Tag: Awards
Double STEP shortlisting highlights strength and quality of Crestbridge team
Crestbridge Family Office Services (FOS) has received a double shortlisting in this year’s STEP Private Client Awards.
The team has been named a finalist in both the ‘Multi-Family Office Team of the Year’ and the ‘Large Trust Company of the Year’ categories.
Perceived to be the hallmark of quality within the global private client industry, the Awards recognise excellence amongst lawyers, accountants, barristers, bankers, trust managers and financial advisers.
Winners are selected following a rigorous assessment process involving judges and a panel of independent experts from across the wealth management arena and will be announced at an Awards Ceremony on 14 September in London.
The shortlistings are the latest in a string of successes for the Crestbridge Family Office Services team this year, with Co-Group Head of Family Office Services Heather Tibbo being included in ePrivateClient’s 50 Most Influential list, Director Danielle Cottignies winning a Gold at the Citywealth Powerwomen Awards and the award for ‘Rising Star Under 40’ at this year’s Wealthbriefing European Awards, and Manager Daniel Cavey once again being included in ePrivateClient’s Channel Islands Top 35 Under 35 list.
Heather Tibbo, Group Co-Head of Crestbridge Family Office Services, said: “The STEP Private Client Awards provide a showcase for the very best practice from across the global private client space, and those firms and individuals shortlisted really are at the top of their game. With that in mind, it’s a real endorsement of the strength and quality of our multijurisdictional team to be named a finalist in two categories.”
Daniel Cavey recognised in ePrivateClient ‘rising stars’ list
Daniel Cavey, Manager in Crestbridge’s Family Office Services team, has once again been included in a list recognising the rising stars of the private client industry in the Channel Islands.
The ePrivateClient Channel Islands Top 35 Under 35 lists the top 70 future industry leaders – 35 men and 35 women – working across the private client sector in Jersey and Guernsey. This is the third occasion on which Daniel has been included in this prestigious list.
Judges considered a number of factors in compiling the list, including individual achievements over the past 12 months and career progression. It is the fifth year the list has been published.
Daniel, who was promoted to Manager at the beginning of the year, has over fifteen years’ experience in the offshore trust business and joined Crestbridge in 2017 with a private wealth and family office background. Over the past four years, he has looked after a number of UHNWI relationships across multiple jurisdictions and with diverse assets and structures.
In particular, he has been heavily involved with the set up and administration of a particular family office structure based in Jersey and has led a number of technical transactions. An ICSA Affiliate, Daniel also holds the CISI Islamic Finance Qualification and oversees the professional development of other members of the team.
Recognition in this list marks a successful first half of the year for Crestbridge, with Co-Group Head of Family Office Services Heather Tibbo being included in ePrivateClient’s 50 Most Influential at the start of the year, and Director Danielle Cottignies winning a Gold at the Citywealth Powerwomen Awards and the award for ‘Rising Star Under 40’ at this year’s Wealthbriefing European Awards.
Heather Tibbo said: “At the heart of our success at Crestbridge is our ability to work together cohesively as a team, and Daniel epitomises this ethos. I am delighted that he has received this recognition as we continue to focus on delivering first-class service in an increasingly diverse and sophisticated international family office landscape.”
Crestbridge Director marks successful year with ‘Rising Star’ accolade
Danielle Cottignies, Director of Family Office Services at Crestbridge, has been recognised with the ‘Rising Star Under 40’ Award at this year’s WealthBriefing European Awards.
The Awards, now in their tenth year, are designed to recognise outstanding organisations and to showcase excellence in European wealth management. The winners are selected by a panel of independent judges deemed to have demonstrated innovation and excellence during the last year.
The Awards were held last night (30th March) at a gala dinner at the Sheraton Grand Park Lane in London.
In granting her the accolade, the judging panel noted they were “hugely impressed with Danielle’s leadership role both within the business but also in mentoring and making things happen. She was a key member of the Return to Office (RTO) forum which managed the operational impact of the COVID-19 pandemic and continues to do so.”
The win comes in a successful year for Danielle, who is based in the firm’s Jersey office and has over 10 years’ experience in the finance industry working closely with a number of UHNWIs and significant families across the globe.
Having been promoted to Director last year, Danielle was also a Gold winner at this year’s Citywealth Powerwomen Awards, whilst she also has three wins at the Citywealth Future Leaders Awards to her name and two appearances on the ePrivateClient ‘Top 35 under 35’ list over the last few years.
Commenting on Danielle’s award, Heather Tibbo, Group Head of Crestbridge Family Office Services, said:
“Danielle thoroughly deserves this award and recognition – she makes an enormous contribution to our team and always goes above and beyond to support clients. As a firm which cares deeply about nurturing talent and supporting development, it’s always fantastic to see our people acknowledged as future leaders in the industry.”
ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, said:
“The organisations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission. These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics.”
Gold Award Winner in Powerwomen Awards
Crestbridge Family Office Services (FOS) has received a double shortlisting in this year’s STEP Private Client Awards.
The team has been named a finalist in both the ‘Multi-Family Office Team of the Year’ and the ‘Large Trust Company of the Year’ categories.
Perceived to be the hallmark of quality within the global private client industry, the Awards recognise excellence amongst lawyers, accountants, barristers, bankers, trust managers and financial advisers.
Winners are selected following a rigorous assessment process involving judges and a panel of independent experts from across the wealth management arena and will be announced at an Awards Ceremony on 14 September in London.
The shortlistings are the latest in a string of successes for the Crestbridge Family Office Services team this year, with Co-Group Head of Family Office Services Heather Tibbo being included in ePrivateClient’s 50 Most Influential list, Director Danielle Cottignies winning a Gold at the Citywealth Powerwomen Awards and the award for ‘Rising Star Under 40’ at this year’s Wealthbriefing European Awards, and Manager Daniel Cavey once again being included in ePrivateClient’s Channel Islands Top 35 Under 35 list.
Heather Tibbo, Group Co-Head of Crestbridge Family Office Services, said: “The STEP Private Client Awards provide a showcase for the very best practice from across the global private client space, and those firms and individuals shortlisted really are at the top of their game. With that in mind, it’s a real endorsement of the strength and quality of our multijurisdictional team to be named a finalist in two categories.”
Group Head once again recognised as one of ‘most influential’
Heather Tibbo is featured in the ‘50 Most Influential’ list, published by ePrivateClient, which recognises and celebrates the 50 most prominent figures from across the private client landscape.
Highlighting achievements, contribution and promotions of key individuals, the annual list identifies those who are at the forefront of driving forward progress in the private client space.
Heather, who has now been included in the list for the past four consecutive years, has over 25 years’ experience in the UHNW sector, working with UHNWIs, their families and institutions to provide a comprehensive range of cross-border family office services to families and corporate clients. As well as being responsible for the Family Office Services business, Heather is also a member of Crestbridge’s Executive team with input to the strategic direction and expansion of the business.
Commenting on being included in the list once again, Heather Tibbo said: “With clients demanding increasingly complex solutions in what is currently a highly challenging environment, being able to point to the calibre of our people and proposition and through consistent recognition in forums like this is really important – not only for me personally, but for my co-Group Head Paul Hunter and our multijurisdictional team as a whole. We are committed to showing leadership in our sector and recognition like this underlines those collective achievements and ambitions as a team.”