60 Second Interviews

  • Willie van der Westhuizen

    Professor Willie van der Westhuizen TEP, who is speaking at the STEP South Africa Conference 2016, talks to STEP.

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  • Richard Pease TEP

    STEP's networking has been key - 60 Second Interview with Richard Pease - February 2016

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  • Penny Borny

    Breaking down barriers - Penny Borny of Vistra (Jersey) Limited explains how the Employer Scheme has complemented and enhanced their professional development programme

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  • Dan Foster

    Interview with Dan Foster, a speaker at STEP South Africa Conference

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  • Maurizio Cohen

    Maurizio Cohen TEP of Interlaw Monaco, is a member of the Italian Bar Association, the Italian Association of Chartered Accountants and the Court of Arbitration of Sport in Switzerland. For the last 30 years he has practised as a legal consultant in Monaco with expertise in private international law and in sports law. He is chair of the STEP Monaco branch and Deputy Chair of STEP Europe.

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  • Richard Frimston

    STEP Membership is absolutely vital for any private client practitioner. Everyone in our group at Russell-Cooke is very much encouraged to qualify. The training and networking opportunities are second to none.

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  • Richard Dew

    I specialise in private client work, especially contentious work, and provide advice, representation and assistance in a diverse number of cases involving wills and trusts.

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  • Catherine Grum TEP

    I see STEP as a community of advisers and professionals there to support and inform each other.

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  • Jake Hayman

    What does your firm do?

    We help new or frustrated philanthropists become experts in the fields they care about, so that they can become comfortable in taking big bets on big ideas.

    What is your perception of STEP and what does it mean to your business?

    STEP represents a rare, trusted opportunity to engage some of the world’s leading families in conversations about philanthropy and legacy.

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  • Filippo Noseda

    With 17 offices in Europe, the US, Asia and the Caribbean and staff of nearly 1,000 Withers is a full service firm dedicated to families and their closely-held businesses

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  • David Lambotte

    What does your firm do?

    In Elian's Private Wealth division we provide independent and professional fiduciary services to clients around the world, most often as the trustee of their Jersey or Cayman trust structures.  We're probably best known for our technical skills and service excellence to ultra-high-net-worth families. 

    What is your perception of STEP and what does it mean to your business?

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  • Goh Seow Chee

    What do you do?

    I am Managing Director and Head of the Wealth Advisory South East Asia at J.P.Morgan Private Bank.

    You are organising the STEP Asia Conference 2015 in November. What are the main themes of the conference and some key areas that are topical in the Asia region?

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  • Steve Carr

    What does your firm do?

    Hawksford is a corporate, private client and funds company, offering a comprehensive range of services and solutions to and for trusts, companies, foundations, partnerships, family offices and investment funds. Hawksford continues to diversify its services as the marketplace evolves, and its private client business is integral to the company’s structure.

    What is your perception of STEP and what does it mean to your business?

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  • Bob Moore

    Butterfield Trust won the 2015/16 STEP Private Client Award for Trust Company of the Year.

    What is your role within your firm?

    I’m Executive Vice President and Head of Group Trust with responsibility for our six separately incorporated trust companies in Bermuda, The Bahamas, Cayman Islands, Guernsey, Switzerland and New Zealand.

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  • Steven L. Cantor

    STEP members can watch Steven’s webcast entitled 'International families with US members: what do we do now?’ by clicking here 

    What does your firm do? 

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  • Katherine Bullock

    EY won the 2015/16 STEP Private Client Award for Accountancy Team of the Year. Watch the team collect their award.

    What is your role within your firm?

    I am the Deputy Leader for Private Client Services in Europe, the Middle East, India and Africa (EMEIA).

    How did it feel to win a STEP Private Client Award?

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  • Ewan Pitcairn

    Close Brothers Asset Management won the 2015/16 STEP Private Client Award for Financial Advisor Team of the Year (they also won this Award in 2014/15)

    What is your role within your firm?

    Head of Adviser Services.

    How did it feel to win a STEP Private Client Award?

    We are thrilled and very proud to have won this highly prestigious award for the second year running.

    Why is winning a STEP PCA important to your firm?

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  • Keith Plowman

    Ten Old Square won the 2015/16 STEP Private Client Award for Chambers of the Year (they also won this Award in 2013/14).

    What is your role within your firm?

    I am the Senior Clerk.

    How did it feel to win a STEP Private Client Award?

    It’s both humbling and exciting, especially as it’s the second time we’ve won this award. It’s nice to be recognised, especially by the profession’s elite.

    Why is winning a STEP PCA important to your firm?

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  • Lindsay Bryce

    Lindsay Bryce is the top-scoring student for the Wills and Executries: Law and Practice module of the STEP Diploma in Trusts and Estates for 2014/15.

    What do you do?

    I am a Senior Solicitor in the Private Client department of Thorntons, dealing with all aspects of private client work including wills, powers of attorney, executry administration, trust administration and tax planning.

    How do you feel about scoring the highest mark for your course for 2014/15?

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  • Kelvin Ling

    Kelvin is the top-scoring student for the STEP Advanced Certificate in Family Business Advising for 2014/15.     

    What do you do?

    I head the private bank’s Financial Intermediaries unit, which serves the independent asset managers and multi-family office segment.

    How do you feel about scoring the highest mark for your course for 2014/15?

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  • Stephen Sampson

    Stephen Sampson TEP is the top-scoring student for the STEP Advanced Certificate in Will Preparation for 2014/15. 

    What do you do?

    I am an Assistant Solicitor, specialising in Wills and Probate, at Rita Sen Solicitors.

    How do you feel about scoring the highest mark for your course for 2014/15?

    Pleased but surprised. There were some very good students on my course and I suspect I was just a little bit luckier in the exams.

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  • Nicola Sunderland

    Nicola Sunderland TEP is the top-scoring student for the STEP Advanced Certificate in Trust Disputes for 2014/15. 

    What do you do?

    I am a member of the Private Client team at Barker Gotelee Solicitors where I provide estate planning and tax advice to a variety of individual clients, including farmers and business owners.

    How do you feel about scoring the highest mark for the Advanced Certificate in Trust Disputes for 2014/15?

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  • Paul Hodgson

    What does your firm do?

    Butterfield Trust is an independently minded multi-jurisdictional fiduciary and administration specialist backed by the Butterfield Group. We offer a range of fiduciary services for both private and institutional clients from offices in Bermuda, The Bahamas, Cayman Islands, Guernsey, and Switzerland and our managed trust company in New Zealand.

    What is your perception of STEP and what does it mean to your business?

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  • Elaine Gray

    What does your firm do?

    Carey Olsen is a full service law firm operating in Guernsey, Jersey, London, the Cayman Islands, the British Virgin Islands and Cape Town.

    What is your perception of STEP and what does it mean to your business?

    STEP is a key organisation for our business. Our work involves assisting clients with wealth management structures and estate planning and we also help when things have gone wrong. STEP provides an invaluable resource for information and training in these areas.

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  • Luz Alfonso

    What does your firm do?

    Lewin & Wills has  almost four decades of experience serving both new and ongoing business operations in Colombia, structuring major projects and privatizations, handling reorganizations andmergers.

    What is your perception of STEP and what does it mean to your business?

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