The STEP Private Client Awards stand as a benchmark of excellence in the wealth and private client industry, recognising the dedication, expertise and innovation of firms and professionals worldwide. Having the privilege of serving as a judge for the first time this year, I am eager to see how practitioners and firms continue to push… Read More Navigating the STEP Private Client Awards: Insights from a Judge
Entries are open for the STEP Private Client Awards 2023/24 from 30 January until 14 April. The Awards are widely acknowledged as being the premier event in the private client industry calendar. Winning an Award is a very clear and recognised hallmark of excellence. How then, do you go about winning an Award? Mary Duke… Read More How to win a STEP Private Client Award 2023/24
Each year, STEP supports a charitable organisation through its Private Client Awards. Instead of charging an entry fee to the Awards, we ask entrants to make a donation to our chosen charity; attendees can donate at the event itself, and STEP members can also donate online here. Charity partnerships are for three years, and previous… Read More Introducing STEP’s new Private Client Awards charity partner, the World Literacy Foundation
Entries are open for the 2019/20 STEP Private Client Awards until 30 April. The Awards are widely acknowledged as being the premier event in the private client industry calendar. Winning an Award is a very clear and recognised hallmark of excellence. How then, do you go about winning an Award? John Barnett TEP, Chair of… Read More How to win a STEP Private Client Award 2019/20
It’s been a busy few months at STEP. Our public-facing website advisingfamilies.org marked its first birthday on 22 May. Launched as part of a wider campaign to raise public awareness of STEP and TEPs, the site has clocked up over 130,000 visits, and over 700 followers on social media. Members and their firms have done… Read More What’s been happening at STEP in England and Wales?
The Judges’ Panels met last week to whittle down the entries for this year’s STEP Private Client Awards to a shortlist for final consideration. Given that we had a record number of entries (240) from a record number of jurisdictions (21), their task was not easy. Many entrants will, inevitably, be disappointed. For those that… Read More How to win a STEP Private Client Award
On Monday STEP announced that nominations for the 2014/15 Private Client Awards (PCA) had opened. Now in their ninth year, the PCAs are our opportunity to acknowledge and celebrate the professional achievements of our peers in private client practice, be they solicitors, attorneys, accountant, barristers, bankers, family business consultants, trust managers or financial advisors. This… Read More Time to acknowledge excellence
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