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Saffery Trust Guernsey was named the 'Trust Company of the Year (Midsize Firm)' at the STEP Private Client Awards. It's the third 'major award' claimed by the company this year.
'STEP' is the global association for practitioners who specialise in trusts, inheritance and estate planning, and the awards are widely regarded as a benchmark for quality and professionalism in the private client sector.
Saffery was recognized for its "dedication to supporting opportunity" and "enabling success for its clients and staff alike".
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.
Saffery Trust Director, Lisa Vizia, said: "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.”
Pictured top: Lisa Vizia and the team from Saffery Trust Guernsey.
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