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Milestone Third STEP Private Client Award For Accuro

Leading independent private client trustee Accuro is celebrating its landmark third win of the Trust Company of the Year (midsize firm) category at the STEP 2020/21 Private

Client Awards.

The award announcements, hosted by STEP, the global professional association that promotes excellence for private client professionals, took place virtually on 9 December 2020.

The STEP awards have been compared to the ‘Oscars’ of the private client industry by insiders. Nominees are subjected to a rigorous, practitioner-led judging process that scrutinizes their performance, values and contribution.

This is a notable win for Accuro: during the last four years Accuro have won the top award in their category three times out of four (and were shortlisted on the fourth occasion).

This spirited run of success marks a period of impressive growth and determined independence for Accuro. Bucking the trends of institutional ownership, the firm has this year bought out its private investor, made confident senior hires and become fully owned by all of its management team and staff.

The Judges noted: “Accuro’s global scope and expertise with diverse and complex assets, coupled with a service model that ensures quality and personal engagement and a focus on providing meaningful work and development resources to its team, really sets it apart.”

Xavier Isaac, co-founder and CEO of Accuro


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