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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.

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.
Heather Tibbo,  CEO of Crestbridge Family Office Services

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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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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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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Crestbridge Family Office Services (FOS) has been granted ‘approved employer’ status by the Association for Certified and Chartered Accountants (ACCA), recognising the focus the business has on enabling its people to achieve their professional development ambitions.

Underlining Crestbridge FOS’ strategy of providing its people with an ongoing skills and qualification journey throughout their career, it has been accredited as an ‘ACCA Platinum Approved Employer for Trainee Development’ and as an ‘ACCA Approved Employer for Professional Development’.

The accreditation will provide various benefits to ACCA members at Crestbridge FOS who are studying for ACCA exams and following the ACCA CPD programme, whilst it also reflects the quality of Crestbridge FOS’ training and professional development framework.

As well as being accredited by ACCA, Crestbridge Group is also a STEP Platinum Employer Partner and provides ongoing continuous professional development opportunities for its people across a wide range of industry bodies, including in Islamic Finance.

Learning and development is a key strategic part of Crestbridge’s success and a critical part of our infrastructure. Our focus is on nurturing talent and empowering our people to achieve their goals through tailored, diverse and structured development programs. Our accreditation through ACCA reflects that focus, reinforcing our industry-leading framework for learning and development and our ambition to attract the very best talent.
Paul Hunter, Group Head of Crestbridge Family Office Services,
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Elliott Carlow and Elisabeth Philippe
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Two professionals in Crestbridge’s Family Office Services team have been recognised in an awards initiative designed to champion the best emerging talent from across the international private wealth landscape.

Elisabeth Philippe, Senior Manager, and Elliott Carlow, Manager, both won silver awards in the Citywealth Future Leaders Awards 2022, in the ‘Trustee of the Year – Manager’ and ‘Accountant of the Year’ categories respectively.

The Awards were announced at an event in London last week, with winners being selected through a combination of online voting and an independent panel of professionals in the private wealth management sector.

Now in their seventh year, the Awards are designed to identify young professionals from right across the international wealth sector who make in impact in their profession and in the industry and contribute positively to the communities where they work.

It is the third successive year that Elisabeth has been nominated in the Awards. She has over 16 years’ experience in the finance industry providing private client services to HNW and UHNWIs and family offices and has been involved in the establishment and administration of a variety of trust and private wealth management structures across multiple jurisdictions including Jersey, the US, BVI and Cayman. Elisabeth is ACCA qualified.

Meanwhile, Elliott, who has been nominated for the Awards for two consecutive years, has over 16 years’ experience in the offshore financial services industry, spent in Cayman and Jersey, working across private equity, real estate, mezzanine debt, Shari’a compliant instruments and listed equities and securities. He is a Chartered Certified Accountant.

Crestbridge Family Office Services has a really strong commitment to nurturing young talent and supporting our people throughout their professional journey, and that is reflected through these award wins.

I’m really pleased for Elisabeth and Elliott, who both make such a significant contribution to our team and the business more widely, and who are incredibly appreciated by clients.
Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge
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Daniel Cavey, a Manager in Crestbridge’s Family Office Services team, has received further recognition for his expertise and industry knowledge after being included in a list recognising the rising stars of the private client industry across the UK and Crown Dependencies.

The ePrivateClient Top 35 Under 35 list was published on 5th September and lists the top 70 future industry leaders – 35 men and 35 women – working across the private client sector in the UK, Jersey, Guernsey and Isle of Man.

 

The inclusion marks a successful year for Daniel. Earlier his year, he was included in the ePrivateClient Top 35 Under 35 list for the Channel Islands, for the third consecutive year.

A number of factors were considered by the panel of judges in compiling the annual list, including individual achievements over the past 12 months and career progression.

With an impressive 15 years’ experience in the international trust business, Daniel was promoted to Manager at the beginning of the year, having joined Crestbridge in 2017 with a private wealth and family office background.  An ICSA Affiliate, Daniel also holds the CISI Islamic Finance Qualification and oversees the professional development of other members of the team.

The focus we place on looking after our people and ensuring they have the tools to succeed is central to our objective of delivering a first class service to clients. I’m delighted for Daniel, who has featured regularly in industry rising stars lists within the Channel Islands and has now received recognition at a national level too. His success is a reflection of the cohesive, collaborative approach of our team as a whole and our collective commitment to service excellence.
Heather Tibbo, Group Head of Crestbridge Family Office Services
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Elisabeth Philippe and Elliott Carlow
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Two of Crestbridge’s award-winning Family Office Services team have once again been shortlisted in an awards initiative designed to identify future leaders in the international private wealth industry.

Elisabeth Philippe, Senior Manager, has been named as a finalist in the ‘Trustee of the Year – Manager’ category of the Citywealth Future Leaders Awards. It is the third successive year Elisabeth has been shortlisted in the category, winning a Bronze in last year’s Awards.

In addition, Elliott Carlow, Manager, has been shortlisted in the ‘Accountant of the Year’ category. Elliott was also shortlisted in the Awards in 2021.

Now in their seventh year, the Citywealth Future Leaders Awards provide a platform for celebrating emerging talent and championing young professionals under 40 in the international wealth sector who excel in their profession, play a leading role in their organisation’s success and look set to be the leaders of tomorrow.

Winners will be selected through a combination of an online voting process and an independent panel of professionals in the private wealth management sector, and will be announced at a ceremony in London in November.

The fact that individuals from our Family Office Services team continue to be featured so prominently in these awards year after year reflects our commitment to nurturing our talented employees, promoting professional development and challenging our people to be the best they can be. I am delighted for Elisabeth and Elliott for their success and wish them the best of luck in the judging process.
Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge
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Clare Stotesbury, Emma Dendy, Jack Harvey, Joel Lucas-Villar, Jordan Sewrey
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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.”