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Jersey Trust acquires wealth management business


The Jersey Trust Company group has acquired specialist wealth management firm Caversham Fiduciary Services along with more than 30 of its staff to boost its private wealth practice.

Jersey Trust Company says the purchase is an important strategic move for the group, which offers wealth management, corporate and fund and employee services in six jurisdictions. The two companies say there will be no redundancies as a result of the deal.

“The fit between the two businesses is excellent,” says JTC group managing director Nigel Le Quesne. “This acquisition will allow us to benefit from an increase in the scale of our operations, while retaining all the benefits of being a truly independent provider with an absolute focus on client satisfaction and service.”
Stephen Whale, formerly managing director of Caversham, will head the enlarged firm’s private wealth practice. He says the two companies share a similar philosophy and approach to business, adding: “JTC is a dynamic and very successful organisation. As part of an enlarged, independent company, we will be able to provide a much broader offering to our clients with a continued focus on quality of service.”

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