Based in Jersey, Heather is a member of the Board of Managers at Crestbridge Fiduciary and co-group head of Crestbridge Family Office Services. Heather has over 25 years’ experience in the UHNW sector. She has worked with UHNWIs, their families and institutions to provide a comprehensive range of family office services to families and corporate clients based in multiple jurisdictions. Heather also has extensive experience in the management of client and intermediary relationships.
Heather worked in London for 11 years before returning to the Jersey in 2010, when she helped set up and develop a stand-alone office for a wealth management firm until she joined Crestbridge.
Heather is a lawyer by background and in this capacity, has previously advised individuals, intermediaries and trustees in relation to offshore matters. Subsequently, she became involved in assisting in the development of wealth management organizations, focussing on her strong relationships with advisors and their clients.
For the past three years, Heather has been named on ePrivate client’s 50 Most Influential List, 2021, 2020 and 2019. The prestigious list recognizes and celebrates the most prominent and accomplished professionals working in the finance industry in the UK and British Crown Dependencies. She is also the winner of Citywealth's Powerwomen Awards "Woman of the Year - Director (Financial Organisation)" 2021 and "Woman of the Year - Leadership (Financial Organisation)" 2018, a silver winner in 2020 and a bronze winner in 2019.
This year Heather was also named as one of the Top 10 Leading Women Shaping the Private Wealth Sector 2021 by ePrivateclient and won the “Women in Wealth Management (Company Contribution)” category in the WealthBriefing European Awards 2021.