“TMF Group’s Private Wealth and Family Office team provides bespoke administrative support to our clients through our own global footprint that spans 85 jurisdictions worldwide. Our collaborations with STEP - event sponsorships, roundtable discussions and content pieces, such as the modern families report – provide insightful knowledge of our clients’ needs and grants us access to a likeminded partner that helps facilitate our strategy to provide them with a tailored service. Through their vast network of over 22,000, our ongoing relationship continues to present opportunities to strengthen our understanding of clients’ needs and showcases our potential to provide the required expertise to enable them to operate and invest across the globe. .”

“Demonstrating our expertise and highlighting the quality of our people is at the heart of our marketing strategy for Equiom Group. STEP is able to deliver that for us across the broad spectrum of private wealth, legal and wealth management professionals that make up its membership. Like ours, their standards are very high and we are always re-assured when working with STEP that the end result – be it a written piece, a roundtable event or larger conference - will be one of quality reflecting well on us both as a brand and as a potential business partner. We have developed a close, mutually beneficial working relationship with STEP and we look forward that continuing in the future.”

"WE ARE GUERNSEY has partnered with STEP for many years. We see it as a most valuable relationship, promoting our jurisdiction though the STEP Journal and sponsoring leading STEP events. This year, as the pandemic struck, we had to quickly find new ways of working to engage with the private client world. The STEP team took our needs into account and quickly put together a variety of options that suited our objectives, promoting our key messages and working with us to continue to offer the opportunity to lead on the STEP Asia Conference, which is a key part of our annual marketing. We are very happy with the solutions and service offered by the team, and look forward to maintaining our strong relationship with STEP."

“Rathbones ran a partnership webinar with STEP in September. Our webinar focused on financial considerations for bereaved and divorced clients, as well as further publicising our recent accreditation as a STEP Employer Partner. The results were fantastic; we had over 500 sign-ups and approximately 350 delegates opted in to hear more from us post-webinar. It was a great way to profile Rathbones while developing our relationships with professional advisors."

"We at Winterbotham have partnered with STEP for many years now and have always enjoyed a valuable relationship through advertising our services and event sponsorship. This year, as the pandemic struck at the time of a new marketing cycle, we had to quickly find new ways of working to engage with our target audience of private client practitioners. The STEP team took into account our views and very quickly put together a variety of options that suited our objectives. Overall, we are extremely happy with the methods used to enable to us to continue developing our business."