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.

Designed to celebrate exceptional young talent across Jersey’s financial services industry, the Awards are now in their seventh year, with Siobhán shortlisted in the ‘Trust’ category.

Having worked in the private client industry for more than six years, Siobhán acts as a trusted point of contact across a number of clients, specialising in supporting Middle Eastern families. She oversees the day-to-day administration of a broad range of complex, multi‑jurisdictional structures, and plays a key role in coordinating service providers and advisors to support investment and governance activity across diverse asset classes. With a keen focus on her professional development, she holds Level 4 and Level 5 in ‘International Finance and Trust Administration’ and the Certificate in Islamic Finance.

Commenting on being shortlisted, Siobhán said

Ahead of Mental Health Awareness Week this month, managers from across Crestbridge FOS’ team were offered the opportunity to take part in the MHFA training. With the latest cohort now successfully trained, 35% of the Jersey team are accredited MHFAs.

MHFA training aims to provide people with the knowledge to identify signs of mental health conditions, give them the skills to be able to provide initial support and signpost to professional help. It also aims to help foster and support a culture of mental wellbeing in the workplace. The training was delivered by Mind Jersey, of which Youthful Minds is a part.

Mental Health Awareness Week, which this year takes place from 11 – 17 May, is an annual event dedicated to increasing awareness about mental health and well-being. It seeks to educate the public on issues surrounding mental health, promote open dialogue, and encourage individuals to seek help if needed.

Now in their second year, the People Awards recognise individuals who consistently demonstrate our core values of integrity, professionalism and agility. With nominations submitted by colleagues across the business, the awards reflect peer recognition of those who go above and beyond in their day-to-day roles.

At Crestbridge Family Office Services (FOS), we invest in programmes that will build practical skills, deepen leadership confidence and deliver lasting value for our people in every stage of their professional and personal growth.

Momentum was created with this in mind. We wanted a leadership programme that moved beyond the conventional, one that genuinely aligned with our ambitions for growth, service excellence and a high-performance culture. Working in close partnership with Royston Guest, a globally recognized business growth strategist, consultant, and author, Momentum was designed specifically for Crestbridge FOS, reflecting the priorities of our business and the aspirations of our people.

Over the course of last year, a group of current and future managers explored themes that define effective modern leadership: commercial mindset, personal brand, meaningful communication, influencing with purpose, and the dynamics of high-performing teams.

Guided by Royston and equipped with a comprehensive leadership toolkit, participants have strengthened their strategic thinking, enhanced their ability to influence and communicate, and gained greater clarity in how they lead.

The programme has already prompted new habits, fresh perspectives and a more intentional approach to leadership across the group.

One of four promotions within the client services team, Charlotte Williamson has been made an Associate Director. With over 15 years’ experience in private client and family office services, she has worked across multiple jurisdictions, administering a wide range of asset classes. Her current focus is on UK commercial and residential real estate, and working with Middle Eastern families.

Tallie Renouf has been promoted to Manager. Working across three large group structures for Middle Eastern family offices, Tallie acts as the primary contact point for family representatives. She was recognised as a NextGen Leader by eprivateclient in 2025.

Siobhán Troy becomes an Assistant Manager. Her role focuses on supporting Middle Eastern clients across a broad range of administrative and client-facing matters. Siobhán recently attained her Islamic Finance Qualification, further strengthening her technical expertise in this area.

Roxana Dumitrache is promoted to Administrator. She completed the Chartered Governance Institute (CGI) IFA Level 4 qualification.

Within the FOS client operations team, Georgiana Lombada also earns promotion to Administrator, having passed her CGI Level 4 Certificate last year.

These promotions recognise the individuals’ achievements and contribution over the past year, and reflect Crestbridge FOS’ ongoing commitment to nurturing talent and supporting professional development.

Extending his congratulations, Steve Le Seelleur, Managing Director, Crestbridge Family Office Services, said: “Delivering the highest possible levels of service demands the industry’s best people. This requires a firm commitment to supporting our team’s professional ambitions, and providing an environment in which colleagues can thrive. We are pleased to announce these latest promotions, which reinforce our growth ambitions as we enter 2026 with confidence and momentum.”

Following the recent announcement about the arrival of new Client Director Ashley Hickman, Crestbridge FOS has appointed a further eight people across its client and business services teams.

Within the client administration team, they include Shelley Parker as Senior Manager, alongside Senior Administrators Anna Costard, Paula Griffiths, Wendy Jackson and Administrators Zac Cloete and Josh Cullinan.

Jordon Scott has also joined as Senior IT Support Technician while Giorgina Lister has been appointed Marketing Manager.

The raft of new starters reflects Crestbridge FOS’ sustained growth trajectory this year, building on a number of senior appointments in 2025. It also underlines the firm’s commitment to providing high-quality services, to support its client base of top-end global families.

In his role, Jersey-based Ashley will take a lead on client service delivery, with a particular focus on the firm’s Ultra High Net Worth (UHNW) clients across the UK, Ireland, the Middle East and Africa. He will also oversee the management of a broad range of trust and corporate structures holding a wide range of assets.

With more than 25 years’ experience in the finance industry supporting the specialist needs of multi-jurisdictional clients, Ashley joins Crestbridge having previously worked for more than two decades at a major global bank. In a number of senior level roles, he has built considerable expertise in the private client sector, providing specialist support in the management of various asset classes including discretionary and advisory managed portfolios, private equity investments, gold and commercial property.

He is a member of STEP and holds the STEP Diploma in International Trust Management.

Ashley’s appointment maintains Crestbridge’s growth trajectory this year, which has seen the addition of significant senior industry expertise to the privately-owned firm’s team, to support its client base of top-end global families.

Crestbridge Family Office Services (FOS) Assistant Manager Tallie Renouf has received further industry recognition, being included in a list identifying future leaders within the private client industry across the UK and Crown Dependencies.

Tallie is one of the industry’s stand-out young talents recognised in the latest ‘UK and Crown Dependencies NextGen Leaders List’, published this month by eprivateclient (8 September).  Through her inclusion in the national list, she is noted as combining a strong academic record and class topping exam results with a firm commitment to continuous self-improvement and professional development.

Tallie works on a number of the firm’s dynamic and complex structures, providing support to Crestbridge’s team of directors, while she has also taken on the role of mentor to other emerging talent in the team and helps with the organisation of various initiatives as part of firm’s charity committee.

The annual list from eprivateclient recognises and celebrates young practitioners working in diverse areas of the private client sector across the entirety of the UK as well as Jersey, Guernsey and the Isle of Man. In compiling the list, judges consider a number of factors, including expertise, achievements over the past year, career progression and company performance.

Tallie was also featured in eprivateclient’s ‘Channel Islands NextGen Leaders List’, published in June.

Commenting on Tallie’s latest success, Steve Le Seelleur, Managing Director, Crestbridge Family Office Services, said:

“Tallie embodies Crestbridge’s ethos, leading by example to bring intellect, aptitude and drive to our team. She fully deserves this national recognition, which builds on her success earlier this year. Being consistently included in initiatives like this is a reflection of the focus Crestbridge has on nurturing young talent and creating an environment where everyone can grow and thrive.”