Heather has over 25 years’ experience in the UHNW sector and is responsible for the Family Office Services business at Crestbridge.

Heather has worked with UHNWIs, their families and institutions to provide a comprehensive range of family office services to families and corporate clients based in multiple jurisdictions. Heather also has extensive experience in the management of client and intermediary relationships.

Heather first worked in Jersey and then in London for 11 years before returning to the Island in 2010 when she helped set up and develop a stand-alone office for a wealth management firm until she joined Crestbridge.

​As a member of Crestbridge’s executive team, Heather provides, and has input into, the strategic direction and expansion of the business. In addition, Heather also manages, Crestbridge Fiduciary LLC, a US joint venture with Willow Street, which was established in January 2020.

Heather is a lawyer by background and, in this capacity, has previously advised individuals, intermediaries and trustees in relation to offshore matters. Subsequently, she became involved in assisting in the development of wealth management organisations, focusing on her strong relationships with advisors and their clients.


  • Private Client Global Elite Directory 2023
  • ePrivateclient's 50 Most Influential List 2023, 2022, 2021, 2020 and 2019
  • Winner of the "Female Leadership Award" in the WealthBriefing Channel Islands Awards 2022
  • Top 10 Leading Women Shaping the Private Wealth Sector 2021 by ePrivateclient
  • Winner of the “Women in Wealth Management (Company Contribution)” category in the WealthBriefing European Awards 2021
  • Citywealth’s Powerwomen, Prominent Trustees and Honours List 2022, 2021, 2020