60 Second Interviews

  • Dr Jean-Philippe Chetcuti

    What does your firm do?

    Chetcuti Cauchi’s practice spans a wide range of legal, tax and fiduciary services. The firm is well positioned to service clients ranging from high-net-worth individuals and families, owner-managed companies to larger corporations. 

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

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  • Priscilla Mifsud-Parker

    What does your firm do?

    Chetcuti Cauchi is a professional services group providing legal, tax, fiduciary and accounting services to businesses and private clients worldwide. Chetcuti Cauchi operates out of offices in Malta's capital city, Valletta.

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

  • Priscilla Mifsud-Parker

    What does your firm do?

    Chetcuti Cauchi Advocates is a professional services group providing legal, tax, fiduciary and corporate services to businesses and private clients worldwide. With roots in Malta’s emergence as a prominent offshore financial centre, Chetcuti Cauchi has established a solid name in the legal and financial services industry in Malta as it has developed into a respectable onshore European centre. Chetcuti Cauchi enjoys a highly international profile and operates out of offices in Malta's capital city, Valletta.

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  • Michael Honiball

    Professor Michael Honiball TEP is a Partner in the Tax Department of African legal firm Webber Wentzel, based in Johannesburg. Michael was the Chairman of the Cape Town Branch of STEP from 2009 to 2013 and continues to be a member of its Executive Committee

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  • Jessica Park

    What does your firm do?

    Will writing and estate planning for those based in Hong Kong and regionally.   

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

    STEP has been invaluable in better understanding many of the legal issues relating to wills – and I don’t mean just the required formalities of a will, but also in better understanding trust law and the ownership of assets – to ensure they are properly tackled within a will.

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

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  • Philip Le Cornu

    What is your perception of STEP?

    STEP does a great job as a well-respected professional association that is highly regarded and valued within the industry.

    What does it mean to your organisation?

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  • Maya Prabhu

    What is your perception of STEP?

    STEP is the leading global organisation for private client advisors from multiple disciplines to learn, share experiences and simply connect.

    What does it mean to your organisation?

    STEP is a valuable source of knowledge and an important platform for us to contribute our expertise to the field too. It provides important networking opportunities with peers around the world.

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

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  • Adam Wethered

    What is your perception of STEP?  

    A professional body of the highest quality – I am a former Barrister, so I revere trustees and lawyers.

    Your firm won the Private Investment Office of the Year award at the 2013 STEP Private Client Awards. Why did you enter?

    Because we know the selection process is fair and rigorous.

    How do you feel about winning a STEP PCA?

    We are delighted and it certainly helps in circles we care about.

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

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  • Amber Melville-Brown

    What does your firm do?

    Withers is an international law firm with ten offices spread across the globe, providing holistic advice to successful people, their families, business and philanthropic interests.

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

    STEP provides me and my colleagues with a wealth of up-to-the-minute information on the private client world, as well as a forum through which I can share my experience with, and benefit from the experience of, other practitioners around the world.

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  • Eason Rajah

    Why did you join STEP?

    A friend suggested it. Back then it was a small organisation just starting to make its way.

    How does being part of a branch add value to your membership?

    I get to know the people who practice in my field of work (and to hear all the gossip).

    Private client practitioners comprise a broad spectrum. What do you feel are the main challenges facing your organisation/practitioners at the moment?

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  • Mary K Duke

    Why did you join STEP?

    I joined STEP in 2004 in conjunction with my appointment as head of wealth advisory services at HSBC Private Bank which involved oversight of the bank’s US trust company and wealth planning advisors. I value STEP as a source of rigorous fiduciary training, as an advocate with regulators and a thought leader at the forward edge of developments in fiduciary law.  As I became increasingly involved with offshore trusts and international clients, the importance of STEP to my professional development grew.

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  • Phillip Kite

    How does being part of a branch add value to your membership?

    I think it is a very valuable thing to tell clients that you have a certain amount of experience in the trusts area.  It is also good to meet other professionals for training and discussions on trusts topics   

    Private client practitioners comprise a broad spectrum. What do you think links practitioners/STEP members around the world?

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  • Goh Seow Chee

    How does being part of a branch add value to your membership?
    I believe the added value is from branch activities such as the monthly lunch talks on topical and regional issues. STEP is a hallmark for being progressive in thoughts around estate-planning matters.

    What do you think links practitioners/STEP members around the world? 
    I think the linkage is our common aspiration to understand our clients’ needs and to serve objectively.

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  • Mark Summers

    Why did you join STEP?

    First and foremost, it is an industry standard of quality to be a member and it is a useful ‘international passport’ for the international private client practitioner.  The potential network of practitioners is also a big draw.

    How does being part of a branch add value to your membership?

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  • Simone Nadelhofer

    What does your firm do?

    LALIVE is an international full-service law firm, with offices in the two key banking and financial centres of Switzerland, Geneva and Zurich, as well as in Doha. LALIVE operates on a worldwide basis, in relation to domestic and cross-border matters. The firm comprises lawyers from Switzerland and more than other 15 countries who together speak a dozen languages and whose legal expertise covers several other key jurisdictions.

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

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  • Dawn Goodman

    What is your perception of STEP?

    STEP is a fantastically user-friendly organisation which, while very fast growing is well organised and has done an immense amount to improve knowledge within the trust industry.

    What does it mean to your organisation?

    A great deal – we have over 70 members!

    You were a winner at the STEP Private Client Awards this year. Why did you enter?

    Because it is prestigious to win – an Award is worth having.
    How important was winning this award for you?

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  • Judith Ingham

    Why did you join STEP?

    Because it is a major player in the estate and wealth planning world and provides a unique forum for exchange with others involved in this area.

    How does being part of a branch add value to your membership?

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  • Philip Marcovici

    60-second interview with Philip Marcovici TEP. He has worked for Baker & McKenzie for close to 30 years, in Zurich and Hong Kong, and is one of the founders of their international wealth management practice.

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  • Marnin Michaels

    Why did you join STEP?

    I joined STEP because it keeps me up to date with the latest developments from an industry perspective as well as on the legal side of things.

    How does being part of a branch add value to your membership?

    Honestly, my involvement has mostly been outside of my branch.

    Private client practitioners comprise a broad spectrum. What do you think links practitioners/STEP members around the world?

    A desire for excellence in the provision and execution of private client advice.

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  • Michael Sherry

    Michael Sherry TEP is Tax Counsel and Head of Temple Tax Chambers, London. He is speaking at STEP’s 2013 Annual Tax Conference series, taking place in Newcastle on 3 October, Bristol on 16 October, and London on 25 October.

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  • Andrew Kidd

    What is your perception of STEP?

    STEP is well-organised and a useful resource and representative body. 

    What does it mean to your organisation?

    An excellent way of networking, as it is comprises a number of professions, and of attaining CPD. The City of London branch has an exceptional programme of speakers.  

    Your firm is a nominee at the STEP Private Client Awards this year. Why did you enter?

    I was grateful to be nominated by professional associates.

    How important is winning a STEP PCA to your firm?

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  • John Dunne

    What does your firm do?

    Registered Accountants and Auditors.

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

    STEP is an invaluable business and professional forum for communicating with like-minded organisations and individuals.

    Private client practitioners comprise a broad spectrum. What do you think links practitioners around the world?

    Recognition of common values and threats, and an understanding of the need to address them.

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  • John Barnett

    Why did you join STEP?

    I just missed out on automatic membership in the early 90s and, having just taken the ATII exams, didn't fancy doing any more exams. Fortunately the Bristol Branch recommended me for the long-service route a few years' ago.

    How does being part of a branch add value to your membership?

    Although I don't make as many branch events as I would like, it's a communal bond when speaking to other professionals in Bristol.                                  

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  • Ruth Cornett

    Why did you join STEP?

    I felt that STEP was the natural progression in developing my skills and knowledge; the STEP qualification is essential for a private client advisor.

    How does being part of a branch add value to your membership?

    It is always useful to hear what is topical for other practitioners.          

    Private client practitioners comprise a broad spectrum. What do you think links practitioners/STEP members around the world?

    Depth of knowledge and commitment to excellence.

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  • Julian Washington

    When did you become a STEP member?

    I joined STEP in December 1995

    Why did you join?

    When I was a young assistant solicitor, STEP membership was already becoming de rigueur for private client lawyers in London.

    What does being a STEP member mean to you/your organisation?

    Now that I am no longer in private practice, the STEP Journal and email bulletins are a particularly good way to keep up-to-date and make for interesting reading.

    What's been the best STEP event you've attended and why?

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