Harpsden Wealth Management has won the Financial Advisor Team of the Year category at the STEP Private Client Awards, which took place last night in London.
Held by STEP, the worldwide professional association for those advising families across generations, the Awards are highly regarded as a celebration of excellence across the private client world. All entries go through a rigorous, practitioner-led judging process to select the best in the industry.
The Financial Advisor Team of the Year category had a strong set of finalists, with Harpsden Wealth Management beating Cazenove Capital, Close Brothers Asset Management, Gracechurch Wealth Management and Peritus Investment Consultancy to the prize.
The Judges said: ‘We commend Harpsden Wealth Management’s strong submission across all criteria, which demonstrates a proactive approach, with strong core values and value-added client service.’
Chair of the Presiding Judges John Barnett TEP, who opened the ceremony, said: ‘We were spoiled for choice, with an excellent range of entries in all categories. The Awards clearly demonstrate the great diversity and very high quality of work that STEP members do for their clients’.
Over 700 private-client professionals and guests gathered for the Awards at the Park Plaza Westminster Bridge, which was hosted by actor, writer and comedian Miles Jupp.
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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