Daniel Cavey

Daniel Cavey has extensive experience in wealth management, currently serving as a Manager at Crestbridge Family Office Services since October 2017, following a role as Assistant Manager. Prior to this, Daniel worked as a Trust Officer at SG Hambros from February 2014 to October 2017 and as a Private Client Senior Administrator at RBC Wealth Management from July 2006 to February 2014. Daniel's educational background includes attendance at Hautlieu School from 2004 to 2006 and Haute Vallee School from 1999 to 2004.

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Crestbridge Family Office Services

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Crestbridge Family Office Services helps families preserve and enhance their wealth. Working with trusted advisors, intermediaries, and directly with families, we span six of the leading international finance centres, offering a comprehensive breadth of services from accounting to philanthropic structures. In an increasingly disrupted world, we bring far-sighted planning and create the enduring stability to enable clients to live their lives and pursue their passions. We consider both the family’s needs today, and the dreams of those who will carry its name into tomorrow. Crestbridge Fiduciary Limited is regulated by the Jersey Financial Services Commission.


Headquarters

St Helier, Jersey

Employees

11-50

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