Client service: How can excellence be achieved and why is getting it right so important? As clients’ needs continue to evolve, as do expectations on service providers. Saffery Trust Client Director Nicky Kendall and Assistant Manager Chantelle Le Cheminant – who are both Client Service Champions – discuss how our approach to client service prioritises […]
Saffery Trust Director Helen Green has marked an impressive milestone, celebrating 40 years with the award-winning private client firm, including 24 years at the Guernsey office. Helen has labelled the firm a “great place to work” and credited her commitment to the “collaborative and friendly” culture. From being the first female General Practice Partner in […]
Thanks to its robust legal framework and flexibility, the Cayman Islands has long been a popular jurisdiction for establishing (“settling”) trusts, and the upcoming removal of perpetuity for trusts is set to make it an even more attractive option for high-net-worth individuals and corporate clients alike. Traditional trust structures in the Cayman Islands are subject […]
Saffery Trust is supporting an Olympic hopeful fencer in Guernsey, who has been selected for the British Fencing Athlete Development Programme. 16-year-old Oakley Francart, who has been fencing since he was 9, was selected for Team GB last year and has represented them at competitions throughout Europe. In 2023 he was ranked 13th in the […]
Reportedly the biggest store of global wealth – estimated at close to USD 380 trillion – ‘property’ remains a hugely popular investment for high-net-worth individuals around the world. Offering a tangible asset with the potential for consistent returns, and appreciating in value over time, the appeal of maintaining a property portfolio continues to attract high-net-worth […]
When it comes to private clients and wealth management, compliance is paramount for safeguarding assets, maintaining trust, and protecting our reputation as a top-tier firm. Due diligence in Guernsey Each jurisdiction has specific requirements for certifying due diligence documents. In Guernsey, the Guernsey Financial Services Commission (GFSC) promotes exceptionally high standards, as evidenced by this […]
When Saffery Trust in Geneva was approached by a decentralised autonomous organisation (DAO) to provide Protector services to their registered legal entity, it was a unique opportunity to demonstrate how a forward thinking trustee can apply traditional fiduciary expertise in a new context. What is a DAO? In simplest terms a DAO is an emerging […]
The employment market is changing. Traditional metrics for job seekers, such as salary and security, are being increasingly supplemented by an emphasis on values and purpose. A recent study by Deloitte highlighted that nearly 90% of Gen Z (born 1997-2012) and Millennial (born 1981-1996) employees emphasise the importance of working for companies that align with […]
Saffery Trust has announced the promotion of six staff in its Guernsey office, which were effective from 1 July 2024. The promotions include Guernsey’s Rory Jones appointed as Manager in the Digital Asset and Cryptocurrency team, which has more than doubled in size since its formation. Rory joined Saffery Trust in a trainee position in […]
