Press release
19 September 2013
Kleinwort Benson wins prestigious Private Client award for its Offshore Trust Business
Kleinwort Benson today announced that it has been named “Institutional Trust Team of the Year” at The
Society of Trust and Estate Practitioners (STEP) Private Client Awards 2013/14.
The awards ceremony took place in London last night and saw Kleinwort Benson beat competition from
the other finalists, including Butterfield Trust, CIBC Bank and Trust Company (Cayman), Northern Trust
and RBC Wealth Management. Kleinwort Benson was judged to have particularly strong client retention
levels and quality of service provided from its offices in Jersey, Guernsey and the Isle of Man.
The annual STEP Private Client Awards promote excellence among many private client advisers,
including solicitors, accountants, financial advisers and estate managers.
STEP is the worldwide professional association for practitioners dealing with family inheritance and
succession planning. STEP members help families plan for their futures, specialising in a wide range of
activities, from drafting a relatively simple will to more complex issues surrounding international families,
protection of the vulnerable, family businesses and philanthropic giving.
Sean Baudin, Head of Fiduciary Services, at Kleinwort Benson said: “We are very proud to have
received this award recognising the hard work and excellence of our teams in the Crown Dependencies.
We have recently celebrated 50th anniversaries in both Guernsey and Jersey and recognition of this kind
is a truly fitting tribute to the entire team’s commitment to high quality client service.”
Commenting on Kleinwort Benson, the panel of Judges added:
“Kleinwort Benson’s record on client retention and referrals from existing clients and professional
intermediaries is testament to the quality of the service they offer. We were particularly impressed by the
length of service and continuity of relationships with their clients.”
-Ends-
For further information please contact:
Maitland
Daniel Yea
Direct +44 (0) 20 7379 5151
Mobile +44 (0) 7595 270691
Email dyea@maitland.co.uk