Qualification success for Crestbridge Family Office Services

9 February 2024
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Crestbridge Family Office Services’ (FOS) commitment to professional excellence has been reinforced recently, with four members of the team achieving exam success through key industry bodies.

Bethany Scott has passed the Chartered Governance Institute’s (CGI) International Qualifying Programme ‘Risk Management’ paper, while Marta Latek and Georgiana Lombada have both passed the Level 4 exam module of the CGI International Finance Administration professional qualification.

In addition, Joel Lucas-Villar has also completed the Society of Trust and Estate Practitioners (STEP) Diploma in International Trust Management, becoming a full STEP member as a result.

Bethany, Assistant Manager, has significant experience in both corporate and trust administration, while Marta and Georgiana, both Administrators, support the wider FOS team with a broad range of administrative services. Joel, Senior Administrator, is responsible for the day-to-day administration of a variety of client groups with a particular focus on investments.

Commenting on the team’s success, Paul Hunter, Managing Director, Crestbridge FOS, said:

“Crestbridge Family Office Services has long held a firm commitment to supporting our people with their professional development aspirations, to ensure we are able, as a team, to provide clients with first-class expertise, technical knowledge and cutting-edge insights. I’m delighted for Joel, Bethany, Marta and Georgina. Their latest success in key qualifications through the CGI and STEP is the result of hard work and determination, and reflects perfectly our shared approach to skills development.”