The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm offer advice on financial planning matters and recommend suitable financial products to private clients, trusts and charities don’t miss this opportunity to position your firm as a market leader and showcase your team’s achievements over the past year.
Previous winners include Holden & Partners, AB Bernstein Private Wealth and Matrix Capital Chartered Financial Planners.
Why enter?
- Showcase your firm’s excellence and innovation to your peer group and clients
- Affiliate yourself with the leading Awards in the private client industry
- Winners will receive editorial coverage in STEP’s flagship publication the STEP Journal, distributed to over 22,000 wealth management professionals worldwide
- Display your success with finalist and winner Private Client Award logos that can be added to your firm’s promotional material
- See your achievements recognised in front of a global audience at the Awards Ceremony in London on 21 September 2023
The Awards are open to both STEP members and non-members worldwide with 18 categories available to enter. All entries are rigorously judged by an independent panel of experts comprising of internationally renowned practitioners in the wealth management arena.
