blank_1035_584
Elliott Carlow and Elisabeth Philippe
Share

Two professionals in Crestbridge’s Family Office Services team have been recognised in an awards initiative designed to champion the best emerging talent from across the international private wealth landscape.

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.

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.
Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge
blank_1035_584
Share

Daniel Cavey, a Manager in Crestbridge’s Family Office Services team, has received further recognition for his expertise and industry knowledge after being included in a list recognising the rising stars of the private client industry across the UK and Crown Dependencies.

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.

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.
Heather Tibbo, Group Head of Crestbridge Family Office Services
blank_1035_584
Elisabeth Philippe and Elliott Carlow
Share

Two of Crestbridge’s award-winning Family Office Services team have once again been shortlisted in an awards initiative designed to identify future leaders in the international private wealth industry.

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.

The fact that individuals from our Family Office Services team continue to be featured so prominently in these awards year after year reflects our commitment to nurturing our talented employees, promoting professional development and challenging our people to be the best they can be. I am delighted for Elisabeth and Elliott for their success and wish them the best of luck in the judging process.
Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge
blank_1035_584
Share

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.

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.
Heather Tibbo, Group Co-Head of Crestbridge Family Office Services
blank_1035_584
Share

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.

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.
Heather Tibbo, CEO
blank_1035_584
Danielle Cottignies wins Rising Star Under 40 Award
Share

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.

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.
Heather Tibbo, Group Head of Crestbridge Family Office Services

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.”

blank_1035_584
Danielle Cottignies, Director
Share

Crestbridge’s Family Office Service team has earned further success at this year’s Citywealth Powerwomen Awards, with Director Danielle Cottignies picking up an accolade.

Danielle won Gold in the ‘Woman of the Year – Rising Star’ category at the Awards. The results were announced at an event in London last week (3 March).

The Awards, now in their eleventh year, are designed to recognise individuals and companies leading the way in maximising the potential of women in wealth, champion women in the wealth sector, highlight the female leaders of today and tomorrow, and create a platform for best practice to have a positive social influence on the sector.

 

Our culture is very much a team one, built around supporting each other and celebrating our collective strengths and expertise. I’m delighted for Danielle to be recognised as a rising star in the industry, and for our team to be represented so prominently once again is a great reflection of our shared culture.
Paul Hunter, Co-Group Head of Crestbridge Family Office Services
blank_1035_584
Share

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.

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.
Heather Tibbo commenting on being included in the list once again