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Further recognition for Daniel Cavey in ePrivateClient listing

News
14 September 2022

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.

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

“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.”

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Elisabeth Philippe and Elliott Carlow
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Double recognition for Crestbridge future leaders

News
6 July 2022

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.

Commenting on the double shortlisting, Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge, said: “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.”

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Elisabeth Philippe and Elliott Carlow
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Five recognised in mid-year promotions

News
1 July 2022

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.

Commenting on the double shortlisting, Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge, said: “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.”

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Elisabeth Philippe and Elliott Carlow
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Double STEP shortlisting highlights strength and quality of Crestbridge team

News
30 June 2022

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.

Commenting on the double shortlisting, Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge, said: “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.”

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Elisabeth Philippe and Elliott Carlow
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Investing together for the greater good

News
14 June 2022

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.

Commenting on the double shortlisting, Heather Tibbo, Co-Group Head of Family Office Services at Crestbridge, said: “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.”

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Daniel Cavey recognised in ePrivateClient ‘rising stars’ list

News
8 June 2022

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.

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

“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.”

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Middle East hubs are proving to be the sweet spot for family capital

News
7 June 2022

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.

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

“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.”

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Danielle Cottignies featured in Acclaim Magazine

News
16 May 2022

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.

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

“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.”

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Crestbridge Director marks successful year with ‘Rising Star’ accolade

News
5 April 2022

Danielle Cottignies, Director of Family Office Services at Crestbridge, has been recognised with the ‘Rising Star Under 40’ Award at this year’s WealthBriefing European Awards.

The Awards, now in their tenth year, are designed to recognise outstanding organisations and to showcase excellence in European wealth management. The winners are selected by a panel of independent judges deemed to have demonstrated innovation and excellence during the last year.

The Awards were held last night (30th March) at a gala dinner at the Sheraton Grand Park Lane in London.

In granting her the accolade, the judging panel noted they were “hugely impressed with Danielle’s leadership role both within the business but also in mentoring and making things happen. She was a key member of the Return to Office (RTO) forum which managed the operational impact of the COVID-19 pandemic and continues to do so.”

The win comes in a successful year for Danielle, who is based in the firm’s Jersey office and has over 10 years’ experience in the finance industry working closely with a number of UHNWIs and significant families across the globe.

Having been promoted to Director last year, Danielle was also a Gold winner at this year’s Citywealth Powerwomen Awards, whilst she also has three wins at the Citywealth Future Leaders Awards to her name and two appearances on the ePrivateClient ‘Top 35 under 35’ list over the last few years.

Commenting on Danielle’s award, Heather Tibbo, Group Head of Crestbridge Family Office Services, said:

“Danielle thoroughly deserves this award and recognition – she makes an enormous contribution to our team and always goes above and beyond to support clients. As a firm which cares deeply about nurturing talent and supporting development, it’s always fantastic to see our people acknowledged as future leaders in the industry.”

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, said:

“The organisations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission. These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics.”

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Chloë Sorda fights for Kidney Research UK

News
5 April 2022

Danielle Cottignies, Director of Family Office Services at Crestbridge, has been recognised with the ‘Rising Star Under 40’ Award at this year’s WealthBriefing European Awards.

The Awards, now in their tenth year, are designed to recognise outstanding organisations and to showcase excellence in European wealth management. The winners are selected by a panel of independent judges deemed to have demonstrated innovation and excellence during the last year.

The Awards were held last night (30th March) at a gala dinner at the Sheraton Grand Park Lane in London.

In granting her the accolade, the judging panel noted they were “hugely impressed with Danielle’s leadership role both within the business but also in mentoring and making things happen. She was a key member of the Return to Office (RTO) forum which managed the operational impact of the COVID-19 pandemic and continues to do so.”

The win comes in a successful year for Danielle, who is based in the firm’s Jersey office and has over 10 years’ experience in the finance industry working closely with a number of UHNWIs and significant families across the globe.

Having been promoted to Director last year, Danielle was also a Gold winner at this year’s Citywealth Powerwomen Awards, whilst she also has three wins at the Citywealth Future Leaders Awards to her name and two appearances on the ePrivateClient ‘Top 35 under 35’ list over the last few years.

Commenting on Danielle’s award, Heather Tibbo, Group Head of Crestbridge Family Office Services, said:

“Danielle thoroughly deserves this award and recognition – she makes an enormous contribution to our team and always goes above and beyond to support clients. As a firm which cares deeply about nurturing talent and supporting development, it’s always fantastic to see our people acknowledged as future leaders in the industry.”

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, said:

“The organisations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission. These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics.”