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Organizer | The Society of Trust and Estate Practitioners |
Submission deadline |
31 May 2018 5:00am BST
(over 6 years ago)
In your time zone: May 31 12am EDT |
Date Awarded |
7 Nov 2018 5:00am GMT
(about 6 years ago)
In your time zone: Nov 7 12am EST |
Region | EMEA |
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. Open globally to both STEP members and non-members, these prestigious Awards recognise and celebrate excellence among private client solicitors, lawyers, accountants, barristers, bankers, trust managers and financial advisors.
All entries undergo a rigorous judging process with up to five finalists in each category. Judges are supported by an independent panel of experts comprising of internationally renowned practitioners in the wealth management arena.
2017 Winners:
ACCOUNTANCY TEAM OF THE YEAR- LARGE FIRM:
• EY Private Client Services Nordics
ACCOUNTANCY TEAM OF THE YEAR- MIDSIZE FIRM:
• Saffery Champness
BOUTIQUE FIRM OF THE YEAR:
• Pepper International
BOUTIQUE LAW FIRM OF THE YEAR:
• Renaissance Legal
CHAMBERS OF THE YEAR:
• 5 Stone Buildings
CHARITY TEAM OF THE YEAR:
• Bates Wells Braithwaite
CONTENTIOUS TRUST AND ESTATES TEAM OF THE YEAR- LARGE FIRM:
• Macfarlanes
CONTENTIOUS TRUST AND ESTATES TEAM OF THE YEAR- MIDSIZE FIRM:
• Boodle Hatfield
FAMILY BUSINESS ADVISORY TEAM OF THE YEAR:
• PricewaterhouseCoopers
FINANCIAL ADVISOR TEAM OF THE YEAR:
• Harpsden Wealth Management
GEOFFREY SHINDLER AWARD FOR OUTSTANDING CONTRIBUTION TO THE PROFESSION:
• Stephanie Auferil, Arkwood
INTERNATIONAL LEGAL TEAM OF THE YEAR- LARGE FIRM:
• Farrer & Co
INTERNATIONAL LEGAL TEAM OF THE YEAR- MIDSIZE FIRM:
• Ogier
INVESTMENT TEAM OF THE YEAR:
• Capital Generation Partners
LIFETIME ACHIEVEMENT AWARD:
• Geoffrey Shindler OBE TEP
MULTI- FAMILY OFFICE TEAM OF THE YEAR:
• Stoneage Fleming
PEOPLE'S CHOICE- TRUSTED ADVISOR OF THE YEAR:
• Caroline Bielanska TEP, Principal Solicitor
PRIVATE CLIENT LEGAL TEAM OF THE YEAR- LARGE FIRM:
• Burges Salmon
PRIVATE CLIENT LEGAL TEAM OF THE YEAR- MIDSIZE FIRM:
• Boodle Hatfield
TRUST COMPANY OF THE YEAR- LARGE FIRM:
• First Names Group
TRUST COMPANY OF THE YEAR- MIDSIZE FIRM:
• Accuro
VULNERABLE CLIENT ADVISOR OF THE YEAR:
• Caroline Bielanska Consultancy
YOUNG PRACTITIONER OF THE YEAR:
• Lucy Heywood, Deloitte UK