Trusted Advisor of the Year - People's Choice Award

The finalists for this category were nominated by the STEP Private Client Awards Panel of Experts, who nominated a named individual who was not at their own firm. STEP members voted for their preferred finalist to win this category. 
Voting for this category has now closed. The winner will be announced on the Awards Night on Thursday 8th September. The Finalists are:

 

Stewart Dixon, HSBC Private Bank, Switzerland 

pca photo - sb

In 1992, Stewart joined Coutts Trust Company in the Isle of Man to market trusts in the Middle East. Stewart then moved to Citibank Private Bank in Geneva in 1995 as Head of Trust Marketing in MENA, and in 2007 moved to HSBC Private Bank in Geneva to head their MENA Private Wealth Solutions Team.

 

Richard Frimston TEP, Russell-Cooke Solicitors, UK 

Richard Frimston web

Richard is a Partner and Head of the Russell-Cooke LLP Private Client Group in London and advises clients in relation to their wills, probate and tax planning issues. Areas of expertise include cross-border estates and private international law. Richard graduated from Imperial College London, with a degree in Physics. He qualified as an English solicitor in 1979 and an English Notary Public in 1995. Richard has been a partner with Russell-Cooke LLP since 1982 and head of private client since 1993. He was awarded the STEP 2014 Geoffrey Shindler Award and is currently Chair of the STEP EU Committee and co-Chair of the STEP Public Policy Committee. Richard is a member of various professional bodies including ELI, BIICL, TIAETL and ACTAPS. He sits on the Law Society of England & Wales EU Committee.

He is co-author of Sweet & Maxwell's 'European Cross-Border Estate Planning’ and the international sections of Heywood & Massey and Jordan’s Court of Protection Practice. Richard is also co-author of a work on the EU Succession Regulation published by Sellier and Dalloz in English, French and German and a STEP badged text published by Oxford University Press on the International Protection of Adults and the 2000 Convention, Hague 35

 

Nick Jacob TEP, Gowling WLG (UK), UK 

nick jacob 01-WHT

Nick Jacob has been classified as one of the top ten private client practitioners in the world. As a Partner with Gowling WLG, Nick advises on sophisticated private wealth planning and is a trusted adviser to many globally significant families, recognised for his understanding of complex family governance psychology. 

 

Clare Maurice TEP, Maurice Turnor Gardner, UK

Clare Maurice (Partner)

 Clare's specialism is international tax and estate planning for UK and non-UK domiciliary with complex multi-jurisdictional assets, finding solutions to tax and structural challenges of global wealth. She advises resident and non-UK resident trustees on legal and practical issues and has a wealth of experience advising philanthropies and charities. 

 

Joshua S. Rubenstein TEP, Katten Muchin Rosenman, USA

 RUBENSTEIN Joshua 2012

Joshua S. Rubenstein regularly advises businesses and private individual and handles a wide variety of private matters for these clients on a local, national and international level, including personal and estate planning, the administration of estates and trusts, and contested Surrogate's Court and tax proceedings.