Crestbridge Family Office Services has awarded promotions to four members of its team in Jersey, as the firm looks to maintain its growth journey in 2025 as an independent and privately-owned firm.
Daniel Cavey (pictured), who has significant experience working with complex structures spanning multiple jurisdictions including Switzerland, Cayman and the US, and Debbie Donaldson, who has a particular focus on supporting the objectives of high net worth Middle Eastern families, have both been promoted to Senior Manager.
In addition, Marta Latek, who provides a critical role as part of the team responsible for the day-to-day administration of one of the firm’s largest clients, has been promoted to a next level Administrator, and Jack Rondel, who provides support for multiple clients, becomes an Administrator.
Effective from 1 January 2025, the promotions recognise the achievements and contribution of these team members to the business over the past year, whilst also evidencing Crestbridge FOS’ ongoing commitment to supporting professional development and nurturing talent.
Congratulating those being promoted, Heather Tibbo, Chief Executive, Crestbridge Crestbridge Family Office Services (FOS), said: “Supporting the professional ambitions of our people and giving them the opportunity to thrive is something that is absolutely embedded in our culture as an independent and privately-owned business, and with that in mind it’s wonderful to see these members of our team developing with the business and receiving the recognition they deserve. 2024 has been another busy year in our journey as a firm, and it is testament to the shared contribution of our whole team that we are in such a strong position as we look forward to another exciting year of growth and evolution in 2025.”
