People Moves
STEP Names Oversight Board For Managed Portfolio Indices
The Society of Trust and Estate Practitioners has unveiled the oversight board for the STEP Trustee Managed Portfolio Indices, and suggested that additional members may be named for Switzerland.
The following members have been appointed:
Paul Stibbard TEP - Rothschild Trust Group; David Kilshaw TEP – KPMG; Julian Hayden TEP - Hawksford Group; Paul Bailey - Azure Wealth; James Hoare - Hoare & Co; Phil Le Cornu TEP - Ogier Group; Louise Stoten TEP - New Quadrant; Roderick Earl of Balfour TEP - Virtus Trust; Shelia Dean - Equiom Trust Company; Kathy Whatmough - Rice Whatmough Crozier; Jen Geddes - R&H Trust Co (Jersey); Ivan Hooper TEP - Winterbotham Trust Company; Russell Bussey - IPS Capital; and James Painter - Enhance Group.
“We may appoint additional board members, specifically for Switzerland, to take into account the international nature of the indices and of our membership,” David Harvey, STEP’s chief executive, said in a statement. "We have had a very favourable reaction to the indices launch and details of investment managers supporting the indices will be released and published shortly."
Russell Bussey, STEP appointed representative, explained the significance of the indices to this publication.