Insights

Appointments / 26 October 2015

Crestbridge announces key appointment to Family Office business as part of continued expansion

key appointment

Joining current directors Paul Perris and Heather Tibbo, Paul will help drive the development of the trust and company business which offers a bespoke multi-jurisdictional service to High Net Worth and Ultra High Net Worth individuals and their families wishing to preserve and protect their wealth.

Paul is a leading industry figure and brings with him over 20 years’ experience in the Family Office industry, with specialist knowledge in dealing with clients from Latin America, the UK, Germany, Switzerland, the Netherlands and Jersey. He has significant experience in the administration of a wide range of multi-jurisdictional structures and asset classes including marketable securities, real estate, artwork and aircraft.

A frequent visitor to both North and South America, Paul speaks Spanish and French, and has a basic knowledge of Portuguese and German. He is a Chartered Secretary, a member of the Chartered Insurance Institute and holds the Financial Planning Certificate. He is also named in CityWealth’s List of Prominent Trustees.

In tandem with Paul’s appointment, Crestbridge has also made two other appointments to its Family Office Services team, welcoming Carly Bowen as an Assistant Manager and Michael Alfano as an Administrator. Each bring a variety of skills and experience which build upon the solid foundations of the existing team of professionals.

Graeme McArthur, CEO, Crestbridge, said:

“Family Office Services represents one of Crestbridge’s key business areas where we have seen considerable growth since its launch just two years ago. I am delighted to welcome Paul to the team. His knowledge and international experience will undoubtedly help Crestbridge maintain momentum in the family office space, whilst the significant addition of resources to the team more widely is a reflection of our desire to build on recent success and continue to support clients with high quality family office and trustee services.”