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.”

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.”

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.”

Jersey-based Directors Danielle Cottignies and Laura Parkes are included in the ePrivateClient Channel Islands NextGen Leaders List – previously the ‘Top 35 Under 35’ list – published last week. The list recognises and celebrates rising stars from across Jersey and Guernsey’s private client landscape.

In compiling the list, the publication considered a number of factors, including individual achievements over the past 12 months, and career progression.

Danielle was one of the first to join Crestbridge Family Office Services in 2014, rising swiftly to become the team’s youngest director. She leads a large client team and manages several key family office structures, including for Middle Eastern clients that involve multiple asset classes, Shari’a-compliant structures, and multi-jurisdictional factors. She is also a leader within the business in understanding the risks and opportunities of structures with ESG investment and monitoring requirements.

Laura’s career in fiduciary services spans 18 years, joining the Crestbridge team in 2022. She is responsible for a number of mid-cap client family office relationships and leads a team who service over 60 entities. She also supports the firm’s clients with US connections and has supported the onboarding  of new high-profile relationships. Laura is a member of the Society of Trust and Estate Practitioners.

Paul Hunter, Group Head, Crestbridge Family Office Services, said: “Crestbridge has a strong track record in attracting and nurturing talent, and that’s reflected in the inclusion of two of our team in this list celebrating young and emerging Channel Islands leaders. I’m delighted for Danielle and Laura, who have both made huge contributions over the past year. Their approach, attitude and commitment mirrors the values we share as a team.”

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.

Paul Hunter, Group Head of Crestbridge Family Office Services, commented:

“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.”

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.

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

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.”

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.

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

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.

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

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.”