The STEP Excellence Awards

The STEP Excellence Awards celebrate exceptional achievement, recognising the highest achievers across all STEP qualifications globally.

The Awards align with STEP’s core focus on promoting high standards and professional excellence.

The Awards recognise the top-scoring student at distinction level (70 per cent or above) per STEP exam or assignment, Essay Route, and the highest-scoring graduates across each of the STEP Diplomas.

The individuals listed here represent the best and the brightest practitioners – many of whom will be names to watch out for in the years ahead.

See the winners here.




STEP’s qualifications are widely recognised as the benchmark for the private client and wealth planning industry and are taken by accountants, lawyers, trustees, bankers and others to demonstrate their specialist knowledge and expertise.

Read more about STEP here.


‘The STEP Certificates have been an invaluable professional resource. In an ever-changing international legal landscape, they have provided a solid grounding in essential principles and have helped me identify ways in which our company can provide better and more protective trustee services to its clients.’

Matthew Smith – STEP Advanced Certificate in Trust Creation: Law & Practice

Featured winners

Kai Fung Calvin Lo

STEP Diploma in International Trust Management

Stevenson, Wong & Co.

STEP Hong Kong

Micaela Margarita Pile

STEP Diploma in International Trust Management – DL+

Hastings Attorneys-at-Law

STEP Barbados

Sonia Shah

STEP Diploma in International Trust Management – DL+

Bedell Cristin

STEP Jersey

Maxence Chaussivert

STEP Diploma in International Trust Management – DL+

HSBC Private Bank (Suisse) SA

STEP Geneva

Laura Morse

STEP Diploma in Trusts & Estates (England & Wales)

Ashfords LLP

STEP West of England

Nicholas Dobbs

STEP Diploma in Trusts and Estates (Scotland)

Anderson Strathern LLP

STEP Scotland

View the full list of winners here.



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