Crestbridge Family Office Services’ team has received national recognition once again, with Assistant Manager Stephanie De Sousa being identified as a future leader within the UK and offshore private client industry.
Jersey-based Stephanie (pictured) is included in the ePrivateClient 2024 NextGen Leaders List, published this week. The list recognises and celebrates rising stars from across the private client landscape in the UK and Crown Dependencies.
In compiling the list, the publication considers a number of factors, including individual expertise and achievements over the past 12 months, career progression, feedback from colleagues, and the performance of their company.
Stephanie was also included in the eprivateclient 2024 NextGen Leaders Channel Islands List, published earlier this year.
Stephanie has over 11 years’ experience in dealing with complex and sensitive structures on behalf of global families. Working with both private wealth and corporate vehicles, she assists with the establishment and ongoing administration of a broad range of structures for UHNWIs in the Middle East.
A mentor to other team members, Stephanie holds the STEP Diploma in International Trust Management.
Heather Tibbo, Chief Executive Officer of Crestbridge Family Office Services, said: “We are really proud of the focus we have as a firm on attracting and nurturing talent and providing an environment for our people to thrive, and that focus is reflected in the fact that our people have featured regularly in this list over recent years.
“As we continue to grow and evolve as an independent and privately owned business, the strength of our team will be pivotal in differentiating us in the market. With that in mind, I’m delighted that Stephanie has been recognised on the national stage. Her enthusiasm, collaborative approach and understanding of the importance of service quality makes her a great ambassador for Crestbridge Family Office Services.”
