Steve Sokic is IQ-EQ’s group head of private wealth, based in Jersey.
He joined IQ-EQ in 2019 from Sanne Group plc, a FTSE 250 alternative asset and corporate administration services provider, where he was managing director of its corporate and private client segment and held broader executive stewardship roles, including as a key member of its executive committee.
Prior to that, he spent nearly 14 years in the Caribbean and Jersey with the wealth management arm of the Royal Bank of Canada (RBC), where he rose through the ranks to take up the role of global head of ultra-high net worth trust/fiduciary and was a key member of its Global Trust Advisory Board overseeing the bank’s global trust and fiduciary businesses.
Every industry has seen sharp changes over the last year and a half due to the pandemic, but the wealth sector has seen a major shift with the generational wealth transfer timeline shortening significantly.
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