STEP announces Private Client Awards Finalists for 2019/20

Monday, 17 June, 2019

STEP is pleased to announce the shortlist for the 2019/20 Private Client Awards.

We had a record number of entries for the Awards this year, with over 300 submissions received from 21 countries. Our expert panel of judges selected 66 firms and 12 individuals from 12 countries.

Several firms made the shortlist in more than one category: Withers appears five times; Baker McKenzie, four; and Forsters, Herbert Smith Freehills (HSF), and Macfarlanes, three each.

STEP’s Chief Executive Mark Walley said:

‘The entries we received this year have been remarkable not just for their quantity, but also the high standards shown. With so many impressive names and companies on the shortlist, the Awards evening in September looks set to be a fantastic occasion. The Awards’ great strength is the breadth of their approach, with categories open to lawyers, accountants, private bankers, financial advisors and trust managers. We’re expecting over 650 guests and I’m greatly looking forward to it’.

Chair of the Presiding Judges John Barnett TEP, of Burges Salmon said:

‘We had our work cut out this year, with so many quality entrants to choose between. This year we had some well-drafted submissions, with an increasing number providing the evidence required to be serious contenders. While not everyone can be a winner, it’s an achievement in itself to make the shortlist. It’s notable that we have finalists from a number of countries, showing that the Awards are getting ever more international.’

Launched in 2006, the Private Client Awards are widely seen as a hallmark of quality in the private client industry. The winners will be announced at the Awards Ceremony, which will take place on 25 September 2019 at the Park Plaza Westminster Bridge Hotel in London. Our sponsors to date include Aberdeen Standard Capital, AP Executive, Butterfield Trust, Capital Generation Partners, Equiom, IQ-EQ, Katten Muchin Rosenman, Rathbone Investment Management, Seven Investment Management, Smith and Williamson Investment Management and Tilney.

Further Information

Website: Twitter: #STEPPCA


  • Accountancy Team of the Year
  • Advocate of the Year
  • Boutique Firm of the Year
  • Charity Team of the Year
  • Contentious Trusts and Estates Team of the Year
  • Family Business Advisory Practice of the Year
  • Financial Advisor Team of the Year
  • International Legal Team of the Year
  • Investment Team of the Year
  • Multi-Family Office Team of the Year
  • Private Client Legal Team of the Year
  • Trust Company of the Year
  • Vulnerable Client Advisory Practice of the Year
  • Young Practitioner of the Year
  • People's Choice – Trusted Advisor of the Year
  • The Geoffrey Shindler Award for Outstanding Contribution to the Profession
  • Lifetime Achievement Award

Awards Ceremony

Date: Wednesday 25 September 2019

Venue: Park Plaza Westminster Bridge Hotel, London SE1 7UT


Joanna Pegum on +44 (0)20 3752 3771 | Email:

Awards Secretary
Lysette Matthews – Tel: +44 (0)20 3752 3713 | Email:

Sponsorship opportunities
Tom Fountain – Tel: +44 (0)20 3771 7250 | Email:

Kelly Farrell – Tel: +44 (0)20 3752 3705 | Email:

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For further information please contact Joanna Pegum – Tel: +44 (0)20 3752 3771 Email:

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

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