In an awards ceremony at the London Hilton on Park Lane last night, hosted by broadcaster and author Susie Dent, Evelyn Partners was named Investment Team of the Year at the 2024 STEP Private Client Awards.
In an awards ceremony at the London Hilton on Park Lane last night, hosted by broadcaster and author Susie Dent, Evelyn Partners was named Investment Team of the Year at the 2024 STEP Private Client Awards.
STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. It’s prestigious Private Client Awards, now in their 19th year, are focused on excellence in private client practice. The awards were open to lawyers, accountants, wealth managers and private bankers, financial advisers and trust managers worldwide.
All entries underwent a rigorous judging process with up to five finalists in each category. The judging panel commented:
“The judges liked Evelyn Partners’ uncomplicated approach to investing and its focus on working with each family’s existing advisory team. Its approach to risk, as well as its long-term and intrinsic commitment to sustainability and ESG, really stood out.”
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