60 Second Interviews

  • Tim Norkett

    What does your firm do?

    Crowe Clark Whitehill is a leading national audit, tax and advisory firm with five key strategic sectors, including private client.

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

    STEP has a key role in providing support to the private client area of our business, both in terms of giving practical guidance but also training and development, and the chance to gain a specialist qualification.

    What do you feel are the main challenges facing your organisation/practitioners at the moment?

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  • Guy Hudson

    What does your firm do?

    Stonehage is a leading multi-family office and trusted advisor to international ultra-high-net-worth families. Stonehage Investment Partners is the investment advisory business at the heart of the firm.

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

    STEP is a respected global network championing the management of family wealth and the professionalism of those who practice it. We are proud to be associated with such goals.   

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  • Bernard Rennell

    What does your firm do?

    HSBC Private Bank seeks to be the leading international private bank for business owners and their families. Private Wealth Solutions is an integral part of HSBC Private Bank, and provides wealth and succession planning, philanthropy and family and business governance solutions for international high-net-worth individuals and their families.

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

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  • Richard Bertin

    What does your firm do?

    Fleming Family and Partners (FF&P) Wealth Planning provides independent financial planning and wealth management advice. We offer a range of services and fee-based options to meet client needs. We recognise that all clients are different, and are happy to tailor a specific service to client circumstances.

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

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  • Juliette Johnson

    What does your firm do?

    Juliette Johnson Consultancy supports and advises family businesses across generations through education, facilitation, bespoke advice and coaching. Typical work includes succession planning, the development of solid governance and the careful preparation of a succession plan for the next generation as future owners and leaders of their family businesses.

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

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  • Kate Leppard

    What does your firm do?

    Cazenove Capital Management is the wealth management business of Schroders PLC in the UK, Channel Islands and Asia. We offer personalised discretionary and advisory investment services to a variety of clients, as well as wider wealth management services such as wealth planning, cash administration, deposit-taking and lending.

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

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  • Martin Mann

    What does your firm do?

    XXIV Old Buildings is a chancery commercial set providing specialist legal advice and advocacy services in the UK and worldwide on a range of contentious, advisory and transactional matters to the financial, commercial and professional community and to private individuals. Our expertise covers all areas of dispute resolution, litigation and arbitration.

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

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  • James Gleeson

    What does your firm do?

    Dickinson Gleeson specialises in contentious trusts and estate disputes in Jersey. We also represent clients in relation to company and funds, insolvency, and fraud actions and we offer non-contentious trust advice. Clients include wealth providers, trust companies, financial institutions and government agencies.

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

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  • John Porteous

    What does your firm do?

    Towry is an established national wealth manager employing approximately 750 people. We help around 25,000 clients to manage their wealth and make the right decisions about their financial future to achieve their lifetime goals. 

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

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  • Jessica Crane

    What does your firm do?

    London & Capital is an independently owned wealth management company established in 1986. We advise individuals and corporates looking for capital preservation strategies.

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

    So many of the professionals we work with have an affiliation with STEP due to its strong role in upholding professional standards and supporting advisors.

    What do you feel are the main challenges facing your organisation/practitioners at the moment?

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  • Richard Norridge

    What does your firm do?

    As one of the world’s leading law firms, Herbert Smith Freehills (HSF) advises many of the biggest and most ambitious organisations across all major regions of the globe. We operate from over 20 offices spanning Asia, Australia, Europe, the Middle East and the US.

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

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  • James Quarmby

    What does your firm do?

    Stephenson Harwood LLP is an international law firm, headquartered in London.

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

    STEP is an important forum for practitioners in the private wealth field. I have been a member for so long it’s difficult to imagine my professional life without it.

    What do you feel are the main challenges facing your organisation/practitioners at the moment?

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  • Sophia Watsham

    What does your firm do?

    EY provides audit, advisory, tax and transaction services and is one of the world biggest business advisory firms. We have an extensive network of private client advisors. In the UK, our Private Client team provides only tax services and immigration services to individuals but in some other jurisdictions we also provide other legal services.

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

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  • Catherine Grum

    60 second interview with Catherine Grum TEP, Head of Salamanca Group’s Private Office. - 2014

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  • Khaled Said

    What does your firm do?

    Capital Generation Partners help our clients – ultra-high-net-worth individuals and institutions – build robust investment portfolios. 

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

    Almost all of the practitioners we work with are united by an affiliation with STEP, which does a very impressive job of upholding standards and disseminating best practice globally. To us it is the essential organisation in this space.

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  • Penny Lovell

    What does your firm do?

    Close Brothers Asset Management (CBAM) provides investment management and financial advice to help our clients secure their financial future. CBAM is part of Close Brothers, a leading UK merchant bank, established in 1878.

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

    STEP maintains high professional standards while delivering an expert service to support a broad range of advisors; from trustees to lawyers and family offices. We are privileged to be part of such an association.

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  • Frank Akers-Douglas

    What does your firm do?

    Smith & Williamson is an accountancy and investment management group that has been managing the financial affairs of private clients and their business interests since our foundation over a century ago. Our focus is on wealth creation, wealth management and wealth preservation.

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

    STEP is a highly professional organisation that does excellent work in helping formulate policy. It provides our business with very useful intelligence and up-to-date information.

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  • Myles McIntosh

    What does your firm do?

    Cripps is not just a law firm, but a community of people who work closely with our clients to help them achieve their objectives by ensuring our legal advice gets them where they need to be, as easily as possible, and at a sensible cost.

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

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  • G. Warren Whitaker

    What does your firm do?

    Day Pitney LLP are a midsized firm with several offices in the Northeastern United States.  We have a general practice, but a major part of our practice is domestic and international private clients, including trust, estate and tax planning and related corporate, real estate and litigation work.

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

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  • Russell Prior

    What does your firm do?

    As part of the HSBC Group, one of the world’s largest banking and financial services organisations, HSBC Private Bank seeks to be the leading international private bank for business owners and their families. Private Wealth Solutions is an integral part of HSBC Private Bank, providing wealth and succession planning, and philanthropy, family and business governance solutions for international high net worth individuals and their families.

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

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  • Susan Glenholme

    Debenhams Ottaway offers a range of legal services, working with individuals and families to help them deal with the challenges of today and make plans for the future. We also work with medium-sized businesses, owner-managed businesses and entrepreneurs, helping them grow and develop; and referrers and other professionals, helping them cement their relationships with their clients.

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  • David Rowe

    60 second interview with David Rowe, Managing Director at UBS in London. UBS are finalists in the Philanthropy Team of the Year category of STEP Private Client Awards 2014.

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  • Vicky Wong

    60-second interview with Vicky Wong TEP, Head of Key Client Solutions at LGT Private Bank in Hong Kong, and also serves on the Bank’s Executive Board Asia.

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  • Michael Fischer

    What does your firm do?
    Froriep is a full service and fully integrated commercial law firm with a thriving private client practice.

    What is your perception of STEP and what does it mean to your business?
    STEP is the leading worldwide forum for private client practitioners.

    What do you feel are the main challenges facing your organisation/practitioners at the moment?
    An increasing suspicion vis-à-vis privacy and the degradation of the principles of legality and territoriality.

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  • Gavin McEwan

    What does your firm do?

    Turcan Connell provide legal, wealth management and tax advice, with our focus exclusively on private clients, charities, and the owners and managers of land.

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

    For us, membership with STEP as a global network of specialists, promoting excellence and education across the legal sector, is valued and valuable.

    What do you feel are the main challenges facing your organisation/practitioners at the moment?

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