STEP announces appointments to the Trustee Managed Portfolio Indices Oversight Board

Thursday, 13 December, 2012

The Society of Trust and Estate Practitioners (STEP) has today announced the appointment of the STEP Trustee Managed Portfolio Indices (TMPI) Oversight Board members.

STEP is delighted to announce the appointment of the following practitioners to the TMPI Oversight Board:

Paul Stibbard TEP - Rothschild Trust Group

David Kilshaw TEP - KPMG

Julian Hayden TEP - Hawksford Group

Paul Bailey - Azure Wealth

James Hoare - Hoare & Co

Phil Le Cornu TEP - Ogier Group

Louise Stoten TEP - New Quadrant LLP

Roderick Earl of Balfour TEP - Virtus Trust

Shelia Dean - Equiom Trust Company

Kathy Whatmough - Rice Whatmough Crozier

Jen Geddes - R&H Trust Co (Jersey) Limited

Ivan Hooper TEP - Winterbotham Trust Company

Russell Bussey - IPS Capital LLP

James Painter - Enhance Group Limited

Commenting on the appointments, David Harvey Chief Executive of STEP said: "We are delighted to have the valued support of such high calibre practitioners to ensure our members interests are in safe hands."  He added: “We may appoint additional board members, specifically for Switzerland, to take into account the international nature of the indices and of our membership."

"We have had a very favourable reaction to the indices launch and details of investment managers supporting the indices will be released and published shortly," said Mr Harvey.

This item was also issued as a press release.