Crestbridge Family Office Services has recognised the accomplishments of three members of its team, promoting Niki Moss, Stephanie De Sousa and Juliano Ferreira.
Niki is promoted to Senior Manager. She has over 14 years’ experience in the finance industry, including private client, corporate services, performance and reward management and family office services. She has been involved in the implementation and administration of a variety of trust and wealth management structures for HNW individuals and UHNW individuals across multiple jurisdictions.
Niki has experience in administering a variety of asset classes including financial global asset portfolios, portfolios of artwork and antiquities and luxury assets, such as yachts and private jets. She holds an ICSA Diploma in Offshore Finance and Administration.
Stephanie, promoted to Assistant Manager, has over a decade’s experience in dealing with complex and sensitive structures, and works with both private wealth and corporate vehicles. Recently named in eprivateclient’s list of Next Gen Leaders, Stephanie supports UHNW clients in a number of jurisdictions, including the Middle East, USA, and South America.
Juliano (main picture) joined Crestbridge in 2021 as a Trainee Accountant, supporting the firm across a number of areas include bookkeeping, account preparation, and administration. He has been promoted to Accounts Preparer.
Managing Director at Crestbridge FOS, Paul Hunter, said: “As our firm continues to grow, one of the great privileges of this role is to see talented members of the
team fulfilling their potential. I am delighted for Niki, Stephanie and Juliano on their achievements. On behalf of the senior management team, I wish them the very best of success as they continue on their professional journey.”
