We are delighted to have been shortlisted in this year’s STEP Private Client Awards in the Trust Company of the Year (midsize firm) category.
The awards – now in their 13th year – offer businesses an opportunity to demonstrate excellence to peer groups and clients and are open to a wide range of professional services firms including private client solicitors, accountants, barristers, bankers and financial advisors as well as fiduciary providers.
Firms are assessed by a panel of judges, representing financial services professionals from around the globe, who shortlist up to five nominees per category, scoring each company’s written submission against a set of criteria specific to each category. For fiduciary firms, the criteria cover areas such as business development and client retention strategy, approach to asset protection, client service delivery and staff’s technical skills and on-going development.
The finalists are then considered by a panel of experts and its recommendations are returned to the judges who meet to make their final decisions.
Imperium Director Casey Jonkmans said:
We are delighted to have been shortlisted for this award. The STEP Private Client Awards is a prestigious event and the selection and assessment process is extremely robust. This is a fantastic validation of the hard work of the entire Imperium team.
The awards ceremony will take place on 7 November at the Park Plaza Hotel in London.