Simon Morgan, Head of Private Clients at Vistra Jersey, re-elected worldwide Chair of STEP

 In STEP, Vistra

Simon Morgan TEP, Director and Head of Private Clients at Vistra Jersey, has been re-elected worldwide Chair of STEP. 

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. Founded in 1991, and with more than 20,000 members, STEP is widely recognised by employers, policymakers and the public. This will be Simon’s second term as Chair, and is effective from 1 January 2020.

‘I’m excited and honoured to be reappointed,’ Simon said, ‘It’s been a privilege to work with STEP, not just with the Board and Council, but with the many hundreds of volunteers who serve on our branches, regions and central committees. 

Simon has been in the international fiduciary business since 1982, working in Jersey and the Cayman Islands. He has been a member of STEP since 1994, is a Fellow of the Chartered Institute of Financial Services (London Institute of Banking & Finance), and was named in the CityWealth Honours list and Who’s Who Legal as one of the world’s leading practitioners in his field.

STEP CEO Mark Walley said, ‘Simon has been unstinting in his work for STEP, being actively involved for almost 20 years before he took over the office of chair. We warmly welcome his re-election, and look forward to his second year with us. I would also like to recognise Simon’s huge support to me personally in my first year as STEP CEO, on top of his other STEP and business commitments.’

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