Using the call to action – 'Significant Times' – Taylor Vinters started an ongoing strategic initiative in 2008, to ensure everyone in the firm understands their role and responsibilities in maintaining and building the culture of this firm. This initiative, now over 10 years old, ensures a strong and continuous 'raison d’être'. Their latest action to share 'Significant Times' with clients, prospects and future recruits is a novel external initiative that is also defining this firm as a leader in its field.
Lucy Porter, Ed Turner and Matt Meyer (Taylor Vinters) with Henrietta Jowitt (CBI)
Winner's quote: “We are thrilled to be recognised by Managing Partners' Forum for our strategic leadership and clarity of vision. Across the firm, our logic is that if we are doing what we are passionate about, we will be great at it. That will make us more valuable to our clients, and consequently more successful as a business. We will also enjoy ourselves more and that can only be a good thing! Everyone at Taylor Vinters has contributed to our success and this award is not just for the senior leadership but for everyone.”
Ed Turner, Managing Partner at Taylor Vinters
This entry clearly and concisely shows the success Smith & Williamson has achieved in articulating their purpose and priorities to everyone in the firm. There are clear priorities for Financial Services, Professional Services, and Strategic Priorities. This firm is well set for continuous improvement through 2025, and beyond.