Stephen Whale

Group Director - Private Wealth Services

Email stephen.whale@jtcgroup.com Call +44 1534 816 275

Stephen joined JTC in 2010 and heads up the company’s Private Client Services division in Jersey.

He started his career with PwC in London before moving to Jersey and joining Caversham Fiduciary Services where he worked for over 17 years, ultimately leading the business as Managing Director.

Stephen is a Chartered Accountant with extensive commercial experience and specific expertise in wealth planning for clients based in East Africa and the Middle East, and for UK non-residents investing in the UK.

Stephen has previously served as a committee member of the Jersey Association of Trust Companies and was included in the Citywealth Leaders List under the ‘Trustees’ and 'Private Client Trustees' categories in 2015, 2016 and 2017.

Qualifications

BA (Hons), FCA, FCCA

In their spare time

Stephen is married with two children and, when not spending time with his family, he is a fan of all forms of motorsport and gives free reign to his creative talents as a keen amateur photographer.

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