STEP website
C Hoare & Co, Farrer & Co and Bircham Dyson Bell lead the finalists for the STEP Private Client Awards 2012/13, announced today.
More than 80 firms made the shortlist and five industry luminaries have been nominated for the coveted Trusted Advisor of the Year Award.
The STEP PCAs are the international awards that cover the whole private wealth sector. Entries go through a rigorous practitioner-led three-stage judging process to select the best out of 18 categories, including Private Investment Office of the Year, Charity Team of the Year and UK Boutique Firm of the Year.
Winning a STEP PCA has proved to be a clear mark of excellence. Bedell chief executive Nick Cawley said: 'Since being named Owner-Managed Trust Team of the Year at the STEP Private Client Awards 2011/12, we have seen an increase in business.'
The complete list of 2012/13 finalists is online at www.step.org/pcafinalists
Award winners will be announced at the seventh annual gala ceremony, which takes place at the London Hilton on Park Lane Hotel on Wednesday 19 September. Tables are selling fast, so book now at www.step.org/awards
Confirmed sponsors are: AP Executive, BBA, Butterfield Trust, Citi Private Bank, GAM, Hawksford, Hottinger & Partners SA, IFG International, Katten Muchin Rosenman LLP, Kleinwort Benson, Mercator Trust Company Ltd, Ogier Private Wealth, SIFA, Stonehage Group and Towry.
STEP is proud to support Feed The Minds again. Last year, PCA entrants raised £56,770 for the charity.
The Society of Trust and Estate Practitioners (STEP) is the worldwide professional body for practitioners in the fields of trusts and estates, executorship and related issues. STEP aims to promote the highest professional standards through education and training leading to widely recognised and respected professional qualifications. STEP also works to demonstrate the value of good stewardship and planning across future generations to governments, professionals, financial institutions and the public.
STEP has more than 17,500 members spanning 81 countries; 6,800 members are in the UK. Some 4,500 students worldwide are studying for STEP qualifications. In the UK, STEP supports an extensive regional network providing training and professional development.
