Independent trust, fund and corporate service provider Crestbridge, has further strengthened its Family Office team with the appointment of Mark Fleming as Director.
Mark joins Crestbridge with nearly twenty years’ of experience in the financial services industry, with a particular focus on managing the financial and estate planning interests of HNWIs and UHNWIs and with specific knowledge of the UK, Swiss, and US markets.
Having started his financial services career with KPMG, Mark gained Chartered Accountant status and quickly gained valuable experience auditing significant sized financial institutions. Before joining Crestbridge, Mark worked for more than ten years in the fiduciary services sector at RBC Wealth Management. He was named as one of Jersey’s Future Leaders in Private Wealth in the September 2013 edition of Citywealth, and as one of E-Private Client’s Top 35 under 35 in 2012.
Paul Perris, Head of Fund and Family Office Services, Crestbridge, commented: “We are undoubtedly seeing growth in demand for high quality, robust structures that can support the increasingly complex cross-border needs of family offices. As such, this is an exciting time for Crestbridge and our Family Office services business, and we are delighted to have Mark join the senior team in Jersey. His knowledge and experience will be hugely valuable to us and our clients.”
Crestbridge offers a range of family office, fund, real estate, corporate and capital markets services. The firm has an 18 year pedigree in financial services, administering US$100bn of assets across multi-jurisdictional structures.
Its award-winning Family office team offers a discreet, customised service to meet specific client needs, whether it is for simple administration services for a single asset or a full outsourcing solution for a large family with multi-jurisdictional structures.
Photo: Mark Fleming