Affinity Private Wealth partners with Ocean Culture Life to Give a Voice to the Ocean through Storytelling Grants
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Aligning your wealth
with your values
Private Wealth
Protect your wealth to ensure it contributes to your ideal future. Working together to understand your needs, we can establish and manage trusts and foundations, family investment companies and provide corporate services.
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Whether you are an investor or an adviser, we offer a range of services and recourses to help build responsible, long-term investments – be that discretionary management, investment oversight or tools such as our Model Portfolio Service.
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Our values
The business actively encourages staff to challenge decisions and behaviours that are not aligned to our values.
Authentic
Open minded in our outlook, we lead with our clients’ needs, whilst being true to who we are and what we do. We create and sustain long-term relationships, founded on honesty, reliability and professional excellence.
Inclusive
We work to promote change, advocating for diversity and inclusion; believing everyone has valuable contributions to make. We prioritise collaboration, creating a culture which engenders teamwork and an entrepreneurial mindset.
Sustainable
We are committed to building a sustainable enterprise, behaving in an ethical way is integral to this and helps maintain the trust and confidence of our stakeholders.
Trusted by clients
globally
Our commitments
We work together to ensure your future is in safe hands, by taking care of your assets and your family, making certain your wealth is aligned with your values.
Responsibility
We believe in stakeholder capitalism, considering the needs of clients, employees, suppliers, and society. Our commitment to corporate citizenship is evident through our participation in the UN Global Compact.
Accessibility
We facilitate informed decision-making with straightforward communication and transparent fees. We're readily available to address any client queries or concerns.
Innovation
We foster a culture of curiosity and personal growth, championing inclusivity and diversity. This empowers our team to drive innovation and creativity in our processes, leading to optimal client outcomes.
Action
We believe in proactive, honest, and hands-on trust and investment management. Our approach simplifies clients' lives and ensures the best possible outcomes.
Our awards and partnerships
Our Story
Founded in 2011, in the wake of the Global Financial Crisis, with a desire to do things differently
More about us2011
Our regulatory licences were awarded by the JFSC and this year also saw the launch of our discretionary strategies – Growth, Real Return and Income
2018
The first Jersey company to participate in the UN Global Compact
2024
Succession Plan to remain independent and owner-managed announced
An independent wealth management company providing advice, structuring and investment solutions.