STEP has appointed Emma Lovell as its new CEO, and says the appointment marks an exciting new chapter for the organisation.

Lovell is an experienced chief executive, whose career has spanned professional and financial services, regulatory and membership bodies. From April 2020 until the end of 2025, she was chief executive of the Lending Standards Board. Prior to that, Lovell was chief executive of R3 (Association of Business Recovery Professionals).

Alongside her executive leadership career, Lovell was a commissioner for the Institute of Directors, helping to develop the UK’s first voluntary code of conduct for company directors, launched in 2024. She is also a non-executive director for the Money Advice Liaison Group, a membership body supporting all sectors to improve the lives of people in debt.

The STEP board members said they were particularly impressed by Lovell’s global perspective, energy and strong track record as a transformational leader. Her experience and vision, they said, will be invaluable in guiding STEP at a pivotal point in its journey.

STEP worldwide chair Paolo Panico TEP said:

“Emma brings a truly global view alongside a proven ability to lead complex organisations through change. 

“Her energy, insight and strategic mindset make her exceptionally well placed to lead STEP as we continue to evolve and strengthen our impact worldwide.”

Outgoing chair Kelly Greig TEP added:

“STEP is at an important moment in its journey and Emma’s appointment marks an exciting new chapter. 

“She is a transformational and energetic leader whose experience and values align strongly with STEP’s mission and future ambitions.”

Lovell said of her appointment:

“I am delighted to be joining the STEP team at such an important time. In an increasingly complex and fast-changing world, the role of trust and estate professionals has never been more vital. 

“STEP members play a crucial role in supporting families and preserving legacies across generations and around the globe.”

Lovell said her priority will be to listen to, support and empower members as they navigate change, mentioning emerging technologies and evolving regulatory landscapes amongst those challenges.

“I am committed to building on STEP’s proud history by driving innovation, strengthening global collaboration, championing the highest standards and expanding opportunities so members can continue to make a positive global impact for generations to come,” she said.

Outgoing CEO Mark Walley is on gardening leave until the end of March 2026, when he will formally begin his retirement.

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. It has more than 22,000 members in 96 countries.

 

Image credit: Chris Henry Photography

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