Insights

Enlightened perspectives on protecting wealth, and preserving legacy.

Building a Culture of Excellence in a Changing Wealth Management Landscape

Building a Culture of Excellence in a Changing Wealth Management Landscape

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Steve Le Seelleur – in the spotlight

The Next Era of Wealth Management: Talent, Technology and Trust as the New Differentiators

Jersey Finance Dubai Conference reinforces importance of access to specialist expertise

Crestbridge Chairman explores US & Jersey trust sectors evolution at International Private Client Forum

Steve Sokić and Darrell King feature in new US Private Wealth Network Podcast Series with Jersey Finance

A balanced scorecard approach to trust jurisdiction selection

STEP Journal featured article: Secure by design – a balanced scorecard approach to jurisdiction selection

Navigating a shift in family investment strategy

Podcast: Family Offices in the GCC – Trends and Opportunities for Jersey

Jersey Finance Private Wealth Conference: Advisers must respond to families’ changing world views

Philanthropy: the multiplier effect

Middle East family office landscape continues to evolve: Jersey Finance Roundtable

ePrivateclient article: In the spotlight – Tony Hind, Executive Director, Crestbridge Family Office Services

PCD Magazine article: The Big Interview with Crestbridge’s award winning CEO

Investing in people and relationships

Families are demanding more from their partners around legacy and sustainability: Jersey Finance Private Wealth Conference 2023

The rise of the Virtual Family Office

Crestbridge director highlights importance of purpose at wealth stewardship roundtable

Why good governance should underpin luxury asset strategies

Inflationary markets: families take stock

Crestbridge team maintain support of National Trust hedgerow conservation initiative

Crestbridge professionals discuss structuring, governance and NextGen demands at London private wealth forum

Fit for purpose

Investing together for the greater good

Middle East hubs are proving to be the sweet spot for family capital

Danielle Cottignies featured in Acclaim Magazine

Heather Tibbo featured in the inaugural Leadership Jersey publication

Meet Elliott Carlow

Middle East NextGen focus on future priorities