Steve Sokic, Group Head of Private Wealth at IQ-EQ, has been named as a ‘Top Ten’ family office service provider in the Spear’s 2021 Wealth Management Index, an elite annual ranking of the top private client advisers and service providers to the high-net-worth community.
The Index is informed by a range of sources, including peer nominations, interviews, company data reporting, client feedback and research by the Spear’s editorial and research teams.
As well as highlighting Steve as a leader in the family office servicing space, this recognition serves a clear indicator of the strength of IQ-EQ’s dedicated and holistic Family Office Services offering.
Spearheaded by Steve, Family Office Services supports the increasingly complex requirements placed on family offices by the wealthy families they represent as they embrace more sophisticated governance and international, multi-asset class investment strategies. It brings together a range of key services across all of our core segments, covering both traditional fiduciary and administration services as well as more recent requirements like ESG reporting, deal flow and compliance with evolving regulation.
Steve is no stranger to industry recognition, also featuring in both the Private Client Global Elite directory’s 2021 ‘Global Elite Recommends’ list, where lawyers were given the opportunity to nominate their most highly-rated partner, and eprivateclient’s 2021 ’50 Most Influential’, which highlights leading industry figures across the UK and Crown Dependencies.