Menu open icon Search icon Close icon facebook twitter youtube instagram linkedin Butterly graphic Facebook share icon Linkedin share icon Email share icon Twitter share icon Download Icon

Stephanie Luis

Manager – Private Client Services

Stephanie works in the Private Client Services Business Operations team on key projects for the division’s operational policies, processes, systems and initiatives.

She also supports the delivery of key projects to ensure an efficient and effective working environment to enable the division to achieve/exceed its Key Performance Indicators and targets.

Stephanie has eight years’ experience working in the finance department at JTC. Drawing on these accountancy skills, she assists with all aspects of data migration, bookkeeping, financial statement preparation and review of tax returns for a family office client and related entities administered within the Operations team.


  • IAB
  • FIA (Acca) (Currently being completed)

In Their Spare Time

In her spare time Stephanie loves spending time with her family, taking her dog out on walks and ending the day with a trip to the beach to watch the sunset.


Our resources and strengths

We value shared ownership

We operate around the principle that if our people have a stake in the business, they will do a better job for our clients.

We invest in people

Over 83% of our employees hold a relevant professional qualification or are working towards this through our dedicated JTC Academy.

We embrace technology

We operate a variety of best-in-class systems to deliver and maintain an impeccable standard of administration and use technology to innovate in both service delivery and efficiency.

We value relationships

We aim to work with clients who share our belief in the importance of building strong relationships over time.

Submit an Enquiry

Please use this short form to help us respond to your enquiry as efficiently as possible.