The global membership body STEP has today announced the shortlist for the 2025 Private Client Awards. The judges have chosen 73 firms and 18 individuals from 21 countries as meeting the high standard needed to win an Award.
This year saw 337 submissions from 25 countries. The Awards, which are in their 20th year, celebrate excellence in private client practice.
They are widely seen as a hallmark of quality in the global industry. Categories were open to law firms, accountancy firms, trust companies, financial advisors, multi-family offices and boutique advisory services.
Multiple firms made the shortlist in more than one category. Baker & McKenzie; Boodle Hatfield; Carey Olsen; Cavenwell Group; EY Private; Katten; Islandbridge; Maurice Turnor Gardner; Sidekick; Stephenson Harwood; and Stonehage Fleming are all nominated for two awards.
Axis Fiduciary; Bethel Chambers; Farrer & Co; Forsters; JTC; Lenz & Staehelin; Our Family Office; Saffery Trust and Withers are each nominated for three, while Charles Russell Speechlys is shortlisted for an impressive four awards!
The complete list of finalists is available at: https://pca.step.org/finalists-2025
STEP’s Chief Executive Mark Walley said:
‘With shortlisted entries from every continent, this is truly a global list of finalists. The breadth and depth of the entries demonstrates the value of these Awards to the industry. We are truly celebrating the very best in innovation, commitment and hard work.
‘The Private Client Awards are a highlight of my year because they celebrate the very best of best advisors and firms advising families across generations. I look forward to congratulating the winners in September. Huge congratulations to all our finalists.’
Chair of the Presiding Judges Stella Mitchell-Voisin TEP of Summit Trust International said:
‘The judges faced a considerable task this year to decide which entries should be shortlisted from such a high standard of submissions. With over 300 entries to consider, this was no mean feat. With this in mind, the firms and individuals that have made the shortlist should be incredibly proud!’
Our host – actor, writer and presenter Sanjeev Bhaskar, will announce the winners at an awards ceremony on 18 September at the Hilton Hotel on Park Lane in London, UK.
This year’s sponsors are: Bridgeford Trust Company, Evelyn Partners, Katten, Loeb & Loeb, Penningtons Manches Cooper and Plianz.
STEP is proud to be partnering this year again with Alzheimer’s Disease International (ADI). ADI is the international federation of Alzheimer and dementia associations worldwide, representing over 120 countries globally.
As the STEP Private Client Awards charity partner, donations will allow ADI to invest in its members, raise awareness and in turn help the charity to reach even more people living with dementia worldwide.
This article was submitted to be published by STEP as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
