Accolades

STEP Private Client Award - Finalist

STEP (Society of Trust and Estate Planning) is the leading global professional body for professionals working in the Private Client sector. It is multi-disciplinary with members from the legal, accountancy and banking professions, as well as wealth management.

STEP hold annual awards and we have been a finalist in the Financial Advisor Team of the Year category for the last six years.

2018 Women in Investment Award - Finalist

Our fund analyst, Abrunnaher Shifa, reached the top 10 finalists for Fund Analyst of the Year, at the inaugural the 2018 women in Investment Awards.

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