Group Head of Private Wealth
Steve Sokić is IQ-EQ’s Group Head of Private Wealth, based in Jersey.
Steve leads IQ-EQ’s Private Wealth segment worldwide, delivering value, efficiency and growth for this core service line and its clients.
Professional – Personal
Steve 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), a leading multinational bank, where he rose through the ranks to take up the role of Global Head of UHNW Trust/Fiduciary and was a key member of its Global Trust Advisory Board overseeing the bank’s global trust and fiduciary businesses.
A Canadian native, Steve began his career in Toronto and gained significant experience over a decade as a trusted tax advisor with Deloitte, with a focus on global UHNW families’ cross-border connections with Canada and the USA.
Steve is a graduate of Toronto’s York University and has since qualified as a Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Certified Management Accountant (CMA) and Chartered Professional Accountant (CPA). He has also completed the Leading Professional Service Firms programme with Harvard Business School. In addition, Steve is an eminent speaker on various trust/fiduciary, governance, succession, tax and related wealth topics. Finally, Steve has a truly global perspective, including personally as a tri-national, namely of Britain, Canada and Croatia.
Steve’s three main passions, being his family, faith and heritage, have kept him grounded with a sense of humility and empathy throughout his career, whilst at the same time given him an insatiable work ethic, drive and bravery to act as a trusted and loyal steward for colleagues and clients around the world. According to Steve, a simple formula, but nonetheless effective.