STEP announces Private Client Awards Finalists for 2020/21

Monday, 24 August 2020

STEP has announced the shortlist for the 2020/21 Private Client Awards, with 77 firms and 14 individuals from across the private client industry selected by an expert panel of judges.

Despite the challenges faced internationally as a result of the COVID-19 pandemic, this year saw a record number of entries for the Awards, with 319 submissions received from 27 countries.

Now in their 15th year, the Awards celebrate excellence in private client practice and are widely seen as a hallmark of quality in the industry. Categories were open to law firms, accountancy firms, trust companies, financial advisors, multi-family offices and boutique advisory services internationally. Several firms made the shortlist in more than one category, with law firms Withers and Forsters each selected in four.

STEP’s Chief Executive Mark Walley said:

‘These are not normal times. Many have suffered loss of loved ones. We are all navigating our way through a pandemic and the social impacts that it is having. However, there remains remarkably high quality in what our industry does and we feel that now, more than ever, that should be celebrated. We are delighted to have received a record number of entries, demonstrating the high esteem in which the Awards are held across the industry. It is great to have this opportunity to highlight excellence in private client practice and I am looking forward to celebrating the winners at our first-ever virtual ceremony in December.’

Chair of the Presiding Judges Mary Duke TEP said:

‘It’s been a very busy time for the judges, with this record number of submissions to assess. For the last few years there has been a trend for the awards to get ever more international, and I’m very happy to see this continuing. Many of us have been struck by the quality of the applications we’ve seen, and it’s been a challenge to reach a shortlist. I’d note that with standards so high, it’s an achievement in itself to make the shortlist, so well done to all the finalists.’

The Virtual Awards Ceremony will take place on 9 December 2020. Our sponsors to date include AP Executive, Butterfield Trust, Katten Muchin Rosenman, and Smith & Williamson Investment Management.

Further Information

Website: pca.step.org Twitter: #STEPPCA.

Categories:

  • Accountancy Team of the Year.
  • Advocate of the Year.
  • Boutique Firm of the Year.
  • Boutique Law Firm of the Year.
  • Contentious Trusts and Estates Team of the Year.
  • Family Business Advisory Practice of the Year.
  • Financial Advisor Team of the Year.
  • International Legal Team of the Year.
  • Investment Team of the Year.
  • Multi-Family Office Team of the Year.
  • Philanthropy Team of the Year.
  • Private Client Legal Team of the Year.
  • Trust Company of the Year.
  • Vulnerable Client Advisory Practice of the Year.
  • Young Practitioner of the Year.
  • People’s Choice – Trusted Advisor of the Year.
  • The Geoffrey Shindler Award for Outstanding Contribution to the Profession.
  • Lifetime Achievement Award.

Virtual Awards Ceremony

Date: Wednesday 9 December 2020.

Contacts

Press
Joanna Pegum on +44 (0)20 3752 3771 | Email: joanna.pegum@step.org.

Awards
Secretary Lysette Matthews – Tel: +44 (0)20 3752 3713 | Email: pca@step.org.

Sponsorship opportunities
Tom Fountain – Tel: +44 (0)20 3771 7250 | Email: tom.fountain@thinkpublishing.

Marketing
Kelly Farrell – Tel: +44 (0)20 3752 3705 | Email: kelly.farrell@step.org.

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For further information please contact Joanna Pegum – Tel: +44 (0)20 3752 3771 Email: joanna.pegum@step.org.

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning.

STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

Find out more at www.step.org.