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Crestbridge Fiduciary is pleased to announce the appointment of well-known industry professional Darrell King to the newly created role of Managing Director, Americas based in New York City.

Darrell brings a wealth of experience and a long and successful track record of supporting international UHNW families and their advisors in the design and implementation of fiduciary structures. He has lived and worked in Canada, Houston, Texas and New York City and has worked with clients across the Americas, Europe, Middle East, and Asia. Further, he has unique and valuable experience, having worked with the wealth management division of a global bank, an international multifamily office, and the US fiduciary team of a global trust and fund services provider.

Darrell brings to Crestbridge Fiduciary a perspective that is both broad and balanced, enabling him to support families in the development of their plans and furtherance of their goals. He excels at acquiring a swift and precise understanding not only of clients’ needs today, but also of those likely to become priorities in the future.

The US, as Darrell observes, remains a highly attractive jurisdiction, proving stable and resilient in the face of international geopolitical and economic uncertainty. Leading global families continue to seek access to US investment opportunities, plan the transfer of family wealth to the next generation now in the US, or plan for their immigration to the US. In all of these cases, the appetite for customized trust structures and service-focused support from specialist providers such as Crestbridge Fiduciary, continues to grow.

Heather Tibbo,  CEO of Crestbridge Family Office Services, commented,“We are delighted that someone of Darrell’s experience and stature has joined the Crestbridge Fiduciary team to further enhance our US offering. His knowledge, industry insight, and reputation in the US marketplace will prove invaluable in helping us to serve our clients, and continue our success and our growth in the years to come.”

Darrell stated,“I’m thrilled to be taking on this important role at Crestbridge Fiduciary, and am very much looking forward to playing my part with this exceptional team. I’m also delighted to be joining a business whose culture is so clearly client-focused, and is shaped by values which resonate so strongly with my own.”

Darrell’s accreditations include the Trust and Estate Practitioner (TEP) and the Certified Financial Planner (CFP) designations. He is also a peer selected Private Client Global Elite Advisor and currently serves as Membership Chair for STEP New York.

Please don’t hesitate to reach out to Darrell to discuss how we may be able to help you and your client families.

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A team of seven colleagues from Crestbridge Family Office Services in Jersey came together last month to take part in a gruelling physical challenge, attempting to climb the three tallest peaks in England, Scotland, and Wales to raise money for a local charity.

The team succeeded in raising over £5,000 in total for Jersey Cancer Relief. The climbs included Scafell Pike in England, Scotland’s Ben Nevis, and Snowdon in Wales, covering a total walking distance of 26 miles and over 3,000 metres of ascent. And all within the space of 24 hours on 4th and 5th August.

The challenge was particularly personal for Andrea Sturges, Manager at Crestbridge Family Office Services, who was herself diagnosed with breast cancer, and received significant practical, logistical, and financial support from Jersey Cancer Relief.

The other team members taking on the challenge with Andrea were Chloë Blampied, Melloney Bond, Chris Cameron, Daniel Cavey, Hannah Le Claire, and Jack Rondel.

Founded in 1968, Jersey Cancer Relief was incorporated as a Jersey charity in 1973 to support cancer patients and their families who were finding it difficult to cope financially because of their illness. The charity offers broad financial assistance where there is a need to Jersey residents affected by cancer in its many forms, from doctor’s fees, supplements, and dressings, to travel to the UK, nursing care, medical equipment, and even loan mobile phones for patients needing to travel to the UK.

Commenting on the fundraising initiative, Andrea said:

“I was 29 when I received my diagnosis and the support and compassion I received from Jersey Cancer Relief was massive – in particular because my son was so young. The practical and logistical help the team gave me during a really difficult time when I had to spend significant periods in the UK for treatment was invaluable. This is my way of trying to give back to a local charity that does a tremendous job – and to complete this challenge with the support of my colleagues makes it even more special.”

Anne Pryke, Chair, Jersey Cancer Relief added:

“There is always so much to think about when someone is diagnosed and receiving treatment for cancer and often it’s the practical and financial implications of the illness that can weigh most heavily on people – particularly where there are young families and frequent trips to the UK involved.

“Jersey Cancer Relief exists to provide support in those areas, so that people can focus on themselves and their families when they need to most, and not the financial burden. We’re really grateful to the team at Crestbridge for their efforts to help raise such a good sum to support our work in the local community.”

Further information about Jersey Cancer Relief can be found here.

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Crestbridge Family Office Services (FOS), a leading independent and privately owned provider of services to global families, has appointed Karen Morris to the position of Finance Director in Jersey.

In her new role, Karen will work closely with the leadership team and Board of Directors at Crestbridge FOS, which marks its tenth anniversary this year, on financial strategy.  Overseeing the operation of Crestbridge FOS’ internal finance team, Karen will be responsible for all aspects of financial reporting, budgeting and forecasting. Karen will also oversee the client reporting function and ensure the successful delivery of clients’ accounting and tax reporting requirements.

With more than 25 years’ accounting experience, 15 of which have been within the offshore financial services industry in Jersey, primarily working on private client structures, Karen is a qualified Chartered Accountant.

Heather Tibbo, CEO, Crestbridge Family Office Services, said:

“ Karen will play a key role in helping to drive our growth strategy as we continue to cement Crestbridge Family Office Services as a leading independent and privately owned player in the market in what is our tenth anniversary year.

“Her commercial approach and multijurisdictional experience together with her leadership capabilities will be pivotal not only in ensuring the ongoing delivery of high-quality accounting and reporting services to clients but also in supporting our progressive journey as a business going forward.”

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Today’s announcement regarding the acquisition of Crestbridge’s institutional businesses to Gen II Fund Services, LLC, a North American fund administration firm, is a significant market development.

Crestbridge Family Office Services, which is not part of this transaction, will continue to operate independently and provide its private client, trust and fiduciary services whilst remaining privately owned. It will continue to support its clients and their advisers with the same commitment and dedication they have experienced over the last ten years.

Having joined Crestbridge ten years ago to establish Family Office Services, Heather Tibbo now takes the reins as Chief Executive Officer with Paul Hunter as Managing Director. They will continue to be supported by the current team of Family Office Services professionals ensuring continuity of services and relationships.

Chief Executive, Heather Tibbo, said:

“Over the last ten years, Crestbridge Family Office Services has demonstrated a clear focus on its specialism for families and ultra-high net-worth clients and advisers. I am excited about the future for our business, our people, and the continuing opportunity to grow and develop our array of services, delivering excellence to our clients and advisers whose interests I firmly believe are best served by our remaining independent.”

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Five experts from Crestbridge Family Office Services’ team in Jersey have been recognised with promotions, as part of the firm’s ongoing commitment to celebrating talent and delivering first-class client service.

The mid-year promotions, which took effect from 1 July 2023, include Clare Stotesbury, who becomes an Associate Director.

In addition, Charlotte Williamson has been made a Senior Manager whilst Melloney Bond has been promoted to Manager, and both Hannah Le Claire and Joel Lucas-Villar become Senior Administrators.

All five have been promoted in recognition of their achievements, expertise and contribution to the business.

Congratulating those promoted, Heather Tibbo, Group Head of Crestbridge Family Office Services, said:

“Client service remains front and centre of our proposition and delivering that means nurturing a high quality, driven and highly knowledgeable team. With that in mind, I’m delighted that five of our professionals have received promotions in recognition of the contribution they have made to the business over the past year, and their ongoing commitment to their own professional development.”

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Senior Business Development Manager, Sophie Campbell
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Crestbridge Business Development professional recognised in Citywealth awards

News
21 June 2023

Senior Business Development Manager at Crestbridge Family Office Services, Sophie Campbell, has been recognised as a leader in her field at this year’s Citywealth Brand Management and Reputation Awards.

Sophie won Gold in the ‘Business Development Manager of the Year’ category, with the accolades being presented at an Awards ceremony held in London this week (20th June).

Now in their eighth year, the Awards recognise the best brands across the private wealth landscape and champion the individuals and teams driving positive change and demonstrating best practice across the marketing, business development, public relations and communications sectors.

Sophie, who joined Crestbridge in January this year, has built a career as a business development specialist over the past ten years, working across the trust and company service provider sector in Jersey to support strategic business goals. As well as working with colleagues to facilitate the onboarding of new clients, Sophie also supports the team’s marketing efforts and is a champion for the business’ client relationship-driven approach. She holds the STEP Diploma in International Trust Management and the ICA International Diploma in Anti Money Laundering.

Commenting on Sophie’s success, Daniel Channing, Director, Crestbridge Family Office Services, said: “In a highly competitive market, it’s imperative that we effectively communicate how we differentiate ourselves.  I’m delighted for Sophie – she has contributed to our business development strategy this year and her efforts, along with those of our wider marketing and business development team, have proved pivotal in cementing our positive reputation.”

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Danielle Cottignies and Laura Parkes
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Crestbridge’s Family Office Services team has secured a double success in a new list identifying future leaders from across the Channel Islands’ private client industry.

Jersey-based Directors Danielle Cottignies and Laura Parkes are included in the ePrivateClient Channel Islands NextGen Leaders List – previously the ‘Top 35 Under 35’ list – published last week. The list recognises and celebrates rising stars from across Jersey and Guernsey’s private client landscape.

In compiling the list, the publication considered a number of factors, including individual achievements over the past 12 months, and career progression.

Danielle was one of the first to join Crestbridge Family Office Services in 2014, rising swiftly to become the team’s youngest director. She leads a large client team and manages several key family office structures, including for Middle Eastern clients that involve multiple asset classes, Shari’a-compliant structures, and multi-jurisdictional factors. She is also a leader within the business in understanding the risks and opportunities of structures with ESG investment and monitoring requirements.

Laura’s career in fiduciary services spans 18 years, joining the Crestbridge team in 2022. She is responsible for a number of mid-cap client family office relationships and leads a team who service over 60 entities. She also supports the firm’s clients with US connections and has supported the onboarding  of new high-profile relationships. Laura is a member of the Society of Trust and Estate Practitioners.

Paul Hunter, Group Head, Crestbridge Family Office Services, said: “Crestbridge has a strong track record in attracting and nurturing talent, and that’s reflected in the inclusion of two of our team in this list celebrating young and emerging Channel Islands leaders. I’m delighted for Danielle and Laura, who have both made huge contributions over the past year. Their approach, attitude and commitment mirrors the values we share as a team.”

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Today’s announcement regarding the acquisition of Crestbridge’s institutional businesses to Gen II Fund Services, LLC, a North American fund administration firm, is a significant market development.

Crestbridge Family Office Services, which is not part of this transaction, will continue to operate independently and provide its private client, trust and fiduciary services whilst remaining privately owned. It will continue to support its clients and their advisers with the same commitment and dedication they have experienced over the last ten years.

Having joined Crestbridge ten years ago to establish Family Office Services, Heather Tibbo now takes the reins as Chief Executive Officer with Paul Hunter as Managing Director. They will continue to be supported by the current team of Family Office Services professionals ensuring continuity of services and relationships.

Chief Executive, Heather Tibbo, said:

“Over the last ten years, Crestbridge Family Office Services has demonstrated a clear focus on its specialism for families and ultra-high net-worth clients and advisers. I am excited about the future for our business, our people, and the continuing opportunity to grow and develop our array of services, delivering excellence to our clients and advisers whose interests I firmly believe are best served by our remaining independent.”

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Today’s announcement regarding the acquisition of Crestbridge’s institutional businesses to Gen II Fund Services, LLC, a North American fund administration firm, is a significant market development.

Crestbridge Family Office Services, which is not part of this transaction, will continue to operate independently and provide its private client, trust and fiduciary services whilst remaining privately owned. It will continue to support its clients and their advisers with the same commitment and dedication they have experienced over the last ten years.

Having joined Crestbridge ten years ago to establish Family Office Services, Heather Tibbo now takes the reins as Chief Executive Officer with Paul Hunter as Managing Director. They will continue to be supported by the current team of Family Office Services professionals ensuring continuity of services and relationships.

Chief Executive, Heather Tibbo, said:

“Over the last ten years, Crestbridge Family Office Services has demonstrated a clear focus on its specialism for families and ultra-high net-worth clients and advisers. I am excited about the future for our business, our people, and the continuing opportunity to grow and develop our array of services, delivering excellence to our clients and advisers whose interests I firmly believe are best served by our remaining independent.”

blank_1035_584
Back to Insights
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Today’s announcement regarding the acquisition of Crestbridge’s institutional businesses to Gen II Fund Services, LLC, a North American fund administration firm, is a significant market development.

Crestbridge Family Office Services, which is not part of this transaction, will continue to operate independently and provide its private client, trust and fiduciary services whilst remaining privately owned. It will continue to support its clients and their advisers with the same commitment and dedication they have experienced over the last ten years.

Having joined Crestbridge ten years ago to establish Family Office Services, Heather Tibbo now takes the reins as Chief Executive Officer with Paul Hunter as Managing Director. They will continue to be supported by the current team of Family Office Services professionals ensuring continuity of services and relationships.

Chief Executive, Heather Tibbo, said:

“Over the last ten years, Crestbridge Family Office Services has demonstrated a clear focus on its specialism for families and ultra-high net-worth clients and advisers. I am excited about the future for our business, our people, and the continuing opportunity to grow and develop our array of services, delivering excellence to our clients and advisers whose interests I firmly believe are best served by our remaining independent.”