STEP Business Confidence Barometer Survey: September 2010 Regional Breakdown

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Cynthia May Holmes
5 years ago
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1 A regional report for the first member business confidence barometer survey can below. This covers five STEP regions: Which Jurisdiction do you work in? Switzerland & Lichtenstein Caribbean, Central & South America (including Bermuda) Australia & New Zealand

2 How would you rate the value of your STEP membership? 8% 3% 18% 5% 5% 5 34% 37% 65% 7% 17% 4% 26% 44% 26% Is your work? 8% 13% 5% 67% 87% 62% 2% 13% 35% 85% 65%

3 Where is your work primarily focused? Area one: Other Financial planning Tax and accountancy Advocacy and/or litigation Family office Domestic probate and inheritance Business and/or trust formations and administration Trust and estate planning % Area two: Other Financial planning Tax and accountancy Advocacy and/or litigation Family office Domestic probate and inheritance Business and/or trust formations and administration Trust and estate planning

4 What is the size of the business you work in? 38% 13% 21% 32% 21% 18% 1 16% 31% 37% 8% 1 47% 29% 16% What would you describe the business or practice that you work in as? 17% 8% 15% 5 35% 2 77% 12% 7% 81%

5 Thinking about the region or location you work in, do you think the economic climate overall for trusts and estates business in that market over the next three months will: 3% 5% % 64% 65% 3% 1 5% 5% 83% 55% Thinking about the region or location you work in, do you think the general economic climate overall for trust and estates business in that market over the next year will: 8% 5 48% 8% 44% 4 5% 1 12% 1% 3 5% 5% 3 63% 3

6 Looking at the particular business or practice you work in, across all areas of the business or practice, do you think that the level of activity over the next year will: 8% 5 44% 3% 53% 1 3% 38% Looking at the particular business or practice you work in, do you think that the level of trust and estate related business over the next year will: 17% 3% 5% 5% 41% 55% 7% 1% 1 36% 56% 38% 38%

7 How has business you work in performed over the last year? 58% 37% 63% 15% 5 35% 13% 39% 1 48% 47% Have employment number in your firm over the past twelve months Remained the same, but not in private client Remained the same, including private client Reduced, but not in private client Reduced, including private client Increased, but not in private client Increased, including private client

8 Is your practice expecting to recruit in private client this year? Australia and New Zealand 17% 8% 21% 5% 11% 11% 16% 5 47% 57% 12% 5% 5% 44% Over the coming year do you see training activity: 39% 5% 67% 61% 53% 9% 22% 1 69% 66%

9 How are qualifications principally seen? Australia & New Zealand Caribbean, Central & South America Switzerland & Lichtenstein as adding value to the business as a benefit for employee/students' career development as nice to have as essential to the future of the business If STEP were to offer certificated CPD for STEP members (for example 3 month online or distance learning certificates in Will Preparation; Trust Disputes; International Succession and Probate; Mediation; Business Families) would interest be: 17% 17% 21% 11% 11% 47% 66% 68% 18% 27% 55%

10 The graduates from the STEP diploma exams appear to you as: 27% 11% 44% 73% 75% 56% 62% 1% 37% 35% 65% Fees for taking qualifications like the STEP diplomas tend to be paid by: 18% 18% 32% 11% 64% 62% 57% 19% 6% %

What does STEP do for me?

What does STEP do for me? David Harvey Chief Executive STEP WORLDWIDE STEP MIAMI MAY 2013 1 How Does STEP Work 2 Membership Buoyant 3 MEMBERSHIP BY REGION 5% 2% 8% 10% 40% 8% 14% 13% Africa & Arabia Asia