Crestbridge Sustainability - SustainabilityTracker.com

Crestbridge is a financial services business whose sustainability-related content focuses mainly on ESG advisory, responsible investing roles, and community support. The material also shows internal commitments to professional development, technology and change, and inclusion, including International Women’s Day messaging about creating an environment where each person can thrive regardless of gender. In its Middle East business, ESG advisory and reporting services are listed among its capabilities. The content also includes charitable fundraising and awareness activity by staff members in support of autism-related causes.

International Women’s Day 2024

As part of our tenth anniversary celebrations, we’ve been reflecting on what matters to us – as a team, as individuals, and as a business – and the beliefs and actions that shape success. Creating an environment where each of us can thrive, regardless of gender is fundamental to our team culture and business progression, and always will be. Today we celebrate International Women’s Day. Every day we #InspireInclusion

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Fundraising for Autism Jersey

Director Laura Parkes shared insights into her journey – a challenging trek to raise funds and awareness for Autism Jersey. She said she would be joining a group of fellow #awesomeforautism trekkers over tough terrain, within an unforgiving climate, for five full days to and from the remote Lost City in Colombia to raise money for this charity. She also thanked Crestbridge Family Office Services for their donation and support.

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Professional qualifications achieved

Crestbridge Family Office Services’ commitment to professional excellence has been reinforced recently, with four members of the team achieving exam success through key industry bodies. Bethany Scott passed the Chartered Governance Institute’s International Qualifying Programme ‘Risk Management’ paper, Marta Latek and Georgiana Lombada passed the Level 4 exam module of the CGI International Finance Administration professional qualification, and Joel Lucas-Villar completed the STEP Diploma in International Trust Management, becoming a full STEP member.

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Chief change officer appointed

James Young has been appointed to the role of chief change officer within Crestbridge's senior leadership team as part of the business' ongoing commitment to its technology and change strategy. In his new role, he will take a lead and provide oversight on key change and technology initiatives across the business, working in close collaboration with all of Crestbridge's key service lines and group functions to ensure a holistic and joined-up approach to digital implementation and change.

ESG advisory capability

Yasira, formerly Crestbridge Bahrain, says its expertise spans fund and trust administration, corporate solutions, ESG advisory and advanced data analytics and reporting services for fund and asset managers, family offices, sovereign wealth funds, and banking institutions in the Middle East.

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