ZEDRA wins Trust Company of the Year at the STEP private client awards

The award featured highly respected and longstanding competitors, with ZEDRA as the youngest of the brands nominated.

This is the third year in a row that ZEDRA has been shortlisted and is testament to all of the hard work and dedication that has been put in over the last few years by the firm’s incredible team as well as the strong cultural heritage and innovative approach that the firm adopts.

The award comes hot on the heels of ZEDRA’s strong, sustainable growth, which has led to increased investment in new client solutions and products in the UK, US, Luxembourg, Poland and Singapore. The milestone successes of the past year have left ZEDRA in a strong position to realise its ambitious 2023 plans.

ZEDRA’s core service offering to date has been private client services, taking a uniquely bespoke approach to supporting its clients. ZEDRA has been working with private clients for decades, providing all-important strategic oversight of a nuanced big-picture. When it comes to private and family wealth, the firm understands the challenges are both highly technical and deeply personal in nature, which sets ZEDRA apart when it comes to service excellence.

Judges’ feedback

“ZEDRA has clearly demonstrated excellent growth over the last year, and has invested in some innovative tools for efficient service delivery to its clients and in its support for employees’ continuing professional development.”

David Rudge, Head of UK at ZEDRA, commented on the achievement: “I would like to thank our team members around the world for their diligence and dedication. Our team of Trust experts bring unrivalled knowledge of private client matters to every single client, and the recognition from STEP echoes what we know already to be true internally; we are the best trust company out there!”

Richard Wakeham, Head of Commercial & Solutions, UK/Offshore at ZEDRA, said: “To have been named Trust Company of the Year at the STEP Awards is a great honour, and testament to the talent and hard work of our fantastic private client team.”

About STEP

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.