Underlining Crestbridge FOS’ strategy of providing its people with an ongoing skills and qualification journey throughout their career, it has been accredited as an ‘ACCA Platinum Approved Employer for Trainee Development’ and as an ‘ACCA Approved Employer for Professional Development’.

The accreditation will provide various benefits to ACCA members at Crestbridge FOS who are studying for ACCA exams and following the ACCA CPD programme, whilst it also reflects the quality of Crestbridge FOS’ training and professional development framework.

As well as being accredited by ACCA, Crestbridge Group is also a STEP Platinum Employer Partner and provides ongoing continuous professional development opportunities for its people across a wide range of industry bodies, including in Islamic Finance.

The event brought together leading international private client lawyers and experts from around the world to focus on and discuss the key current and future issues facing families. In attendance were Crestbridge Fiduciary’s Betty Andrikopoulos, Heather Tibbo, and Daniel Channing. 

Betty also moderated a session entitled ‘Family Governance– binding or bunk?’, which explored the value of formal family governance in the context of varying and often unspoken and conflicting individual views. Featuring expert panellists Nick Jacob, Partner at Forsters, and Piers Barclay, Partner at Macfarlanes, the session brought a number of key issues to the surface, including:

– multiple family members inevitably have different priorities and philosophies and tying them together is often very difficult and, in some cases, impossible. Family constitutions and charters can be quite useful, but it’s important to act on those documents and not let them fall into a black hole;- family disputes are unavoidable and no governance framework can mitigate dysfunction or poor family dynamics – but having a governance process in place can bring different perspectives to the table to help family members find some consensus and alignment on shared values and priorities; and
‍
– strong family culture, values and ‘buy-in’ are the underpinnings of families who communicate effectively. If these are in place, a solid family governance process can help families improve decision-making within and across generations.

Commenting after the event, Betty said:

“We live in a world where regulation, scrutiny and governance are at the heart of everything a family does, from investing to business operations to wealth transfer and succession planning. Family governance is a complex topic, and this session brought to life some of the practical challenges families and family advisors face when it comes to integrating governance frameworks into their overall family structure.

Governance can not only be a thorny issue, but also a time-consuming process. However, it is clear that family governance is a critical consideration, particularly for large families with multiple stakeholders and members. Having a set of structures and processes can be helpful in providing a means to our solution on issues, enabling a family to move forward.”

The event brought together leading international private client lawyers and experts from around the world to focus on and discuss the key current and future issues facing families. In attendance were Crestbridge Fiduciary’s Betty Andrikopoulos, Heather Tibbo, and Daniel Channing. 

Betty also moderated a session entitled ‘Family Governance– binding or bunk?’, which explored the value of formal family governance in the context of varying and often unspoken and conflicting individual views. Featuring expert panellists Nick Jacob, Partner at Forsters, and Piers Barclay, Partner at Macfarlanes, the session brought a number of key issues to the surface, including:

– multiple family members inevitably have different priorities and philosophies and tying them together is often very difficult and, in some cases, impossible. Family constitutions and charters can be quite useful, but it’s important to act on those documents and not let them fall into a black hole;- family disputes are unavoidable and no governance framework can mitigate dysfunction or poor family dynamics – but having a governance process in place can bring different perspectives to the table to help family members find some consensus and alignment on shared values and priorities; and
‍
– strong family culture, values and ‘buy-in’ are the underpinnings of families who communicate effectively. If these are in place, a solid family governance process can help families improve decision-making within and across generations.

Commenting after the event, Betty said:

“We live in a world where regulation, scrutiny and governance are at the heart of everything a family does, from investing to business operations to wealth transfer and succession planning. Family governance is a complex topic, and this session brought to life some of the practical challenges families and family advisors face when it comes to integrating governance frameworks into their overall family structure.

Governance can not only be a thorny issue, but also a time-consuming process. However, it is clear that family governance is a critical consideration, particularly for large families with multiple stakeholders and members. Having a set of structures and processes can be helpful in providing a means to our solution on issues, enabling a family to move forward.”

The Awards were presented at a gala ceremony at the Grand Hotel in Jersey this week (8 December), with winners being selected by a panel of independent experts.

The Channel Islands Awards are designed to recognise and celebrate the brightest and best teams and individuals across Jersey and Guernsey’s private wealth sector. They are the latest addition to the Wealthbriefing global programme, which also includes awards initiatives covering the Asia, MENA, Swiss, Americas and European markets.

Commenting on her win, Heather Tibbo, said:

‘I’m delighted to receive this recognition from the Wealthbriefing Awards panel. I consider it a clear reflection of how the Crestbridge Family Office Services team embraces a collective responsibility for driving our organisation forward, living our shared values, and working together to channel their considerable talents into looking after our clients.’

Elisabeth Philippe, Senior Manager, and Elliott Carlow, Manager, both won silver awards in the Citywealth Future Leaders Awards 2022, in the ‘Trustee of the Year – Manager’ and ‘Accountant of the Year’ categories respectively.

The Awards were announced at an event in London last week, with winners being selected through a combination of online voting and an independent panel of professionals in the private wealth management sector.

Now in their seventh year, the Awards are designed to identify young professionals from right across the international wealth sector who make in impact in their profession and in the industry and contribute positively to the communities where they work.

It is the third successive year that Elisabeth has been nominated in the Awards. She has over 16 years’ experience in the finance industry providing private client services to HNW and UHNWIs and family offices and has been involved in the establishment and administration of a variety of trust and private wealth management structures across multiple jurisdictions including Jersey, the US, BVI and Cayman. Elisabeth is ACCA qualified.

Meanwhile, Elliott, who has been nominated for the Awards for two consecutive years, has over 16 years’ experience in the offshore financial services industry, spent in Cayman and Jersey, working across private equity, real estate, mezzanine debt, Shari’a compliant instruments and listed equities and securities. He is a Chartered Certified Accountant.

In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.

Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.

With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.

Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.

Heather Tibbo, Group Head of Family Office Services at Crestbridge, said:

“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.

“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”

In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.

Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.

With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.

Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.

Heather Tibbo, Group Head of Family Office Services at Crestbridge, said:

“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.

“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”

The ePrivateClient Top 35 Under 35 list was published on 5th September and lists the top 70 future industry leaders – 35 men and 35 women – working across the private client sector in the UK, Jersey, Guernsey and Isle of Man.

Elisabeth Philippe, Senior Manager, has been named as a finalist in the ‘Trustee of the Year – Manager’ category of the Citywealth Future Leaders Awards. It is the third successive year Elisabeth has been shortlisted in the category, winning a Bronze in last year’s Awards.

In addition, Elliott Carlow, Manager, has been shortlisted in the ‘Accountant of the Year’ category. Elliott was also shortlisted in the Awards in 2021.

Now in their seventh year, the Citywealth Future Leaders Awards provide a platform for celebrating emerging talent and championing young professionals under 40 in the international wealth sector who excel in their profession, play a leading role in their organisation’s success and look set to be the leaders of tomorrow.

Winners will be selected through a combination of an online voting process and an independent panel of professionals in the private wealth management sector, and will be announced at a ceremony in London in November.

In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.

Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.

With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.

Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.

Heather Tibbo, Group Head of Family Office Services at Crestbridge, said:

“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.

“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”