Vistra Achieves STEP Accreditation in Hong Kong, London, and Zurich

21 July 2017

Three of Vistra’s main offices have been awarded Employer Partner accreditation within the STEP Employer Partnership Programme (EPP). Vistra Hong Kong, London, and Zurich have achieved the STEP accreditation recognising their commitment to their staff, as well as their guarantee to provide the best service to clients. 

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning; it’s over 20,000 members across 95 countries promote best practice, professional integrity and education.  

The process of achieving the accreditation involved a comprehensive application process led by Kevin Ma, HR Business Partner, Corporate & Private Clients at Vistra Hong Kong, Sarah Franklin, HR Manager at Vistra London, and Susana Frey, Head of HR at Vistra Zurich. 

Penny Borny, HR Director Global Learning and Development commented on the accreditation: 

“It is an honour to have received these accreditations in our three Vistra offices, Hong Kong, London, and Zurich. Kevin Ma, Sarah Franklin, and Susana Frey have all been integral in achieving this but the accreditation is also a reflection of the support Vistra provides towards the ongoing development of both STEP students and members, which as a result has created a very dynamic atmosphere to develop in within the company.”

Jenni Hutchinson, STEP’s Head of Employer Partnerships, said: “I am delighted to welcome Vistra’s offices in Hong Kong, Switzerland and UK to the Employer Partnership Programme (EPP).  Vistra Jersey was one of the founder members of the EPP, gaining its Platinum Employer Partner accreditation at the very outset of the programme in November 2014.  We enjoy a close working relationship with Vistra and are very pleased to note the growth of the programme across the business and the continued drive to provide the best possible learning and development support for Vistra staff across its global offices”.

Vistra has had a long standing relationship with STEP; earlier this year Vistra Singapore received accreditation as a Gold Employer Partner, and in November 2014, Vistra Jersey was successfully awarded Platinum Employer Partner accreditation; one of the first two firms to be recognised on the programme.

Receiving accreditation at Vistra Hong Kong, London, and Zurich is a huge achievement for not only within those offices but across the entire Vistra community. Vistra’s ongoing support and commitment to STEP is a globally led initiative that aims to have other Vistra jurisdictions gain accreditation with the body in the near future.


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