Charlie Lucas, who has experience working for clients across a variety of asset classes including discretionary investment portfolios, private equity and real estate, has been promoted to Senior Administrator, whilst Darren Rostron, who provides support for a number of different client structures including discretionary and charitable trusts, private trust companies and foundations, has been made Administrator.

Effective from 1 July 2025, the promotions recognise Charlie and Darren’s achievements over the past year, as well as their ongoing commitment to professional development.

Congratulating them, Paul Hunter, Senior Director, Crestbridge FOS, said:

“Our focus continues to be to ensure we provide an environment where our people can learn, grow and thrive – and it’s in that light that we are delighted to be able to recognise Charlie and Darren’s efforts with the promotions they deserve. Our success as a business is built on the contribution of our whole team, and that’s an ethos that will continue to guide us as we look forward to the second half of 2025 and beyond.”

Tallie is one of the industry’s stand-out young talents recognised in the latest Crown Dependencies NextGen Leaders List, published this month by eprivateclient (11 June). She is noted as combining a strong academic record and a commitment to continuous self-improvement with emotional intelligence and considerable experience – working on a number of the firm’s dynamic and complex structures. She also acts as a mentor to other emerging talent in the team.

The annual list recognises and celebrates young practitioners working in diverse areas of the private client sector in Jersey, Guernsey and the Isle of Man. To be featured in the list, judges consider 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.

Mark Beer, Client Director, Crestbridge Family Office Services, said: “Crestbridge has a strong track-record in nurturing young talent, reflecting our commitment to creating an environment where everyone can thrive. Tallie fully deserves this recognition. She leads by example, through her commitment to professional development, her ability to work as a real team player, and her impressive technical knowledge. Tallie has built strong, trusted relationships with clients, who consistently praise her responsiveness, professionalism, and technical expertise. She is an ambassador for what we stand for at Crestbridge.”

Fabio took part in the Istria 100 by UTMB challenge last month, which saw him cover a distance of 110 kilometres over difficult and technical terrain, including sections of coasteering, forests and canyons.

Competing alongside more than 500 runners from across the globe, Fabio completed the world-renowned ultra-trail race in 15 hours raising more than £1,000 for Youthful Minds, which Crestbridge FOS has chosen to support in 2025 as part of its ongoing commitment to the local community.

Youthful Minds marks its 10th anniversary this year and 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. Supporting Youthful Minds, part of Mind Jersey, is a natural fit for Crestbridge FOS, with the firm having a clear focus on providing services for client families while also placing a significant emphasis on the wellbeing of its own people.

Commenting on his achievement, Fabio said:

“This was a physically, mentally and emotionally challenging event but knowing I was running for such a worthwhile cause in Youthful Minds kept me going even when self-doubt was creeping in. Having my five-year-old son to cheer me on also helped and I was delighted to have crossed the finish line while raising funds and awareness for a charity close to my heart.”

Heather Tibbo, CEO, Crestbridge FOS, added:

“This is an impressive challenge and a significant personal achievement for Fabio and I congratulate him on this fantastic success. He has pushed himself to the limit in order to raise funds for our nominated local charity. The work Youthful Minds does in supporting young people in our community is crucial and aligns with our own company values of placing our people, our clients and their families at the heart of what we do.”

Anyone wishing to donate can still do so here.

The nomination recognises the team’s outstanding response to the firm’s transition to a fully standalone business. Through a disciplined, highly structured, and energetic approach, the team played a critical role in embedding a strong risk culture and ensuring a smooth transition.

The shortlisting reflects the team’s ambition and leadership in driving forward best practice and enhancing governance and risk management across the firm.

Simon Logan, Head of Risk and Compliance commented: “We’re delighted to be recognised for our collaborative effort during a pivotal time for the business. This shortlisting is a testament to the team’s unwavering commitment to delivering best practice.”

Winners will be announced at the ICA Compliance Awards ceremony on 26 June 2025 at the Westminster Park Plaza in London.

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.

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 10^th 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.”

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.”

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 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.”