Three members of the Crestbridge Family Office Services team have been recognised in a newly published list identifying future leaders from across the private client industry in the Crown Dependencies.
Senior Manager Andreia Sheppard (pictured) and Senior Administrators Stephanie de Sousa and Hannah Le Claire have all been included in the ‘2024 eprivateclient Crown Dependencies NextGen Leaders’ list. The list recognises and celebrates young practitioners working in diverse areas of the private client sector in Jersey, Guernsey and the Isle of Man.
Those recognised in the list are judged on 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.
With more than 18 years’ experience in the finance industry, Andreia joined Crestbridge Family Office Services (FOS) in 2023 and specialises in trust and wealth management structures for high-net worth and ultra-high net worth families from the Middle East and Europe. She has extensive experience with structures holding luxury assets, including works of art and gold as well as entities involved with the management of luxury yachts. Responsible for managing a team of administrators, Andreia also holds the STEP Diploma in International Trust Management.
Meanwhile, Stephanie has over 11 years’ experience in dealing with complex and sensitive structures on behalf of families. Working with both private wealth and corporate vehicles, she has assisted with the establishment and ongoing administration of wealth management structures for UHNWIs in the Middle East, USA and South America. A mentor to other team members, Stephanie is also fully qualified with a STEP Diploma in International Trust Management.
Hannah has worked in the international financial services industry for more than a decade. In her current role, she is responsible for the administration of a variety of client groups, working across structures including discretionary and charitable trusts, private trust companies, companies and foundations, holding a variety of assets including shares in private companies, private equity investments and real estate in multiple jurisdictions. She is currently studying towards a STEP qualification.
Paul Hunter, Managing Director, Crestbridge Family Office Services, said: “Crestbridge has featured consistently in this list for a number of years, reflecting the focus we have on attracting and nurturing talent and providing an environment for our people to thrive. As we embark on our new journey as we continue to be independent and privately owned business and with a keen eye on our future growth, never has this focus been more important. I’m delighted for Andreia, Stephanie and Hannah, whose energy, enthusiasm and collaborative approach makes them true future leaders of our industry and fantastic ambassadors for Crestbridge.”
