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

Home > People > Stephen Whale

Stephen Whale

Group Director - Private Wealth Services Jersey,  Mauritius 

Stephen joined JTC in 2010 and leads the company’s Private Wealth Services division in the Channel Islands.

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 has been included in the Citywealth Leaders List under the ‘Trustees’ and ‘Private Client Trustees’ categories since 2015.

Qualifications

  • BA (Hons)
  • FCA
  • FCCA

Awards

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.

Submit an Enquiry

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

  • Personal Details
  • I'm interested in