Tag: News
Five recognised in mid-year promotions
As part of its commitment to quality and building upon its increasing reputation as an employer of choice, Crestbridge Family Office Services has recognised five team members as part of its 2022 mid-year promotions.
Of the senior positions, Clare Stotesbury has been made a Senior Manager and Emma Dendy has been promoted to Manager. In addition, Jack Harvey, Joel Lucas-Villar and Jordan Sewrey have also all been promoted and rewarded with greater responsibility within the team in recognition of their contribution to the business, achievements, expertise and commitment.
In total, the business has promoted 58 individuals, including a number at senior level, across the Group, which now spans nine offices globally including Bahrain, the Cayman Islands, Dublin, Jersey, London, Luxembourg, New Jersey, New York and Southampton.
Congratulating those promoted within the Family Office Services team, Heather Tibbo, Group Head of Crestbridge Family Office Services, commented:
“The family office landscape continues to evolve but collectively our team has been successful in delivering outstanding service to clients in 2022, in what is a highly complex environment. Against that backdrop, I’m delighted to be able to recognise these five individuals for their contribution to the business and their dedication to their own professional development.”
Double STEP shortlisting highlights strength and quality of Crestbridge team
As part of its commitment to quality and building upon its increasing reputation as an employer of choice, Crestbridge Family Office Services has recognised five team members as part of its 2022 mid-year promotions.
Of the senior positions, Clare Stotesbury has been made a Senior Manager and Emma Dendy has been promoted to Manager. In addition, Jack Harvey, Joel Lucas-Villar and Jordan Sewrey have also all been promoted and rewarded with greater responsibility within the team in recognition of their contribution to the business, achievements, expertise and commitment.
In total, the business has promoted 58 individuals, including a number at senior level, across the Group, which now spans nine offices globally including Bahrain, the Cayman Islands, Dublin, Jersey, London, Luxembourg, New Jersey, New York and Southampton.
Congratulating those promoted within the Family Office Services team, Heather Tibbo, Group Head of Crestbridge Family Office Services, commented:
“The family office landscape continues to evolve but collectively our team has been successful in delivering outstanding service to clients in 2022, in what is a highly complex environment. Against that backdrop, I’m delighted to be able to recognise these five individuals for their contribution to the business and their dedication to their own professional development.”
Heather Tibbo featured in the inaugural Leadership Jersey publication
A lawyer by training and with over 25 years’ experience in the private client sector, Heather is responsible for Crestbridge’s Family Office Services business.
A member of the Crestbridge executive team, Heather also manages the US joint venture, Crestbridge Fiduciary LLC. One of the most awarded executives in Jersey’s financial sector, Heather is a consistent feature on ePrivateclient’s Top 50 Most Influential list and in 2021 topped the Women in Wealth Management category in the WealthBriefing European Awards.
As Group Head of a professional services organisation, emphasising the importance of building trusted relationships is central to Heather’s leadership philosophy. She vigorously encourages joined-up and far-sighted thinking throughout her team and promotes regular and open feedback from across the business to nurture a supportive and high-performance culture.
Who has inspired you?
Leading international private client lawyer Richard Hay taught me many important lessons; one of the key ones was that preparation is everything!
I recently read Edith Edgar’s ‘The Choice’. It tells the true story of an Auschwitz survivor who trained to be a psychiatrist and is a study of resilience and self-determination. Her ethos is that everyone has the choice whether to be a victim or a survivor.
How would you describe your leadership style in three words?
Collaborative, supportive, open.
What makes a successful leader?
Empathy. I believe in every scenario it is essential to put yourself in the shoes of the person or team you are working with or leading.
What advice would you give to aspiring leaders?
Follow your gut instincts, treat everything as an opportunity to learn and don’t let ‘perfect’ obstruct progress. Things sometimes go wrong. When they do, rise, reflect and move forward.
Daniel Channing joins the PCD Club “Entrepreneurs’ Boardroom”
Daniel Channing, Director in Crestbridge’s Family Office Services Team, joined an expert panel brought together by the Private Client Dining Club ahead of their first in-person event of 2021 in London.
The panel comprised of a range of individuals from the trust, family office services, private client, legal, banking and accountancy industry.
The panel discussed key issues for entrepreneur clients including challenges and trends that have emerged over the last 18 months. Notably, there was consensus across the panel that, despite initial forecasts, entrepreneurs had been exceptionally active with every indication that this momentum was likely to continue.
Highlights from panel’s engaging discussion are set out in the Entrepreneurs’ Boardroom article in the latest issue of the Private Client Dining Club’s Digital Magazine here.
Recognising expertise and contribution with promotions
A lawyer by training and with over 25 years’ experience in the private client sector, Heather is responsible for Crestbridge’s Family Office Services business.
A member of the Crestbridge executive team, Heather also manages the US joint venture, Crestbridge Fiduciary LLC. One of the most awarded executives in Jersey’s financial sector, Heather is a consistent feature on ePrivateclient’s Top 50 Most Influential list and in 2021 topped the Women in Wealth Management category in the WealthBriefing European Awards.
As Group Head of a professional services organisation, emphasising the importance of building trusted relationships is central to Heather’s leadership philosophy. She vigorously encourages joined-up and far-sighted thinking throughout her team and promotes regular and open feedback from across the business to nurture a supportive and high-performance culture.
Who has inspired you?
Leading international private client lawyer Richard Hay taught me many important lessons; one of the key ones was that preparation is everything!
I recently read Edith Edgar’s ‘The Choice’. It tells the true story of an Auschwitz survivor who trained to be a psychiatrist and is a study of resilience and self-determination. Her ethos is that everyone has the choice whether to be a victim or a survivor.
How would you describe your leadership style in three words?
Collaborative, supportive, open.
What makes a successful leader?
Empathy. I believe in every scenario it is essential to put yourself in the shoes of the person or team you are working with or leading.
What advice would you give to aspiring leaders?
Follow your gut instincts, treat everything as an opportunity to learn and don’t let ‘perfect’ obstruct progress. Things sometimes go wrong. When they do, rise, reflect and move forward.