Stonehage Fleming scoops 2 STEP Private Client awards
Stonehage Fleming’s advice team won two awards, including Financial Advisor Team of the Year, at the STEP 2024 Private Client Awards last night.
Stonehage Fleming scooped awards for: Multi-Family Office Team of the Year and Financial Advisor Team of the Year.
The awards run by STEP (the Society of Trust and Estate Practitioners) recognise professional achievement each year.
The winners of the 2024 Private Client Awards were announced in a ceremony at the London Hilton on Park Lane. Broadcaster and author Susie Dent hosted the awards.
STEP’s Private Client Awards are in their 19th year and are open to lawyers, accountants, private bankers, financial advisers and trust managers worldwide.
This year saw a record number of entries, with 373 submissions.
Among the award winners were EY Private Tax, Evelyn Partners and Herbert Smith Freehills.
Winners 2024
Accountancy Team of the Year (large firm) - EY Private Tax
Accountancy Team of the Year (midsize firm) - Telic Advisory
Boutique Firm of the Year -Fischer Ramp Buchmann
Contentious Trusts and Estates Team of the Year (large firm) - Ogier
Contentious Trusts and Estates Team of the Year (midsize firm) - Fladgate
Digital Assets Practice of the Year - Forsters
Employer of the Year - NIKA LAW
Family Business Advisory Practice of the Year - Crysalia
Financial Advisor Team of the Year - Stonehage Fleming
International Legal Team of the Year (large firm) - Baker McKenzie
International Legal Team of the Year (midsize firm) - Boodle Hatfield
Investment Team of the Year (Sponsored by Katten) - Evelyn Partners
Multi-Family Office Team of the Year (Sponsored by Penningtons Manches Cooper) - Stonehage Fleming
Philanthropy Team of the Year - Herbert Smith Freehills
Private Client Legal Team of the Year (large firm) (Sponsored by Rathbones) - Forsters
Private Client Legal Team of the Year (midsize firm) (Sponsored by Loeb & Loeb) - Collas Cril
Rising Star Award - Elisabeth Squires, Britton and Time Solicitors
Trust Company of the Year (large firm) - JTC
Trust Company of the Year (midsize firm) - Saffery Trust
Trusted Advisor of the Year (Sponsored by Evelyn Partners) - Nicholas Jacob TEP, Forsters
Vulnerable Client Advisory Practice of the Year (Sponsored by Plianz) - Kith & Kin Law Corporation
Special Award - Lifetime Achievement Award (Sponsored by Provira) - Nicholas Le Poidevin KC TEP, New Square Chambers
Mark Walley, chief executive at STEP, said: “Many congratulations to the winners. The STEP Private Client Awards celebrate the very best of the best. It is a real achievement to be chosen as a winner.
“The judges tell us that several categories were very close, and each one received entries that should inspire everyone working in private client practice."
Forsters won awards for Digital Assets Practice of the Year and Private Client Legal Team of the Year (large firm), with Partner Nick Jacob TEP taking the Trusted Advisor award.
Other winners included:
- Elisabeth Squires of Britton and Time Solicitors, who won the Rising Star Award; and
- Nicholas Le Poidevin KC TEP of New Square Chambers, who won the Lifetime Achievement Award.
Entrants were asked to donate to STEP’s charity partner for the awards, Alzheimer’s Disease International (ADI) with the charity appeal raising £53,244 for ADI. Award sponsors were Evelyn Partners; Katten; Loeb & Loeb; Penningtons Manches Cooper, Plianz; Provira and Rathbones.
STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. It has more than 21,000 members in 96 countries.