All Posts Tagged With: "STEP"

Heather Groves gains distinction in STEP Diploma

Guernsey News, 26 January 2010 – Heather Groves has gained an overall distinction in the Society of Trust and Estate Practitioners (STEP) Diploma examination.
The Mercator Group trust manager who works in the Private Clients department passed all four exams with distinction (Trust Creation: Law and Practice, Company Law and Practice, Trust Administration and Accounts, and [...]

AUDIENCE PARTICIPATION IS ESSENTIAL AT THE NEXT STEP LECTURE – OH NO IT ISN’T – OH YES IT IS!

Guernsey News, 22 January 2010 – THE curtain raiser in a new series of Society of Trust and Estate Practitioners (STEP) lectures for 2010 will take place next week, sponsored by Collins Stewart Wealth Management.
The evening presentation on Thursday 28th January will take the form of a pantomime.
The star-studded cast of AFR Advocates solicitor Michael [...]

TWO PROFESSIONALS SHARE EXPERTISE AT STEP LECTURES

Guernsey News, 13 November 2009 – A tax expert and a lawyer will take to the stage next week to talk trusts for the latest in the Society of Trust and Estate Practitioners (STEP) lectures, sponsored by Collins Stewart Wealth Management.
Tony Mancini, tax director at KPMG, will discuss the subject: ‘Shifting sands – the impact [...]

STEP lectures return in Guernsey

Isle News, 20 October 2009 – THE Society of Trust and Estate Practitioners (STEP) lunch time and evening lectures are back after a break for the summer, sponsored by Collins Stewart Wealth Management.
Bart Peerless (Partner) and Piers Master (Associate) of Charles Russell LLP and Russell Clark (Deputy Managing Partner) of Carey Olsen will share their [...]

Investec Trust appoints new global head

Isle News, 25 September 2009 – Investec is pleased to announce the appointment of Xavier Isaac as Chief Executive Officer of Investec Trust Group, effective immediately. Xavier currently serves as Managing Director of Investec Trust in Switzerland.
Xavier has over 15 years’ experience in the trust industry in various senior management roles. He has served as [...]

Butterfield nominated for STEP Award

Isle News, 9 July 2009 – Butterfield is among the nominees for Institutional Trust Company Team of the Year at the Society of Trust and Estate Practitioners (STEP) Private Client Awards, 2009. The winner of this prestigious award will be announced at a ceremony held on 13 October at the London Hilton hotel.
Managing director of [...]

TWO EXPERTS STEP UP TO SPEAK IN JUNE

Isle News, 11 June 2009 – TWO experts will take to the stage for the next talks in the Society of Trust and Estate Practitioners (STEP) evening and lunchtime lecture series.
Cindy Chambaud, associate at Baker & McKenzie in Geneva, and Chairman of the STEP Guernsey branch Alison MacKrill at Turcan Connell will each impart their [...]

LEADING COMPANY AND TRUST EXPERT TO SPEAK AT STEP LECTURE

Isle News, 27 May 2009 – The next talk in the Society of Trust and Estate Practitioners (STEP) evening lecture series will be delivered by advocate William Simpson, managing partner of Ogier’s Guernsey office.
Sponsored by Collins Stewart Wealth Management, the lecture will take place at the OGH Hotel on Thursday 28 May at 5.30pm.
Advocate Simpson [...]

TRUST EXPERT TO SPEAK ON INVESTMENT STRATEGY

Isle News, 13 May 2009 – The next lecture in the Society of Trust and Estate Practitioners (STEP) lunch time lecture series will take place on Friday 29 May at the OGH Hotel.
The lecture, sponsored by Collins Stewart Wealth Management, will be given by Shaun Lacey of Investec Private Bank on the topic: ‘Trustee investments [...]