Equiom high achiever a step ahead

Wednesday 09 August 2017

Mary Ward, Assistant Manager - Client Services at Equiom Guernsey has passed the STEP Certificate in Foundations, boasting the highest mark for the Channel Islands in this summer’s exam sitting.

The specialised qualification from STEP was launched in July 2016 and to date there are only 48 people qualified globally.

Mary commented on her new qualification:

‘Having worked in finance since graduating from university 16 years ago I previously achieved my STEP Diploma, giving me a solid foundation in trust administration. This latest exam brings my expertise to a new level. I’m thrilled to have passed this elite qualification and it is such a great result to have achieved the highest mark.

‘Having a STEP Certificate in Foundations qualified member of staff ensures that Equiom meets the Guernsey Financial Services Commission’s requirement for administering foundations while also adding an extra dimension to wealth planning for our clients.’

Equiom’s teams in Guernsey exceed 70 staff with knowledge and experience across a range of disciplines including trust, corporate, foundations and family office services as well as specialist areas such as property, investment portfolios, yachting, crew management and fine art.

Martyn Russell, Director – Client Services, Equiom Guernsey, added:

‘Mary worked very hard for this qualification and is rightly delighted with her results. We are happy to support all our staff and provide an environment in which they can broaden their skills and knowledge. Mary’s new qualification further strengthens our ability to deliver the highest level of service to clients. With the top qualification in this area, we can continue to grow Equiom Guernsey as a centre of excellence for foundations.’


Learn more about Equiom Guernsey