despite the long-publicised dispute between Noel and Liam, with both repeatedly vowing over the years never to play together […]
Guernsey’s Alzheimer’s Society charity has hosted an afternoon tea for its service users thanks to funding from Saffery Trust. The event, which was held at the Peninsula Hotel, saw a group of around thirty take an opportunity to socialise and enjoy the sunshine. Alzheimer’s Society Dementia Adviser, Michael Nicholls, said the afternoon tea was a […]
