Stephen le Roy Email & Phone Number
Associate Director @ Ocorian
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Stephen le Roy Location
- Jersey
Stephen le Roy Work
- 2026 -now Associate Director @
- 2020 -2025 Director @
- 2020 -2020 Senior Trust Manager @ SMP Helm Trust Company Limited
- 2016 -2019 Director @
- 2008 -2019 Manager @
- 2016 -2016 Senior Manager @
- 2007 -2008 Partner @
- 2003 -2004 Senior Trust Officer @ Kleinwort Benson
- 1999 -2003 Senior Trust Officer @
- 1986 -1990 Assistant Trust Officer @ CentreTrust Limited
Stephen le Roy Education
- International Compliance Association
International Diploma (Governance, Risk and Compliance)
2022-2022 - The University of Manchester
BSc (Hons) Management with Trusts and Estates (Company and Trust Administration and Management)
2011-2013 - Jersey Business School
STEP International Diploma (Trust and Estate Administration)
2009-2009
Stephen le Roy Skills
- Wealth Management Services
- Wealth Management
- High Net Worth Individuals
- Estate Planning
- Retirement Planning
- Trusts
- Pensions
- Inheritance Tax Planning
- Financial Services
- Private Banking
- Asset Management
- Portfolio Management
- Hedge Funds
- Risk Management
- Investments
- Banking
- Microsoft Office
- Change Management
Stephen le Roy Summary
- Stephen le Roy, based in Jersey, is currently a Associate Director at Ocorian. Stephen le Roy brings experience from previous roles at Aqua Group, SMP Helm Trust Company Limited and DOMINION FIDUCIARY. Stephen le Roy holds a 2022 - 2022 International Diploma in Governance, Risk and Compliance @ International Compliance Association. With a robust skill set that includes Wealth Management Services, Wealth Management, High Net Worth Individuals, Estate Planning, Retirement Planning and more. Stephen le Roy has 2 emails and 1 mobile phone numbers on RocketReach.
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