Saffery Trust

Congratulations to Assistant Managers Karin Brehaut and Tracey Bufton, Senior People & Culture Officer Caitlin Le Gallez and Administrator Daniel Strobl in our Guernsey office on their recent exam success! We believe in supporting opportunity and enabling success for our clients and staff alike and are proud to support our team members in their professional development. Find out more about life at Saffery Trust here: https://lnkd.in/exuMuMEC #wearesafferytrust #careerprogression #support #recruitment #success #excellence

Following five assessment rounds which began in 2010, Guernsey has achieved a successful outcome in its MONEYVAL evaluation, reaffirming its position as a leading global financial centre. The recent assessment focused on the island’s technical compliance and effectiveness against money laundering and terrorist financing. Saffery Trust was selected for interview as part of the evaluation, with Managing Director Nick Batiste and Compliance and Risk Director Allison Brouard taking part. Read more here: https://lnkd.in/eQUMdRhH #clientservice #trustedadvisor #moneyval #guernsey #aml

Are you looking for a rewarding career where your contributions are valued, your time is flexible, and your wellbeing is prioritised? At Saffery Trust you’re never just a number. Find our current vacancies in Guernsey and Geneva here: https://lnkd.in/eHyewVQG #recruitment #hiring #findyourplace #wearesafferytrust

When it comes to sustainability, the adage that “necessity is the mother of invention” rings loud and true. Notoriously environmentally un-friendly, luxury assets including yachts, aircraft, and art have fallen under increased scrutiny in recent years, with calls for a greener market. From production materials to propulsion methods, Saffery Trust Executive Director Judith Chatoo LLB, TEP discusses the shift towards sustainability within the luxury asset market here: https://lnkd.in/eMAAfUhy #trustedadvisor #clientservice #sustainability #luxury #luxuryassets #esg

Saffery Trust Cayman Trust Officer, Alice Kay, reflects the high standard of the next generation of industry professionals. Alice will be sharing her valuable insights at the STEP Cayman Islands NextGen Seminar this week. We are proud to sponsor the NextGen initiative in Cayman as part of our dedication to the personal and professional development of our team members, and the future of the industry. Find out more about Alice's experience, role, and how to contact her here: https://lnkd.in/epavVzwb #nextgeneration #trustedadvisor #clientservice #sponsor #responsiblebusiness

Last week, Saffery Trust Guernsey and Cayman Director, Lisa Vizia TEP, attended the Trust and Estates Litigation Forum, which we were proud support as a sponsor. The event brought together industry professionals for a series of expert-led discussions on the most pressing issues in the sector. As a leading figure in private client services, Lisa shared her insights, engaging with peers and thought leaders. #trustedadvisor #clientservice #leader

We are proud to announce that we have been reaccredited as a STEP Platinum Employer Partner for a 10th year! Platinum is the highest possible status and reflects our commitment to fostering environments where our people can find health work-life balances and create their own career paths. Read more here: https://lnkd.in/ea4znukM Find our current vacancies here: https://lnkd.in/eHyewVQG STEP – Advising Families Across Generations #responsiblebusiness #platinum #employer #wellbeing

As ultra-high-net-worth clients become increasingly globalised, they may face significant challenges when it comes to tax compliance across multiple jurisdictions. In this article for ThoughtLeaders4 Private Client | TL4PC, Saffery Trust Associate Director Donna Brehaut and Tax Manager Tina Coutanche discuss the role of trustees when it comes to tax compliance and working in partnership with tax advisors: https://lnkd.in/eKaXp2Gp Read the full magazine here: https://lnkd.in/eMJXvrtN #trustedadvisor #tax #taxcompliance #clientservice #thoughtleader Maddi Briggs Paul Barford Chris Leese Danushka De Alwis

We are proud to announce that Saffery Trust’s Lisa Vizia TEP, Lee Hart, Dominic Lawton-Smith, and Donna Brehaut have been listed in the Private Client Global Elite Directory 2025. The directory is collated by both research and peer nomination, reflecting the impact that our team continues to make in the private client industry. This recognition highlights their dedication, expertise, and commitment to providing exceptional service to our clients. Read more here: https://lnkd.in/g3HH5Cm6 #recognition #wearesafferytrust #trustedadvisor #priveclientglobalelite

Our #Guernsey and Cayman Director Lisa Vizia TEP, is heading to Marrakesh this week for the Private Client Global Elite Trust & Estates Litigation Forum. She'll be connecting with other industry experts to exchange insights and explore latest trends, at what promises to be an exceptional event. If you're attending, please feel free to reach out to Lisa, you can learn more on her expertise, role and how to get in touch here: https://lnkd.in/eQQPY937 #trustedadvisor #weareSafferyTrust #globalelite