Jersey-based Danielle is included in the ePrivateClient NextGen Leaders List, published this week. The list recognises and celebrates rising stars from across the private client landscape in the UK and Crown Dependencies. In compiling the list, the publication considered a number of factors, including individual achievements over the past year, and career progression.

Danielle was also featured in the publication’s Channel Islands NextGen Leaders List earlier this year.

Danielle has 13 years’ multi-jurisdictional experience in the finance industry. She provides oversight to a large team administering structures that hold investment portfolios, financing vehicles and commercial and residential real estate for high profile international families, many of thern require Islamic Finance expertise.

Danielle holds the ICSA Diploma in Offshore Finance and Administration, the CISI Islamic Finance Qualification, the STEP Advising Family Businesses and Family Business Governance Qualification, the CISI Sustainable and Responsible Investment Certificate and is working towards the TGCI Diploma in ESG.

The latest recognition maintains a successful twelve months for Danielle, who was also named Winner of the “Rising Star Under 40” Award at the 2022 WealthBriefing European Awards and was a Gold Winner of the 2022 Citywealth Powerwomen Awards in the “Woman of the Year – Rising Star” category.

Paul Hunter, Managing Director of Crestbridge Family Office Services, which is celebrating its 10^th anniversary this year, said: “Crestbridge Family Office Services can demonstrate a strong track record in both attracting and supporting talent, and Danielle is a perfect reflection of that.  Although she is recognised as a NextGen Leader, she is already supporting highly complex family office requirements and, as a senior member of our team, is contributing to our shared success and driving our growth strategy. I’m delighted for Danielle, whose approach and commitment mirror our collective values.”

Crestbridge Family Office Services, which is not part of this transaction, will continue to operate independently and provide its private client, trust and fiduciary services whilst remaining privately owned. It will continue to support its clients and their advisers with the same commitment and dedication they have experienced over the last ten years.

Having joined Crestbridge ten years ago to establish Family Office Services, Heather Tibbo now takes the reins as Chief Executive Officer with Paul Hunter as Managing Director. They will continue to be supported by the current team of Family Office Services professionals ensuring continuity of services and relationships.

Chief Executive, Heather Tibbo, said:

“Over the last ten years, Crestbridge Family Office Services has demonstrated a clear focus on its specialism for families and ultra-high net-worth clients and advisers. I am excited about the future for our business, our people, and the continuing opportunity to grow and develop our array of services, delivering excellence to our clients and advisers whose interests I firmly believe are best served by our remaining independent.”

Sophie won Gold in the ‘Business Development Manager of the Year’ category, with the accolades being presented at an Awards ceremony held in London this week (20th June).

Now in their eighth year, the Awards recognise the best brands across the private wealth landscape and champion the individuals and teams driving positive change and demonstrating best practice across the marketing, business development, public relations and communications sectors.

Sophie, who joined Crestbridge in January this year, has built a career as a business development specialist over the past ten years, working across the trust and company service provider sector in Jersey to support strategic business goals. As well as working with colleagues to facilitate the onboarding of new clients, Sophie also supports the team’s marketing efforts and is a champion for the business’ client relationship-driven approach. She holds the STEP Diploma in International Trust Management and the ICA International Diploma in Anti Money Laundering.

Commenting on Sophie’s success, Daniel Channing, Director, Crestbridge Family Office Services, said: “In a highly competitive market, it’s imperative that we effectively communicate how we differentiate ourselves.  I’m delighted for Sophie – she has contributed to our business development strategy this year and her efforts, along with those of our wider marketing and business development team, have proved pivotal in cementing our positive reputation.”

Jersey-based Directors Danielle Cottignies and Laura Parkes are included in the ePrivateClient Channel Islands NextGen Leaders List – previously the ‘Top 35 Under 35’ list – published last week. The list recognises and celebrates rising stars from across Jersey and Guernsey’s private client landscape.

In compiling the list, the publication considered a number of factors, including individual achievements over the past 12 months, and career progression.

Danielle was one of the first to join Crestbridge Family Office Services in 2014, rising swiftly to become the team’s youngest director. She leads a large client team and manages several key family office structures, including for Middle Eastern clients that involve multiple asset classes, Shari’a-compliant structures, and multi-jurisdictional factors. She is also a leader within the business in understanding the risks and opportunities of structures with ESG investment and monitoring requirements.

Laura’s career in fiduciary services spans 18 years, joining the Crestbridge team in 2022. She is responsible for a number of mid-cap client family office relationships and leads a team who service over 60 entities. She also supports the firm’s clients with US connections and has supported the onboarding  of new high-profile relationships. Laura is a member of the Society of Trust and Estate Practitioners.

Paul Hunter, Group Head, Crestbridge Family Office Services, said: “Crestbridge has a strong track record in attracting and nurturing talent, and that’s reflected in the inclusion of two of our team in this list celebrating young and emerging Channel Islands leaders. I’m delighted for Danielle and Laura, who have both made huge contributions over the past year. Their approach, attitude and commitment mirrors the values we share as a team.”

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
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– 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.

Commenting on the Awards, Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge, said: “Crestbridge Family Office Services has a really strong commitment to nurturing young talent and supporting our people throughout their professional journey, and that is reflected through these award wins. I’m really pleased for Elisabeth and Elliott, who both make such a significant contribution to our team and the business more widely, and who are incredibly appreciated by clients.”

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.

The inclusion marks a successful year for Daniel. Earlier his year, he was included in the ePrivateClient Top 35 Under 35 list for the Channel Islands, for the third consecutive year.

A number of factors were considered by the panel of judges in compiling the annual list, including individual achievements over the past 12 months and career progression.

With an impressive 15 years’ experience in the international trust business, Daniel was promoted to Manager at the beginning of the year, having joined Crestbridge in 2017 with a private wealth and family office background.  An ICSA Affiliate, Daniel also holds the CISI Islamic Finance Qualification and oversees the professional development of other members of the team.

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

“The focus we place on looking after our people and ensuring they have the tools to succeed is central to our objective of delivering a first class service to clients. I’m delighted for Daniel, who has featured regularly in industry rising stars lists within the Channel Islands and has now received recognition at a national level too. His success is a reflection of the cohesive, collaborative approach of our team as a whole and our collective commitment to service excellence.”

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.

Commenting on the Awards, Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge, said: “Crestbridge Family Office Services has a really strong commitment to nurturing young talent and supporting our people throughout their professional journey, and that is reflected through these award wins. I’m really pleased for Elisabeth and Elliott, who both make such a significant contribution to our team and the business more widely, and who are incredibly appreciated by clients.”