Citi Private Bank has been named Private Bank Team of the Year by the Society of Trust and Estate Practitioners (STEP), the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues with more than 14,500 members in 66 countries. In fact we are the only private bank to have been named a finalist for the last five consecutive years.
The awards highlight excellence and innovation among private bankers and wealth professionals worldwide. To win one of these awards is a great achievement for all of us – especially considering that STEP received over 150 entries this year, with the panel of 15 independent judges short listing only those they felt to be the most outstanding in each category.
Winners had to demonstrate excellence over the past year, taking into account any significant obstacles overcome.
In addition, winners needed to show excellent client service that is relationship driven, aligned with the interests of clients and where appropriate, bespoke. Lastly, excellent leadership including a clear vision for the future was taken into account.
Phil Hooper, Citi Jersey Country Officer and Head of Citi Private Bank Jersey, said of the award ' our local private bank team are delighted to be part of the Citi Private Bank winning team. We continue to look to serve our STEP clients in a professional and innovative way.
The winners were announced at the STEP Private Client Awards Ceremony this week in London