STEP Journal roundtables are sponsored content offering an effective way to position an organisation as an industry thought leader.
The event, hosted at a venue of the sponsor’s choice, affords an opportunity to debate a hot topic with invited industry experts. Roundtables offer intimate networking opportunities with existing clients, hand-picked key industry experts and new business prospects. For further information about sponsoring a roundtable, please contact Sylvana Malachias at Wonderly at +44 (0) 208 2674463 or email sylvana.malachias@wonderly.agency
Hunters – Issue 2, 2024
Sponsored by Hunters
Read the roundtable (PDF 422KB)
The UK government does not give parents access to savings accounts without EWCOP permission. A STEP Journal roundtable, sponsored by Hunters, looked at the implications for vulnerable young adults.
Equiom – Issue 6, 2023
Sponsored by Equiom
Read the roundtable (PDF 524KB)
In a world of globally mobile clients, a STEP Journal roundtable, sponsored by Equiom, examined best practice in creating and managing wills and trust structures for private clients.
Hawksford – Issue 4, 2023
Sponsored by Hawksford
Read the roundtable (PDF 44KB)
As the protection of the environment forms a key part of an ongoing global conversation around sustainability, a STEP Journal roundtable, sponsored by Hawksford, examined the ESG responsibilities of the private client world.
Schroders Wealth Management – Issue 3, 2023
Sponsored by Schroders Wealth Management
Read the roundtable (PDF 500KB)
In an increasingly mobile world, complications arise from divorce or death when assets are spread across multiple jurisdictions. A STEP Journal roundtable, sponsored by Schroders Wealth Management, discussed the issues.
Intertrust Group – Issue 1, 2023
Sponsored by Intertrust Group
Read the roundtable (PDF 500KB)
As practitioners and clients navigate a period of economic and geopolitical risk, a recent STEP Journal roundtable, sponsored by Intertrust Group, examined how advisors are adapting.
RBC – Issue 4, 2022
Sponsored by RBC Wealth Management
Read the roundtable (PDF 2.6MB)
Following the fall out of COVID 19 and the invasion of Ukraine, a recent STEP Journal roundtable, sponsored by RBC Wealth Management, examined how global events are influencing attitudes to wealth and philanthropy.
Equiom – Issue 3, 2022
Sponsored by Equiom
Read the roundtable (PDF 3.8MB)
In a world of increasing transparency and regulation, a recent STEP Journal roundtable, sponsored by Equiom, examined the management of trust assets under threat of increased litigation risk, family disputes and privacy challenges.
CAF America – Issue 6, 2021
Sponsored by CAF America
Read the roundtable (PDF 15MB)
Philanthropic giving is at the forefront of client discussions now more than ever. A recent STEP Journal roundtable, sponsored by CAF America, examined the challenges of advising clients in international philanthropy.
RBC – Issue 4, 2021
Sponsored by RBC
Read the roundtable (PDF 460KB)
North American business families are in the midst of significant change. A recent STEP Journal roundtable, sponsored by RBC Wealth Management, examined the impact of a new US administration and the future direction of family business growth.
Highvern – Issue 1, 2021
Sponsored by Highvern
Read the roundtable (PDF 2,979KB)
In uncertain times, effective stewardship of family wealth is of key importance. This STEP Journal roundtable, sponsored by Highvern, discussed the various elements of how advisors can implement sustainable, responsible practices.
RBC – Issue 4, 2020
Sponsored by RBC
Read the roundtable (PDF 274KB)
The COVID-19 pandemic has dramatically changed the way we work. A recent STEP Journal roundtable, sponsored by Royal Bank of Canada, reviewed how it has impacted the world of work for practitioners and impacted clients.
IQ-EQ – Issue 1, 2020
Sponsored by IQ-EQ
Read the roundtable (PDF 19MB)
Jurisdictions internationally are coming to terms with new economic substance legislation. A recent STEP Journal roundtable, sponsored by IQ-EQ, asked what the regulations will mean for private clients.
Schroders Wealth Management US – Dec-19/Jan-20
Sponsored by Schroders Wealth Management US
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Global families are on the increase, with some looking to incorporate a move to the US. A STEP Journal roundtable, sponsored by Schroders Wealth Management US, examined the critical factors advisors need to consider when helping UK clients and their families transition to the US.
RBC - October 2019
Sponsored by RBC
Read the roundtable (PDF 10MB)
For global families, managing wealth across one or more jurisdictions engenders numerous complexities. A recent STEP Journal roundtable, sponsored by RBC Wealth Management, examined the challenges of trust and estate planning for internationally mobile families.
Highvern - June 2019
Sponsored by Highvern
Read the roundtable (PDF 1.02MB)
In an ever-changing and demanding environment, family office advisors play an important role in supporting their clients' global enterprises. This STEP Journal roundtable, sponsored by Highvern, explored how advisors can provide first-rate guidance from inception to succession.
St. James’s Place Private Clients - May 2019
Sponsored by St. James’s Place Private Clients
Read the roundtable (PDF 383KB)
This STEP Journal roundtable, sponsored by St. James’s Place Private Clients, discussed the importance of cross-disciplinary financial advice at a time when lawyers and accountants are taking on increasingly complex wealth management for clients.
SANNE - April 2019
Sponsored by SANNE
Read the roundtable (PDF 392KB)
Over the next decade, a huge amount of wealth is due to transfer between generations of families. A recent STEP Journal roundtable, sponsored by SANNE, asked what this means for the next generation and their advisors.
Schroders Wealth Management US - Dec-18/Jan-2019
Sponsored by Schroders Wealth Management US
Read the roundtable (PDF 331KB)
Both the US and the UK have seen major political change and reform in recent years. The STEP Journal roundtable, sponsored by Schroders Wealth Management US, asked what this upheaval means for globally mobile private clients.
SANNE - November 2018
Sponsored by SANNE
Read the roundtable (PDF 745KB)
As family trends change, so too do family offices. This STEP Journal roundtable, sponsored by SANNE, examined the current trends and the impact of increasing global transparency on family offices.
RBC - October 2018
Sponsored by RBC
Read the roundtable (PDF 367KB)
How can the private wealth management industry best support female employees and serve female clients? Sponsored by RBC, this STEP Journal roundtable examined the topical question of gender equality.
First Names Group - February 2018
Sponsored by First Names Group
Read the roundtable (PDF 666KB)
This STEP Journal roundtable, sponsored by First Names Group and held in Singapore, looked at the current trends for high-net-worth entrepreneurs and entrepreneurial families in Asia.
BDO - Dec 17/Jan 18
Sponsored by BDO
Read the roundtable (PDF 622KB)
Global reporting requirements and the challenges of supporting multi- jurisdictional clients were the topics of debate at this STEP Journal roundtable, held in New York and sponsored by BDO.
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