Venue
TBA

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Organizer Society of Trust & Estate Practitioners (STEP)
Submission deadline 23 Apr 2021 5:00pm BST (over 1 year ago)
In your time zone: Apr 23 12pm EDT
Date Awarded 23 Sep 2021 5:00pm BST (about 1 year ago)
In your time zone: Sep 23 12pm EDT
Region EMEA
Details

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.

Past winners

2020 Winners

Accountancy Team of the Year (large firm)
• BDO UK

Accountancy Team of the Year (midsize firm)
• Frank Hirth

Advocate of the Year
• Alexander Learmonth TEP, New Square Chambers

Boutique Firm of the Year
• CADELL

Boutique Law Firm of the Year
• ARKWOOD

Contentious Trusts and Estates Team of the Year (large firm)
• Macfarlanes

Contentious Trusts and Estates Team of the Year (midsize firm)
• Boodle Hatfield

Family Business Advisory Practice of the Year
• BanyanGlobal Family Business Advisors

Financial Advisor Team of the Year
• Matrix Capital Chartered Financial Planners

International Legal Team of the Year (large firm)
• Macfarlanes

International Legal Team of the Year (midsize firm)
• Forsters

Investment Team of the Year
• VAR Capital

Multi-Family Office Team of the Year
• Stonehage Fleming

Philanthropy Team of the Year
• Stewardship

Private Client Legal Team of the Year (large firm)
• Irwin Mitchell

Private Client Legal Team of the Year (midsize firm)
• Forsters

Trust Company of the Year (large firm)
• IQ EQ

Trust Company of the Year (midsize firm)
• ACCURO

Vulnerable Client Advisory Practice of the Year
• Sherlynn G Chan, Stevenson, Wong & Co.

Young Practitioner of the Year
• Maryam Oghanna, Herbert Smith Freehills

2020 People’s Choice - Trusted Advisor of the Year
• Carmen S. Thériault QC TEP, Norton Rose Fulbright Canada

The Geoffrey Shindler Award for Outstanding Contribution to the Profession
• Filippo Noseda TEP, Mishcon de Reya

Lifetime Achievement Award
• Judith Ingham TEP, Withers