Tag: News

Fabio Andrade takes on Istria 100k ultra-trail race in support of Youthful Minds
Crestbridge Family Office Services, Assistant Manager and endurance athlete, Fabio Andrade is set to take on the one of the UTMB world series qualifier, the Istria 100, a world-renowned ultra-trail race in Croatia in April. The race attracts over 2,500 runners from across the globe.
Competing in the 100k distance, Fabio will test his limits through running rugged terrain, medieval towns, deep forests, and breathtaking coastal trails. Fabio is taking on the personal challenge to raise awareness and funds for Youthful Minds, a local mental health charity dedicated to supporting the mental wellbeing of young people in Jersey.
In this Q&A, he shares his motivation, training journey, race day strategy, and the deeper purpose behind his challenge.
Why is raising awareness for youth mental health so important to you?
Mental health support is so important, particularly for young people who may not have access to the help they need. When the charity gave a presentation to our team, and shared stories of those who have benefited from their incredible work, it really resonated with me. As Crestbridge’s chosen charity of the year, I wanted to raise awareness and support their mission. If this effort helps even one young person ,then it will be more than worth it.
How have you been preparing for the race?
I’ve been training for the last five months, dedicating 10-15 hours a week to a mix of road running, trail running, and gym work. Nutrition is a big focus too, I’ve been eating plenty of protein and complex carbs to keep my energy levels up. I did have a setback with a knee injury that slowed me down for a few weeks, but I adjusted my training and kept pushing forward.
What has been the most difficult part of training?
The last five to six weeks have been brutal. Training in the dark and in the cold – it takes a lot of mental strength and motivation. The hardest part is getting out the door, but I remind myself how far I’ve come. I tell myself, ‘If you don’t want to go back to where you came from, get up and get it done.’ That keeps me going!
Do you have a strategy for the race on the day?
I have a simple strategy – take it one checkpoint at a time. I won’t worry about who’s ahead or behind me – just focus on my own race. I’ll stay fueled, hydrated and keep my mindset strong. It’s all about pacing and keeping my body moving forward.
What will be going through your mind as you cross the finish line?
Relief, pride, and probably exhaustion! It will be a huge personal achievement but I’ll also be thinking about why I did this in the first place – raising awareness for Youthful Minds and proving to myself that I could push through.
How can people support your fundraising efforts?
Crestbridge Family Office Services have kindly donated £500 towards the challenge, and I’ve set up a JustGiving page with a goal of raising £1000.
Any donation, big or small, makes a difference. You can donate here: Fabio’s JustGiving
What message do you have for young people struggling with mental health challenges?
There’s always light at the end of the tunnel. Whatever you’re going through, don’t give up hope and be sure to speak to someone.
About Youthful Minds
Youthful Minds is a voluntary participation group in which the young people aim to educate others about Mental Health, tackle and reduce stigma surrounding Mental Health and Mental illness and aims to improve services for Children and Young People in Jersey through sharing the voice of their lived experience. The group meet on a weekly basis and are actively involved in raising awareness and improving services outside of their weekly meetings too. Youthful Minds promotes self-confidence and self-esteem and allows young people to make a meaningful difference within an area they are passionate about.

Crestbridge Family Office Services builds on support for Youthful Minds with donation
Crestbridge Family Office Service (FOS) has continued to build on its recently announced support for local charity Youthful Minds with a donation, coming from the proceeds of an award recently won by the firm’s Head of Finance.
The £500 donation was prize money awarded to Karen Morris, Head of Finance at Crestbridge FOS, following her winning the Jersey Society of Chartered and Certified Accountants (JSCCA) President’s Award for Inspiring Leadership recently.
The accolade, which is in memory of late JSCCA president Chris Stuart, recognises those who have shown inspiring mentorship, prioritised and invested in team members, and helped them reach their full potential. Recipients of the JSCCA award are presented with £500 to gift to a charity of their choice – with Karen choosing Youthful Minds, which is part of Mind Jersey and works to support the mental wellbeing of young people living on the Island.
Crestbridge FOS recently pledged to support Youthful Minds as part of its ongoing commitment to the local community for 2025. The charity was deemed a natural fit due to its alignment with the business’s clear focus on supporting client families and emphasis on the wellbeing of its staff.
Over the coming year, the team at Crestbridge FOS will help the charity, which is led by volunteers and this year marks its 10th anniversary, to raise awareness around mental health in young people and undertake fundraising initiatives to help provide the charity with financial assistance.
Commenting on receiving the donation, Amy Hall, Children, Young Person and Families Service Manager at Mind Jersey, said:
“This is a very welcome donation from Karen and the team at Crestbridge Family Office Services. We’re looking forward to working with the team further as part of their support for us this year, as we continue to raise awareness around mental health in young people in the island.”

Crestbridge Family Office Services appoints Steve Sokić as Chairman to support next phase of growth
Steve Sokić succeeds John Harris, who will remain with the business in a senior advisor role.
Since Crestbridge Family Office Services’ inception in 2013, the independent and privately-owned private client trust and family office focused firm has made a commitment to continuously build on the foundations for growth, an ambition reflected in this new appointment.
Steve’s career within the family office, trust and asset structuring sectors spans over 25 years. It has encompassed global executive management and client oversight roles at IQ EQ, Sanne Group PLC, Royal Bank of Canada and Deloitte. Recognised as an insightful industry commentator, Steve is well known and respected in the private client and family office circles globally, which is also reflected in his recognition via a number of industry awards. He holds several professional qualifications including Chartered Professional Accountant (CPA) and Trust Estate Practitioner (TEP) and he is a tri-national of Canada, Croatia and Britain.
Steve commented:
“Clients’ needs have been and continue to be re-shaped by evolving regulatory, legal, tax, political and socio-economic factors, financial institutions and professional service providers must remain flexible and responsive. Crestbridge Family Office Services has built a truly excellent business in the trust, family office and UHNW private client space and is strongly positioned to thrive in these new times. It is my genuine pleasure and privilege to join Heather and her team in the next phase of their growth journey.”
Crestbridge Family Office CEO Heather Tibbo commented:
“This is an exciting announcement for our business. Since opening our doors in 2013, our vision has been to set new standards of technical expertise and service excellence within our discipline. We are delighted to welcome an industry figure of Steve’s calibre, experience and truly global perspective, whose ambition and passion for the sector mirrors our own. We have bold plans for our future, and unquestionably we have the team to deliver them. We are thrilled to begin this new chapter for Crestbridge Family Office Services and for our clients and partners.”

Crestbridge Family Office Services announces support for local charity Youthful Minds
Crestbridge Family Office Services (FOS) has announced it will support Jersey-based charity Youthful Minds as part of its ongoing commitment to the local community this year.
The decision to support Youthful Minds – which is part of Mind Jersey and is dedicated to supporting the mental wellbeing of young people in Jersey – represents a natural fit for Crestbridge FOS, with the firm having a clear focus on supporting client families and placing a significant emphasis on the wellbeing of its own people and their families.
As part of its support, the team at Crestbridge FOS will help the charity to raise awareness around mental health in young people, and undertake fundraising initiatives over the course of the year to help provide the charity with financial assistance.
Youthful Minds, which marks its 10th anniversary this year, is led by a group of volunteers aged 11-26, all of whom have a passion for raising awareness and reducing stigma around mental health in Jersey. Through its ongoing outreach programme, the charity aims to educate and raise awareness around children and young people’s mental health in Jersey; to reduce stigma around mental health and mental illness in young people; and ensure the voices of those who have experienced mental health problems are heard.
Commenting on the support for Youthful Minds, Heather Tibbo, CEO, Crestbridge FOS, said:
“Supporting the vital work of Youthful Minds is a natural fit for us, aligning perfectly with our values as a business. Families and young people are at the heart of everything we do – both in terms of our clients and our own people, many of whom have young families. We are therefore very alive to the challenges young people and their families face, both professionally and personally.
“The work undertaken by Youthful Minds is absolutely critical in building a safe and supportive environment for young people in Jersey, and we look forward to building a strong relationship with the amazing team at the charity over the coming months.”
Amy Hall, Children, Young Person and Families Service Manager at Mind Jersey, added:
“We are delighted to have the support of the team at Crestbridge Family Office Services this year, in what is an important 10th anniversary year for us. Their support will be hugely helpful as we continue to raise awareness around mental health in young people in the island, and ensure that young people’s voices, ideas and experiences continue to shape and improve mental health services in Jersey.”

Heather Tibbo recognised as ‘influential’ industry professional
Heather Tibbo, CEO of Crestbridge Family Office Services (FOS), has once again received recognition for being one of the leading professionals working in the UK and international private client sector.
Heather is included in the 2025 eprivateclient 50 Most Influential list, published this week. The list, produced annually, celebrates the 50 most prominent figures from across the private client landscape in the UK and Crown Dependencies. Identifying those who are driving progress in the sector, being selected takes into consideration the achievements and contribution of key individuals over the past year.
It is the seventh consecutive time Heather has been featured, reinforcing her position as one of the most authoritative figures in the sector and underlining the impact of her leadership, as the firm has continued to grow as an independent and privately-owned business over the past twelve months.
With more 25 years’ experience supporting the needs of UHNW individuals and families, Heather leads the business’ strategy, culture and values while also managing a number of the firm’s key client relationships. She has played a pivotal role in transforming Crestbridge FOS into a successful and diverse business, providing a comprehensive range of cross-border services to families and corporate clients in multiple jurisdictions.
Reflecting on the recognition and Crestbridge FOS’ growth journey over the past year, Heather said:
“While this recognition is clearly very pleasing for me personally, it is a reflection of the incredible journey that we continue to go on as a team at Crestbridge Family Office Services. Over the past year, we have remained fully focused on our growth and evolution as an independent and privately-owned business adding exceptional people to our fantastic team, supporting the career development of colleagues, gaining industry recognition, and enhancing our suite of services to support the increasingly sophisticated and complex aspirations of our UHNW clients. It is a privilege to lead this team and I’m excited about what we can continue to achieve together in 2025 and beyond.”

Promotions for Crestbridge Family Office Services as firm targets continued growth in 2025
Crestbridge Family Office Services (FOS) has awarded promotions to four members of its team in Jersey, as the firm looks to maintain its growth journey in 2025 as an independent and privately-owned firm.
Daniel Cavey, who has significant experience working with complex structures spanning multiple jurisdictions including Switzerland, Cayman and the US, and Debbie Donaldson, who has a particular focus on supporting the objectives of high net worth Middle Eastern families, have both been promoted to Senior Manager.
In addition, Marta Latek, who provides a critical role as part of the team responsible for the day-to-day administration of one of the firm’s largest clients, has been promoted to a next level Administrator, and Jack Rondel, who provides support for multiple clients, becomes an Administrator.
Effective from 1 January 2025, the promotions recognise the achievements and contribution of these team members to the business over the past year, whilst also evidencing Crestbridge FOS’ ongoing commitment to supporting professional development and nurturing talent.
Congratulating those being promoted, Heather Tibbo, Chief Executive, Crestbridge FOS, said:
“Supporting the professional ambitions of our people and giving them the opportunity to thrive is something that is absolutely embedded in our culture as an independent and privately-owned business, and with that in mind it’s wonderful to see these members of our team developing with the business and receiving the recognition they deserve. 2024 has been another busy year in our journey as a firm, and it is testament to the shared contribution of our whole team that we are in such a strong position as we look forward to another exciting year of growth and evolution in 2025.”

Further recognition for Crestbridge Family Office Services with Wealthbriefing CI accolade
Crestbridge Family Office Services (FOS) has received further recognition for providing top-tier services to global families, being named a winner in the “Independent Trust Company” category at the recent annual Wealthbriefing Channel Islands awards.
Held in Jersey last week (5 December), the Awards – now in their third year – celebrate and recognise individual and team excellence, knowledge and best practice across the private wealth sector in Jersey and Guernsey, with winners being selected by an independent panel of judges.
The win follows on from Crestbridge FOS being successful in the same category at Wealthbriefing’s MENA Awards in Dubai last month – a category the firm has won for two years in a row – with this latest award further underlining its capabilities in supporting families of wealth with their global, complex and increasingly diverse needs.
In selecting Crestbridge FOS for the Award, the judges noted in particular that the firm has continued this year to ‘excel in delivering tailored, high-quality fiduciary services with integrity and expertise’, with a ‘commitment to independence, client trust, and employee well-being’.
Commenting on the award win, Heather Tibbo, CEO of Crestbridge Family Office Services, said:
“This year, we have been acutely focused on continuing to build on the reputation we have earned over the past decade for providing technical excellence and top-tier client service, aligned with our strategy to differentiate ourselves in a highly competitive market. This award, which maintains our recent success in being recognised as a leading independent player in the family office space, is a reflection of those efforts and is testament to the collective expertise and experience of our growing team.”
Stephen Harris, ClearView Financial Media’s CEO, and publisher of Wealthbriefing, added:
“These awards are so beneficial as they give organisations the opportunity to clarify their strategic thinking, have it independently validated, be recognised internally and externally and to celebrate in style with their peers.”

Crestbridge Family Office Services People Awards 2024 – striving for excellence
On November 30th the team gathered together at La Place Hotel in Jersey for a festive celebration. This year, as part of the evening’s proceedings, we also announced the winners of our inaugural People Awards.
The awards have been established to recognise outstanding contributions made by individual team members over the course of the year. Nominations can be submitted by anyone in the firm, and sit across the three categories of our core values Integrity, Professionalism, and Agility. Our judges reviewed all the nominations, ultimately settling on a winner and runner up in each category. Those names announced on the night were:
Integrity: Debbie Donaldson, Manager (winner) for her energy, dedication, kindness, and commitment to her team, and Sarah Eden, HR Business Partner (runner up) for her work with the social committee and championing of inclusion.
Professionalism: Charlie Lucas, Administrator (winner) for his consistently impressive delivery of often highly complex work, and Marta Latek, Administrator (runner up) for her dedication to client service and unswervingly positive disposition.
Agility: Roxana Dumitrache, Team Support (winner) for her tireless and flexible cross-functional support of colleagues, and Ian Carr, Facilities Officer (runner up) for ensuring we benefitted from a comfortable and safe office, made more challenging in this year of relocation.
The variety and quality of nominations in this first year was impressive, making the judges’ task anything but easy. We would like to extend our congratulations to this year’s winners and runners up.

WealthBriefing Award Highlights Crestbridge Family Office Services Middle East Capabilities
Crestbridge Family Office Services (FOS) has once again been named “Independent Trust and Fiduciary Company 2024” at the annual WealthBriefing MENA awards.
Now in their eleventh year, the Awards were held in Dubai last week to celebrate and recognise excellence, knowledge and best practice across the private wealth sector in the Middle East and North Africa region, with winners being selected by an independent panel of judges.
The win reflects Crestbridge FOS’s deep understanding of the Middle East region, a market where it has developed strong relationships over a number of years, supporting the global and increasingly complex objectives of a growing number of families based in the region.
In selecting Crestbridge FOS for the Award – which the firm also won last year – the judges noted in particular ‘the firm’s dedication to the Middle East, evidenced through its continued enhancement of Sharia-compliant structures’, as well as its wider growth and evolution as an independent business over the past year.
Heather Tibbo, CEO of Crestbridge Family Office Services, commented on the award win:
“To have won this particular Award for the second year in a row is a reflection of our sustained focus on delivering superior client service to families in the Middle East. This is a region where, as a team, we have gained considerable experience and knowledge over a long period of time. There is no doubt that clients appreciate our team’s ability to understand their needs and demands as well as our specific Islamic Finance capabilities, and we continue to focus on enhancing our service capabilities in this important region.”
Stephen Harris, CEO of ClearView Financial Media’s and publisher of WealthBriefing, added:
“We have seen a marked increase in entrants and interest in all our global awards programmes and Wealthbriefing MENA is no exception. These awards are so beneficial as they give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, and be recognised internally and externally.”

Karen Morris receives 2024 JSCCA President’s Award for Inspiring Leadership
We are delighted to share that Crestbridge Family Office Services’ Head of Finance Karen Morris has been selected as the recipient of this year’s President’s Award for Inspiring Leadership.
The award, which honours the memory of late JSCCA president Chris Stuart, recognises those who have shown inspiring mentorship, acted as an ambassador of the profession, prioritised and invested in team members, and helped them reach their full potential.
Karen has played a key role in supporting her team as the firm has undergone a transition, continuing its journey as an independent and privately owned business. Not only did Karen oversee the restructuring of her team and the redefining of its role, but did so while successfully carrying out day-to-day responsibilities of the business to clients, partners, and others.
Heather Tibbo, Chief Executive Officer of Crestbridge Family Office Services commented: ‘This is fitting recognition of Karen’s innate leadership skills and tireless dedication to her team and the firm. Successfully managing change demands operational expertise, resilience, empathy, and the ability to unite the team around a vision. Karen has demonstrated all of these qualities and more, and is a worthy recipient of this award’.
In addition to the award, Karen has earned a £500 donation to the local charity of her choice. She has selected Youthful Minds, part of Mind Jersey, who work to raise awareness and reduce the stigma around mental health in Jersey.