Trust Company of the Year win at 2024 STEP Private Client Awards
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 service. Saffery Trust – which was also shortlisted for Employer of the Year by STEP – was recognised as a leading firm across several areas including its dedication to supporting opportunity and enabling success for its clients and staff alike.
Established in Guernsey in 1977, Saffery Trust was also named Independent Private Client Trust Company of the Year in the 2024 eprivateclient Excellence Awards and winner of the Corporate Social Responsibility/Diversity category in The Twelfth Annual Wealthbriefing European Awards 2024. Saffery Trust Director, Lisa Vizia, said the firm’s success was a testament to its commitment to client service excellence.
“The STEP Awards are considered one of the pinnacles of industry recognition and the calibre of shortlisted firms demonstrates the high standards of excellence in this sector. We are incredibly proud to be named Trust Company of the Year. Aligned by our core values and shared goals, this accolade reflects the hard work and dedication of our entire team and reinforces our commitment to providing an outstanding level of service to our clients.”
The awards required the winning firm to demonstrate strong management and growth, excellence in client service delivery, innovation, technical expertise, support for professional development, and commitment to promoting and upholding the highest professional and ethical standards over the prior 12 months.
From impressive ongoing revenue growth and firm-wide rebrand with a digital-first approach, to the expansion of their team – including more than doubling the size of its Digital Asset & Cryptocurrency Team – Saffery Trust demonstrated a forward-thinking approach and continued stability.
The launch of the firm’s new Employee Value Proposition showcased its commitment to the professional and personal development and well-being of its people, with a progressive flexible working policy to promote a healthy work-life balance.
Saffery Trust also remained committed to its clients, purposefully maintaining a low client-to-staff ratio to ensure personalised care and attention, with its dedicated Client Service Team consistently seeking opportunities to enhance the client journey. The trust and corporate service provider is recognised by professional intermediaries as leaders within industry, delivering a first-class client service.
The firm was also recognised for its contribution to its community, with 2023 marking a record-breaking year for the Saffery Rotary Walk fundraiser, and Saffery Trust doubling its Corporate Social Responsibility budget for 2024 alongside a new strategy for charitable activities.
Lisa said: “At Saffery Trust we believe in doing the right thing, even if no one is looking. We truly care about our clients, our people, and our communities, with a value-driven approach which puts client service at the centre of all we do. This award reflects the collective dedication of our team and the trust our clients place in us.”
“As we continue to innovate and grow, we remain committed to maintaining the highest standards of professionalism and integrity. We look forward to building on this success, evolving alongside our clients’ needs, and driving continued growth for many years to come.”
