Held in London recently, the event – of which Crestbridge Fiduciary was once again a sponsor – attracted a record number of attendees. Bringing together more than 560 professionals from across the UK and international private wealth sector, the event explored why trust has become such a multifaceted concept for families, trustees, advisers and jurisdictions in an increasingly complex landscape.

Keynote speaker at the event was former Secretary General of NATO the Rt Hon Lord Robertson of Port Ellen, who set out the macro picture spanning geopolitics, disruption and national resilience, whilst a fireside chat with acclaimed documentary-maker, writer, producer and podcast host Louis Theroux focused on the importance of human connection and authenticity in a divided world.

Based in Wyoming, Mike will play a key role in overseeing Crestbridge Fiduciary’s team of trust professionals while also working closely with senior management in the USA, including Morgan Alleyn, Managing Director, USA and Darrell King, Senior Director, USA, to help steer and grow the firm’s USA operation.

With extensive industry experience and strong technical trust knowledge, Mike most recently acted as Market President at a trust company in Wyoming, where he led a large team responsible for delivering a comprehensive range of services including full-service banking, lending, insurance, wealth planning and trusts.

Prior to that, he founded a consultancy specialising in the real estate investment and senior living segments. He is a Certified Trust and Fiduciary Advisor through the American Bankers Association.

Entitled ‘Trusted Shores’, the half-day event on 22 September will feature a high-calibre line-up of speakers and panellists who will explore why trust matters more than ever against a backdrop of geopolitical uncertainty, and examine how Jersey’s stability, expertise and international outlook continue to support thoughtful decision-making across the private wealth and family office sector.

With more than 500 delegates from Jersey, London and across the UK expected to attend, the Conference has established itself as a key fixture in the private wealth calendar. This year, Heather Tibbo, CEO, Crestbridge Fiduciary, will be attending. Commenting ahead of the event, she said:

The run, which took place in May, was a challenging and diverse mix of city streets, country lanes, and the beautiful but demanding trails of the South Downs, starting at Richmond-Upon Thames and finishing at Brighton Beach.

The annual event typically attracts around 2,000 participants who usually take up to 18 hours to finish – Josh completed the challenge in just over 15 hours.

Funds raised by Josh through the event will be donated to Youthful Minds, Crestbridge Fiduciary’s chosen charity again this year. Part of Mind Jersey, the charity works to support young people’s mental health in Jersey, providing guidance, understanding and safe spaces for those who may be struggling.

The firm’s Compliance and Regulatory Risk team won ‘Compliance Team of the Year – Independent Family Office Services’, whilst there was also individual success with Vicky Edwards, Associate Director, winning the ‘Governance Excellence – Family Office Services’ category and Claudia Rattray, Senior Compliance Administrator, being awarded the accolade for ‘Rising Star in Compliance – Family Office Services’.

Held last month (17 June) at the Royal Yacht Hotel, the inaugural Awards recognise the professionals protecting Jersey’s financial reputation, celebrating leadership, judgement, and integrity across the compliance profession, with winners being selected through an independent judging process.

Commenting on the overall team win, the judges highlighted the firm’s commercial approach to compliance, noting how the firm “demonstrates cross-functional collaboration and Board engagement that goes beyond typical compliance reporting” and its understandings of “how compliance can operate as both a control function and business enabler”.

Meanwhile, in selecting Vicky for her award, the judges noted “the breadth and technical depth of her contribution” and her forward-thinking approach which “goes beyond compliance and represents genuine strategic contribution”.

Vicky has over 10 years’ experience in Risk and Compliance in Jersey and in the UK across the trust and fund services sectors. She holds the ICA Diploma in Compliance (Distinction) and the Advanced Certificate in Fund Administration (Distinction), and was also recently shortlisted in the ‘Financial Crime Prevention Leader/MLRO of the Year’ category of the International Compliance Association (ICA) Compliance Europe Awards 2026.

In addition, judges pointed to Claudia as a team member who has “established credibility and demonstrated meaningful impact” as well as her “learning agility and initiative in the face of operational challenges”.

Claudia has a strong operational background and over 20 years’ experience in the finance industry. Having previously worked in both Jersey and the Isle of Man, she is a member of the Society of Trust and Estate Practitioners (STEP) and holds a Diploma in International Trust Management.

Reflecting on the triple success, Simon Logan, Head of Compliance and Regulatory Risk, Crestbridge Fiduciary, commented:

“Jersey’s appeal as a centre for supporting the needs of sophisticated global families of wealth is built on its foundation of compliance and regulatory risk expertise, and winning these three awards is a reflection of our leading position in these areas. It also serves to highlight our pragmatic approach that ensures compliance is a key part of our value proposition and a true business enabler.”

Amongst those recognised is Emma Sanford, who has taken on additional senior leadership responsibilities to become Advisor the Board as well as Head of Human Resources. In her expanded role, Emma will work with the Board to drive high performance and service excellence across the business, ensuring Crestbridge’s people strategy is aligned to its business priorities.

Emma has over 20 years of strategic and operational experience in Human Resources and Learning and Development, across the financial services, legal, e-commerce, and public sectors. She has particular expertise in talent acquisition, learning and development, employee relations and developing high performing teams.

In addition, Vicky Edwards – who recently won the ‘Governance Excellence – Family Office Services’ category at this year’s Jersey Compliance Awards and was shortlisted in the International Compliance Association Compliance Europe Awards – becomes Associate Director within the firm’s Compliance and Regulatory Risk team.

Melloney Bond has also been promoted to Senior Manager in Client Operations, whilst there are promotions too for Stephanie De Sousa in Client Handling, Sarah Eden in HR, and Morgan Tupper in the Accounts team.

Effective from 1 July 2026, the promotions recognise the achievements, efforts, commitment to professional development, and contribution to the firm’s growth over the past year.

Based in Jersey, Katherine specialises in leading client and intermediary relationships and in her new role will be integral to driving Crestbridge’s growth ambitions and supporting the firm’s commercial approach alongside the CEO, Heather Tibbo and Senior Director, Paul Hunter.

With over 20 years’ experience across trust and company administration, private banking and family office environments in Jersey and Australia, Katherine has considerable expertise in overseeing complex structures for ultra-high net worth families and private clients.

As former head of a single-family office and, prior to that, a director within the multi-family office division of an international financial services firm, Katherine has a proven track record in managing fiduciary and investment structures, leading cross-disciplinary adviser teams and delivering exceptional client service.

As Wyoming’s first chartered trust company, WTC has served its US and international clients with care and distinction for over 30 years, and strongly shares our vision and values. We are pleased to welcome them as we continue our journey of growth and accomplishment.

With less than one week to go until Josh Cullinan takes on the London to Brighton 100km Ultra Challenge on 23 May, the focus has shifted from building fitness to staying consistent, recovering well, and sharpening race-day mindset.

In this Q&A we find out what’s surprised him most on this journey, the hardest part of training and why he chose a challenge that pushes him so far outside his comfort zone as he gets ready to supports Youthful Minds and youth mental health awareness in Jersey.

What’s surprised you most about your journey so far?

Marking Mental Health Awareness Week, CEO Heather Tibbo shares why raising awareness in this space is so important — not only for the charity, but for Crestbridge as a business…

Why did Crestbridge initially decide to support Youthful Minds?