Firm / Organisation

Saffery Champness

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Saffery Champness Registered Fiduciaries
Website: www.saffery.com/offshore
Tel: 01481 721374
Fax: 01481 722046

Managing Director: Nick Batiste
Executive Chairman: Kelvin Hudson
Number of Client Facing Directors: 12
Number of staff: 142 (across all offices)
Languages: English, French, Latvian, Russian, German, Italian, Danish, Spanish

FIRM OVERVIEW
Saffery Champness has been providing fiduciary services in Guernsey for more than 40 years. It is one of the largest independent providers of fiduciary services on the island, combining its independence with professional ethos and heritage.

Employing over 120 people in Guernsey, the firm maintains strong links with its colleagues in its Swiss and Dubai offices. The teams are experienced in dealing with multi-jurisdictional, often complex, structures across different asset classes.

Its clients are diverse in terms of their requirements, where their wealth is derived, where their assets are located and their jurisdictional connections.

Saffery Champness has considerable experience and expertise in working with very high profile individuals and families including Politically Exposed Persons and Commercially Exposed Persons and administering their affairs effectively. It looks after the affairs of many ultra-high and high net worth individuals, ranging from Eastern European and Middle Eastern UHNW families, sports personalities, to property developers and clients with more modest assets held within straightforward investment portfolios.

MAIN AREAS OF PRACTICE:

Succession and Asset Protection

The firm’s offshore fiduciary teams have expertise in managing trusts, private trust companies, foundations, family offices and corporate structures to ensure that legacies are passed on, and values are preserved, whilst enabling the successor generation to forge their own destiny.

The teams at Saffery Champness have experience in providing trustee services to, and dealing with dynastic issues for, wealthy multi-generational families and their respective family assets. They have specialist experience in dealing with Middle Eastern and Russian/CIS clients in relation to their respective succession planning and asset protection structuring.

The firm provides practical solutions to the challenges experienced by clients who may live or trade in areas of political or economic instability. Through these structuring solutions, its clients can plan for succession and protect their assets from threats, including sovereign risk, repatriation or forced heirship in the most efficient manner possible.

Family Office

Saffery Champness works in partnership with the private offices of a number of international families and understands the diverse and often complex scenarios involved with family dynamics.

Services range from concierge-style services to looking after the family’s financial affairs, and dealing with Intellectual Property, image and commercial rights.

Given the non-standard nature of the investments, assets and businesses linked to Family Offices, the team at Saffery Champness recognises the importance of understanding and managing risk on a tailored basis. As part of its fiduciary responsibility, they are able to monitor and report on asset performance on a risk adjusted basis and have expertise in dealing with other family assets such as aircraft, yachts, art and antiquities, as well as private residences.

Luxury Assets

Via the firm’s extensive network and experience mean they can help clients no matter how unconventional the asset or the investment. Saffery Champness is perfectly placed to assist clients with adding specialist assets to their portfolios. These might include assets in emerging markets, commodities, art, antiquities, precious stones, intellectual property, super yachts and private aircraft, as well as the ownership of operational businesses and direct investments. 

Saffery Champness understands that social, ethical and sustainable investing is becoming increasingly important for certain investors to create a more sustainable world for future generations.

Philanthropy

Saffery Champness helps its clients by establishing and administering various structures with philanthropic objectives. Working closely with clients to establish a clear framework for investment portfolios to be constructed including the review of investment opportunities, performance measurement and measurement of impact. Regular reporting is provided so the client can ensure that financial stability is achieved for both current and future generations, at the same time as utilising family wealth to leave behind a better environmental footprint.

Contact Name: Helen Green, Director, Saffery Champness Registered Fiduciaries
Tel: 01481 721374
Email: [email protected]

Service Areas:
■ Trustees (corporate and personal) for and administration of trusts under a variety of trust laws; 
■ Directors (corporate and personal) for and administration of companies incorporated in a variety of jurisdictions; 
■ Private Trust Companies: corporate and personal directors, secretary and shareholders services; 
■ Limited Partnerships: directors and administration of corporate general partners; 
■ Foundations: council members and registered agents and administration; 
■ Protected Cell Companies: directors and administration; 
■ Family office establishment: either independently or in conjunction with existing family office structures; 
■ Non-standard assets/trophy assets.  

Offices:

Dubai
Saffery Champness (ME) Limited
812-A
Level 8
Liberty House
DIFC
Dubai
United Arab Emirates

Tel: +971 (0)54 721 3888
Email: [email protected]

Guernsey
PO Box 141
La Tonnelle House
Les Banques
St Sampson
Guernsey
GY1 3HS

Tel: +44 (0)1481 721374
Email: [email protected]

Switzerland:

Geneva

Boulevard Georges-Favon 18
1204 Geneva
Switzerland

Tel: +41 (0)22 319 0970
Email: [email protected]

Zurich
Olgastrasse 10
8001 Zurich
Switzerland

Tel: +41 (0)43 343 9328
Email: [email protected]