Double professional exam success for Family Office Service team

Double professional exam success for Family Office Service team

The Crestbridge Family Office Services team is celebrating a double professional qualifications success.

Anna Anderson, Executive Assistant, and Jordan Sewrey, Administrator, both recently passed exams as part of their qualification program through the Chartered Governance Institute (formerly ICSA).

Anna, who has been at Crestbridge for three years, was successful in passing the CGI Level 4 Certificate in Corporate Governance. She has worked in a number of executive and personal assistant roles for around 15 years. Prior to joining Crestbridge, Anna worked at a global intellectual property management business in Jersey.

Meanwhile, Jordan, who joined Crestbridge in early 2020, passed the CGI Level 4 Certificate in International Finance and Administration with an overall distinction – a particularly impressive achievement given he sat his last exam just two weeks after having had his first baby and enduring a number of sleepless nights. Jordan is responsible for assisting with the day-to-day administration of one of the team’s largest clients, which has a particular focus on private equity and lending. Prior to joining Crestbridge, he worked for a global intellectual property management and technology firm.

Commenting on their success, Group Co-Head of Family Office Services Heather Tibbo said:

“We strongly believe that our biggest differentiator is the quality of our people and for that reason we have in place a comprehensive and fully supported program for professional and personal development to enable every single one of our team to reach their potential. I’m delighted for Anna and Jordan for their latest achievements as part of their ongoing professional development journey.”

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