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Crestbridge Family Office Services appoints Director to support sustained growth

News
1 November 2022

Crestbridge has appointed Laura Parkes as a Director in its Family Office Services team as the firm continues to enhance its proposition for supporting the increasingly complex needs of globally-dynamic families.

In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.

Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.

With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.

Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.

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

“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.

“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”

 

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Fit for purpose

News
3 October 2022

Crestbridge has appointed Laura Parkes as a Director in its Family Office Services team as the firm continues to enhance its proposition for supporting the increasingly complex needs of globally-dynamic families.

In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.

Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.

With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.

Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.

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

“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.

“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”

 

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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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Double recognition for Crestbridge future leaders

News
6 July 2022

Crestbridge has appointed Laura Parkes as a Director in its Family Office Services team as the firm continues to enhance its proposition for supporting the increasingly complex needs of globally-dynamic families.

In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.

Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.

With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.

Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.

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

“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.

“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”

 

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Five recognised in mid-year promotions

News
1 July 2022

Crestbridge has appointed Laura Parkes as a Director in its Family Office Services team as the firm continues to enhance its proposition for supporting the increasingly complex needs of globally-dynamic families.

In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.

Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.

With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.

Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.

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

“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.

“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”

 

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Double STEP shortlisting highlights strength and quality of Crestbridge team

News
30 June 2022

Crestbridge has appointed Laura Parkes as a Director in its Family Office Services team as the firm continues to enhance its proposition for supporting the increasingly complex needs of globally-dynamic families.

In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.

Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.

With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.

Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.

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

“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.

“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”

 

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Investing together for the greater good

News
14 June 2022

Crestbridge has appointed Laura Parkes as a Director in its Family Office Services team as the firm continues to enhance its proposition for supporting the increasingly complex needs of globally-dynamic families.

In her new role based in Jersey, Laura will work closely with Crestbridge’s award-winning multijurisdictional team to ensure that clients continue to receive a bespoke service and benefit from the firm’s suite of tailored fiduciary services.

Against the backdrop of an increasingly complex global environment, Laura will lead on a number of family office structures administered in Jersey for clients in the Americas, Canada and the UK, whilst also supporting business development efforts in the Americas, including working with Crestbridge Fiduciary, the firm’s US joint venture with Willow Street.

With more than 20 years’ experience in the private client trust industry, Laura has an impressive understanding of the international family office landscape and dealing with multi-jurisdictional fiduciary and corporate structures holding various assets including externally and client-managed private companies, various types of investment portfolios, residential and commercial property, development projects and aviation.

Prior to joining Crestbridge, Laura worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients. Laura holds a Certificate of Offshore Administration, a CMI Certificate in Management and Leadership, is a full STEP member and formed part of a select group of industry individuals to be part of the first Jersey-based Build Back Better programme in Sustainable Finance.

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

“There’s no doubt that the needs and ambitions of globally dynamic families are becoming increasingly sophisticated, whilst at the same time the environment they are operating in is becoming more complex and challenging. The demand for outsourced, specialist, quality support is rising like never before, and with that in mind I am delighted to welcome Laura to our team, as we continue to provide the premium, institutional-grade service families need.

“Her considerable experience in leading specialist teams and delivering the kind of multijurisdictional solutions families and family offices are looking for will add considerable value to our existing proposition and help cement our reputation as a leader in the family office services landscape.”

 

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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.”