pca16 winners supplement 5 - steppca.org · advisors at national bank financial wealth management...

The Winners!

The Awards Night

Now in their 11th year, the STEP

Private Client Awards highlight

excellence among private client

practitioners and firms around the

world. Open to both STEP members

and non-members, the Awards are

considered the most prestigious within

the private client industry.

The Awards Night on 8 September

2016 in London, UK was an incredible

evening celebrating the success and

recognising the achievements of some

of the leading lights in the industry,

and an impressive number of entrants

- more than 200 from 19 jurisdictions -

meant competition was stiff.

“The level of detail that has gone into the process by the judges and expert panel sets these awards apart from others.”

Cormac Brennan TEP, O’Connell Brennan

Solicitors, Winner of the STEP 2016/17

Boutique Firm of the Year

“These are the ‘Oscars’ of the fiduciary world and to be shortlisted is an accolade in itself.”

Lisa Vizia TEP, Saffery

Champness Registered

Fiduciaries , Finalist, STEP

2016/17 Trust Company

of the Year

“The STEP Private Client Awards is a must attend event for all of those involved in the industry.”

Gary Heynes, Head of Private Client, RSM UK

Over 650 professionals attended the

event - considered to be one of the

top networking events in the private

client calendar - which was hosted by

comedian Henning Wehn, a TV and

Radio regular who appears on 8 out of

10 Cats and Have I Got News For You.

Proceedings began with a champagne

reception followed by a three-course-

dinner, then the Awards themselves.

Celebrations continued into the night

at the After Party , which featured a

charity casino where some fantastic

prizes were on offer.

Thank you to everyone who entered

and attended this year’s Awards; your

contributions raised over GBP84,000

for STEP’s charity partner, the

International Senior Lawyers Project.

Next year’s Private Client Awards will

be held on the 6 September 2017 at

the Park Plaza Westminster Bridge

Hotel, London, UK.

Watch the video from the night!

Visit www.steppca.org to view highlights from the evening!

Thank you to all our judges for 2016/17

Our judges comprise a powerful mix of experts and

senior industry practitioners from around the world.

The Presiding Judges consider entries objectively and

draw up a shortlist of entrants in each category using

the key criteria outlined for each award, which are

designed to test the highest standard of achievement

by the entrants.

The submissions from the shortlist are then

considered by our Panel of Experts; a group of

practitioners who are drawn from a wide range of

professional backgrounds and jurisdictions. Their

recommendations are then returned to the Presiding

Judges who meet to make their final decisions and

choose the winners.

These collective judgments draw on the Judges’

combined experience and knowledge of the industry

and the aim is to ensure that the judging process for

the STEP Private Client Awards is as impartial

as possible.

We would like to thank all the 2016/17 Judges and

Panel of Experts for their time and expertise in

ensuring a rigorous and robust judging process.

Chairman of the Presiding JudgesPaul Stibbard TEP Rothschild Trust, UKDyke Arboneaux TEPBryan Cave, UKJohn Barnett TEPBurges Salmon, UKAngela CalnanCollas Crill, Channel IslandsNancy CurtinClose Brothers Asset Management, UKThomas Dumont TEPRadcliffe Chambers, UKSally Edwards TEPOgier, Channel IslandsSeow Chee Goh TEPJ.P. Morgan Private Bank, SingaporePaul Hodgson TEPButterfield Trust, Channel IslandsLeanne D.Kaufman LL.B., LL.M., TEPRBC Wealth Management, CanadaDavid Kilshaw TEPEY, UKCarol McBride TEPHugh Jones Solicitors, UKKen McCrackenKPMG, UKJoe McLoughlinGAM, UKMark McMullenStonehage Fleming, SwitzerlandPatricia Garcia MedieroAvantia Asesoramiento Fiscal y Legal, SpainRichard Pease TEPConsultant, SwitzerlandNathan PottonGrant Thornton, UKMichelle L. Wolfe C.A.Meritus Trust Company, BermudaSpecial Advisor - InvestmentJames Painter Enhance Group Limited, UK

The Judging Process STEP Private Client Awards 2017/18

Entries open: 1 February 2017

Entries close: 28 April 2017

Why enter the Awards?

• Showcase your firm’s excellence and innovation and be

recognised as a leading light in your field

• Recognise and celebrate your team’s hard work and

achievements

• Represent your jurisdiction by highlighting industry-

leading standards of excellence

• Display your success with winner and finalist Private Client

Award logos that can be added to your firm’s promotional

material

• Affiliate yourself with the leading Awards in the private

client industry

• Network with over 650 leading private client practitioners

at the prestigious black-tie Awards Night in London on 6

September 2017. It promises to be an exceptional event!

Make sure you are in the running. Don’t miss out on the chance to receive industry-wide recognition for your firm!

“The PCA showcases the very best of our industry and the awards are highly coveted by those working in the private client arena.”

Patricia Wass, Foot Anstey LLP,

Finalist, STEP 2016/17 Vulnerable

Client Advisory Team of the Year

“It’s the most important award that we could possibly win in the year.”

Paula Steele, John Lamb, Winner

of the STEP 2016/17 Financial

Advisor Team of the Year

Awards Secretary Kerri Roffey, STEP

Kerri is the Private Client Awards Secretary and Head of Events at STEP. She joined in 2005 and has over ten years’ experience of the events business, managing a broad portfolio of events ranging from meetings and drinks receptions to international award ceremonies and conferences.

Showcase your excellence to your peer group and clients and enter the 2017/18 STEP Private Client Awards!

Details of the entry process and categories for next year’s awards will be available soon at www.steppca.org

Tanzania Law School Training Programme

STEP Private Client Awards Charity 2016/17

A message from the International

Senior Lawyers Project (ISLP):

“We have reached the third and

final year as the Charity Partner

for the STEP Private Client

Awards, and we would like to

thank all those who donated

for their wonderful support.

We have been overwhelmed by

your generosity; not only in the

financial sense, but also in the

expertise you have shared with

us during this period.”

Each year, the STEP Private Client Awards supports a

charitable organisation. Instead of charging an entry fee

for submissions, we ask entrants to make a donation to

our chosen charity. In addition, all proceeds from our

Charity Casino at the Awards Night are donated to this

cause. For the past three years we have been pleased

to support the work of the International Senior Lawyers

Project and have raised over £250,000, transforming

the work this organisation have been able to do;

delivering pro bono legal assistance to benefit vulnerable

communities and developing countries to navigate

complex legal issues and ensure a fairer society for all.

Congratulations to the winners of the 2016/17 STEP Private Client Awards

Winning a STEP Private Client Award has proved to be a clear mark of excellence as entries go through a rigorous, practitioner-led judging process to select the best in the industry. Congratulations to the following 2016/17 winners...

Winners Winners


Accountancy Team of the YearKindly sponsored by Towry

Finalists:

• BDO

• Ernst & Young

• KPMG

• PwC

• Sagars

Boutique Firm of the YearKindly sponsored by Maitland

Finalists:

• Argyle Lawyers

• Cadell + Co

• Dickinson Gleeson

• McKie & Co (Advisory Services)

• O’Connell Brennan Solicitors

Winner

KPMG

Winner

O’ Connell Brennan Solicitors

Judges’ notes:

The judges commented that in a very strong set of fi nalists,

KPMG stands out from the competition due to its innovative,

proactive and genuinely international approach – an approach

that is spearheading the way in which private client services

provided by accounting fi rms will evolve going forward.

Judges’ notes:

The judges were impressed by O’Connell Brennan Solicitors’

ability to provide an all-round service offering on core

matters affecting private clients while preserving the essence

of a boutique fi rm: the personal and direct involvement

of senior advisors in client affairs. The fact that would-be

competitors are engaging their services highlights just how

well-considered and well-positioned they are.

Winners Winners


Chambers of the YearKindly sponsored by The Bermuda Business

Development Agency (BDA)

Finalists:

• New Square Chambers

• Old Square Tax Chambers

• Radcliffe Chambers

• Ten Old Square

• Wilberforce Chambers

Contentious Trusts and Estates Team of the YearFinalists:

• Anthony Gold

• Charles Russell Speechlys

• Herbert Smith Freehills

• Mishcon de Reya

• Withersworldwide

Winner

Radcliffe Chambers

Winner

Withersworldwide

Judges’ notes:

The judges felt Radcliffe Chambers had demonstrated an

impressive record over the last 12 months with important

and ground-breaking work. They have clients’ needs at

the forefront of what they do and their engagement in staff

progression is admirable.

Judges’ notes:

The judges commented that Withersworldwide’s entry was

outstanding in all areas of the required criteria. Their list of

notable cases is impressive, their approach to attracting new

clients demonstrates clear focus and strategy, and the fi rm

demonstrates a collective focus on continued professional

development, not only for their own staff but for the industry as

a whole.

In association with

Winners Winners


Family Business Advisory Team of the YearKindly sponsored by Close Brothers Asset Management

Finalists:

• AH Loder Advisers

• BanyanGlobal Family

Business Advisors

• Deloitte

• Oxford Place

• PwC

Financial Advisor Team of the YearFinalists:

• Christianson Wealth

Advisors at National Bank

Financial Wealth Management

• Close Brothers Asset

Management

• Gracechurch Wealth

Management

• John Lamb

• Peritus Investment ConsultancyWinner

PwC Winner

John Lamb

Judges’ notes:

The judges felt that PwC demonstrated outstanding expertise

and international reach in the fi eld of family business

consultancy. Their Global Family Business Survey and Next

Generation programme are evidence of their thorough and

well-conceived approach to the complex relationship that family

businesses present.

Judges’ notes:

The judges found John Lamb’s back-to-basics, artisan-like

approach refreshing and particularly suitable to private clients,

where each client’s personal circumstances are truly unique.

Their client-centric ethos enables them to challenge pre-

conceived ideas and come up with truly bespoke solutions.

In association with

Winners Winners


International Legal Team of the YearFinalists:


• Harneys

• Katten Muchin Rosenman

• Macfarlanes


Investment Team of the YearKindly sponsored by Katten Muchin Rosenman

Finalists:

• C.Hoare & Co.

• Close Brothers Asset

Management

• GAM

• Kleinwort Benson

• Waverton Investment

ManagementWinner

Macfarlanes Winner

Kleinwort Benson

Judges’ notes:

The judges felt Macfarlanes’ success in winning new business

over the past 12 months – 80% of which had either a partly or

wholly international element – is particularly impressive and the

strength of the team is outstanding, with eight partners ranked

as leading individuals in the global edition of Chambers and

Partners.

Judges’ notes:

According to the judges, Kleinwort Benson’s high performance

levels, consistently strong communication skills, excellent client

and professional retention and high client-satisfaction rates

made them the strongest contender for this award.

International Client

In association with

Winners Winners


Multi-Family Offi ce Team of the YearKindly sponsored by Butterfi eld Trust

Finalists:

• Boston Multi Family Offi ce

• LJ Partnership

• Sandaire Investment Offi ce

• Smith & Williamson

• Stonehage Fleming

Philanthropy Team of the YearKindly sponsored by Harneys

Finalists:

• J.P. Morgan

• Maurice Turnor Gardner

• Strategic Philanthropy

• Ten Years’ Time

• Turcan Connell

Winner

Stonehage Fleming

Winner

Maurice Turnor Gardner

Judges’ notes:

The judges were impressed with Stonehage Fleming’s approach

to family governance, which they described as “top tier”, and

also commented on the “exceptional” breadth of the winner’s

offering, performance and expertise.

Judges’ notes:

The judges considered Maurice Turnor Gardner’s entry to be

outstanding, citing their commitment to education, their links

with other institutions and the degree to which team members

involve themselves personally in philanthropic and charitable

activities as evidence that they practice what they preach when

it comes to philanthropy advice.

In association with In association with

Winners Winners


Private Client Legal Team of the Year (large fi rm)Kindly sponsored by VIRTUS TRUST

Finalists:

• Appleby


• Farrer & Co

• Katten Muchin Rosenman

• Stephenson Harwood

Private Client Legal Team of the Year (midsize fi rm)Finalists:

• Bates Wells Braithwaite

• Bircham Dyson Bell

• Boodle Hatfi eld

• Bull, Housser & Tupper

• Payne Hicks Beach

Winner

Farrer & Co

Winner

Bull, Housser & Tupper

Judges’ notes:

The judges felt that Farrer & Co’s partner-led offering and

commitment to education and technical excellence set them

apart. Their expertise in trust matters is widely recognised and

while there are a number of outstanding individuals in the fi rm,

the overall impression is that of a super-competent team.

Judges’ notes:

Bull, Housser & Tupper stood out to the judges for their ability

to service complex and demanding client issues, their strong

international ranking, their long-standing multi-generational

client relationships and their sector specialisation. They are a

prime example of the way ahead for small to mid-size private

client fi rms.

Winners Winners


Trust Company of the YearKindly sponsored by Smith & Williamson Investment

Management

Finalists:

• Bedell Trust

• First Names Group

• Perspecta Trust

• Saffery Champness Registered

Fiduciaries

• SANNE

Vulnerable Client Advisory Team of the YearFinalists:

• Anthony Collins Solicitors

• Bennett Griffi n

• Mental Capacity Team,

Foot Anstey

• Hugh Jones Solicitors


Winner

Bedell Trust

Winner

Anthony Collins Solicitors

Judges’ notes:

The judges were impressed by Bedell Trust’s clear focus on

engagement in the sector, stellar reputation and unrivalled

commitment to clients. The message that comes across loud and

clear is that their clients are at the core of everything they do.

Judges’ notes:

The judges felt Anthony Collins Solicitors stood out for the

depth and breadth of expertise within the area of specialisation

and showed a real sensitivity towards multi-cultural, multi-faith

matters. It was clear that this team work incredibly hard to get

the best outcome for their vulnerable clients and are unwavering

in their approach.

In association with

Winners Winners


Young Practitioner of the YearKindly sponsored by Capital Generation Partners

Finalists:

• Hannah Bisson TEP – Butterfi eld Trust (Guernsey)

• James I. Dougherty – Withers Bergman

• Justin Hoffman TEP, CPA, CA, CPA (Illinois), CFP,

BComm - Davis Martindale

• Freddie Lower – C. Hoare & Co.

• Claire Weeks – Maurice Turnor Gardner

Winner

Claire Weeks, Maurice Turnor Gardner

Judges’ notes:

Claire Weeks (née Roberts) practices at a level far beyond her

years. In an extremely strong fi eld of candidates, the judges

felt she stood out for the depth of her technical expertise, her

impeccable manner with clients, and her impressive academic

achievements.

People’s Choice Award – Trusted Advisor of the YearKindly sponsored by Crestbridge

Voted for by STEP members

Finalists:

• Stewart Dixon, HSBC Private Bank (Suisse)

• Richard Frimston TEP, Russell-Cooke Solicitors

• Nick Jacob TEP, Gowling WLG

• Clare Maurice TEP, Maurice Turnor Gardner

• Joshua S. Rubenstein TEP, Katten Muchin Rosenman

Winner

Richard Frimston TEP, Russell-Cooke Solicitors

Richard Frimston TEP is a hugely

well-known fi gure in the STEP

world, and has been recognised in

previous years at these Awards for

his contribution to the profession.

This award, however, focuses on his

role as a Trusted Advisor and in this

he excels: Legal 500 refers to him as

“a highly experienced and impressive advisor” whilst Who’s Who

Legal Private Client states that he is “in a league of his own”. On

style and approach, Chambers notes he is “very personable” and

he “treats matters with an excellent lightness of touch”. On the

technical side, commentators say Richard is “a leading light in

confl ict of law issues” who “has forgotten more about European

succession issues than anyone in London has ever known”.

Winners Winners


Lifetime Achievement Awards

Winner

Denzil Lush, Former Senior Judge of the Court of Protection (England and Wales)

Denzil Lush became the Senior

Judge of the Court of Protection

when the Mental Capacity

Act 2005 came into force on 1

October 2007. He is the author of

a number of key texts on mental

capacity and elder care, has

contributed chapters to various medical and legal reference

books and has lectured and written widely over many years

on related issues. The legacy of his fi ne, carefully crafted

Judgments in the Court of Protection that he leaves us with

on his retirement this year will be read by generations of

lawyers, and his name will go down in legal history as one of

the truly great Judges of his time in this important and fast-

developing area of law.

Judges’ Discretionary Award for Outstanding Written Communication

Winner

Bennett Griffi n

Judges’ notes:

Bennett Griffi n describes themselves as a “small high street

fi rm”, and the Judges were impressed by the freshness of the

entry. The author’s passion and commitment shone from the

page and provided a real insight into how it would feel to be a

client of the fi rm. The energy of the entry, clearly written by a

client handler, made it a stand-out submission that the Judges

felt deserved special recognition.


Lifetime Achievement Award

Winner

Dr Donovan W.M. Waters QC, Horne Coupar, Victoria, Canada

Dr Donovan W.M. Waters

QC is a leading international

expert in trust law. He was

a Canadian delegate to the

Hague Conference on Private

International Law in the 1980s

for the Trusts Convention, and

was also rapporteur for the

Succession Law Convention. He has worked tirelessly in

Canada to modernize trust law, working with the Ontario

Law Reform Commission, the BC Law Institute Project to

Modernize the Trustee Act, and the Uniform Law Conference

of Canada Uniform Trustee Act project, and he continues

to support jurisdictions considering implementation of the

uniform act.

His text is the “go to” book for Canadian trust law, and a large

percentage of trust law cases decided in Canada will quote

from this text. He continues to speak at events in Canada and

around the world and is sought out for advice around the

world for his breadth of knowledge in the sector.

Winners

With thanks to this year’s sponsors:

If you are interested in sponsorship opportunities at the 2017/18 Awards please contact:

Tom Fountain at Think Publishing

44(0)20 3771 7250

[email protected]

Diary dateSTEP Private Client Awards 2017/18

6 September 2017

Park Plaza Westminster Bridge London, UK

www.steppca.org

@STEPSociety

#STEPPCA

pca16 winners supplement 5 - steppca.org · advisors at national bank financial wealth management...

Documents