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.”

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.”

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.”

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.

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.”

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.

Published this week (21 October), the annual rankings provide a comprehensive analysis of the leading fiduciary service providers for international private clients. Split into independent and non-independent categories, the rankings this year feature a total of 52 firms, spread across three tiers.

Within the independent category, and for the 6th consecutive year, Crestbridge FOS is included in the top tier.

The rankings are calculated based on a number of criteria including size, reputation, quality and range of service, and performance over the past 12 months.

Commenting on the latest rankings, Heather Tibbo, CEO, Crestbridge Family Office Services, said:

“Our consistent focus is on providing the highest possible levels of service and I’m pleased that this has been reflected once again by being recognised as a top tier firm in these industry benchmark rankings. The fact that we have earned this position on a regular basis is testament to the collective deep knowledge and significant experience of our team. In a complex landscape for families, we remain committed to continuing to enhance our proposition and support families in increasingly diverse ways.”

The full list from eprivateclient can be found here.

Jersey-based Stephanie is included in the ePrivateClient 2024 NextGen Leaders List, published today(9^th September). 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 considers a number of factors, including individual expertise and achievements over the past 12 months, career progression, feedback from colleagues, and the performance of their company.

Stephanie was also included in the eprivateclient 2024 NextGen Leaders Channel Islands List, published earlier this year.

Stephanie has over 11 years’ experience in dealing with complex and sensitive structures on behalf of global families. Working with both private wealth and corporate vehicles, she assists with the establishment and ongoing administration of a broad range of structures for UHNWIs in the Middle East. A mentor to other team members, Stephanie holds the STEP Diploma in International Trust Management.

Heather Tibbo, Chief Executive Officer of Crestbridge Family Office Services, said: “We are really proud of the focus we have as a firm on attracting and nurturing talent and providing an environment for our people to thrive, and that focus is reflected in the fact that our people have featured regularly in this list over recent years.

“As we continue to grow and evolve as an independent and privately owned business, the strength of our team will be pivotal in differentiating us in the market. With that in mind, I’m delighted that Stephanie has been recognised on the national stage. Her enthusiasm, collaborative approach and understanding of the importance of service quality makes her a great ambassador for Crestbridge Family Office Services.”

Niki is promoted to Senior Manager. She has over 14 years’ experience in the finance industry, including private client, corporate services, performance and reward management and family office services. She has been involved in the implementation and administration of a variety of trust and wealth management structures for HNW individuals and UHNW individuals across multiple jurisdictions.  Niki has experience in administering a variety of asset classes including financial global asset portfolios, portfolios of artwork and antiquities and luxury assets, such as yachts and private jets. She holds an ICSA Diploma in Offshore Finance and Administration.

Stephanie, promoted to Assistant Manager, has over a decade’s experience in dealing with complex and sensitive structures, and works with both private wealth and corporate vehicles. Recently named in ePrivateclient’s list of Next Gen Leaders, Stephanie supports UHNW clients in a number of jurisdictions, including the Middle East, USA, and South America.

Juliano joined Crestbridge in 2021 as a Trainee Accountant, supporting the firm across a number of areas include bookkeeping, account preparation, and administration. We are pleased to announce his promotion to Accounts Preparer.

Managing Director Paul Hunter said ‘As our firm continues to grow, one of the great privileges of this role is to see talented members of the team fulfilling their potential. I am delighted for Niki, Stephanie, and Juliano on their achievements. On behalf of the team I wish them the very best of success as they continue on their professional journey.’

In line with the firm’s long-term aspirations, both Emma Sanford, Head of Human Resources, and Simon Logan, Head of Risk and Compliance, have joined the team in order to support its commitment to evolution.

Emma – who has over 20 years strategic and operational experience in Human Resources and Learning and Development across financial services, legal, e-commerce, and public sectors, including most recently in the fund, corporate and fiduciary service provider space – is leading Crestbridge FOS’ HR function. She is playing a pivotal role in implementing a strategy to support the growth of the firm and to reflect the people-focused values of the business.

With particular expertise in talent acquisition, learning and development, employee relations and developing high performing teams, Emma holds an MSc in Human Resources Management from London Southbank University, whilst she is also a verified assessor for occupational, ability and personality tests and holds a Change Management Foundation and Practitioner qualification.

Meanwhile, in his role, Simon focuses on ensuring the business is meeting its regulatory requirements, as well as evaluating the impact of legislative changes and their potential effects on clients and business operations, providing expert insight to colleagues on navigating regulatory matters, and acting as the main contact for the regulatory authorities.

Simon joined Crestbridge FOS having spent six years working within internal audit, followed by a decade in the Tax Office in Jersey, before he transitioned to the financial services sector. He then worked in compliance for a global banking and funds organisation, before taking on a role conducting examinations for the Jersey Financial Services Commission (JFSC).

Both Emma and Simon join the existing senior central services team at Crestbridge FOS, led by CEO Heather Tibbo, that also includes Karen Morris, Head of Finance, Ben Le Lay, Head of Information Technology, and Lesley Piner, Head of Business Development and Marketing.

The growth of Crestbridge FOS’ central team comes at a pivotal time for the firm, which marked its tenth anniversary last year and is now embarking on a new and ambitious growth journey as a fully independent and private business. Earlier this year, the business completed its move to new headquarters in Jersey.

Commenting on the growth of the team, Heather Tibbo said:

“We are continuing to build on the success we have achieved over the past decade and look to the future in this new era as an independent business. We remain absolutely committed to growth and evolving our market-leading proposition, with an ambition to cement our reputation as a major, people-focused player servicing the needs of global families. The strengthening of our central team is a fundamental part of that.

“Working in a collaborative, supportive, open and honest way has always been at the heart of our team ethic and I firmly believe that, with this central team now in place, we have a formidable amount of collective expertise, putting us in a strong position to approach the future with confidence, ready to adapt to and support the shifting needs of families.”