Immediate release

         IQ-EQ wins prestigious STEP Private Client Award

IQ-EQ has won the Trust Company of the Year (large firm) category at the STEP 2021/22 Private Client Awards, which took place during a virtual ceremony last night.


Hosted 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 category was sponsored by McDermott Will & Emery and had a strong set of finalists, with IQ-EQ beating shortlisted entries from Butterfield Trust, J.P. Morgan Private Bank, JTC and ZEDRA.


The Judges said: ‘Aside from IQ-EQ’s impressive global reach and wide range of asset management categories, its emphasis on excellent client service is exemplary. It showed clear evidence of strong management and growth with innovation and education at the forefront of its accomplishments.’


STEP Chief Executive Mark Walley said:

‘“The STEP Private Client Awards celebrate the very best of the best and all those shortlisted should be very proud. The motivational and best practice work seen in each entry provides inspiration for everyone working in private client practice."


STEP’s charity partner was the World Literacy Foundation. Donations from entrants and on the night raised over GBP65,000 for the charity, which helps to lift children out of poverty and transform their lives through literacy and access to educational resources. The awards were sponsored by Ampla Finance, Katten, McDermott Will & Emery and Leo Trust Switzerland.

Full details of the winners are available here:

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For further information please contact Liz Skinner on +44(0)203 752 3706, email

About STEP

STEP is the global professional association for practitioners who specialize 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 recognized as experts in their field, with proven qualifications and experience. Find out more at