Building responsible futures
We build proactive, long-term relationships grounded in purpose and responsibility. Whether through advice, planning, or management, we work together to secure your future, safeguarding your assets and your family, and ensuring your wealth aligns with your values.
We are accessible
We are always here to answer your questions and address any concerns you might have. Our goal is to make complex subjects straightforward and understandable, ensuring you feel well-informed and supported.
We are proactive
We take a proactive, hands-on approach to your needs. By anticipating challenges and working diligently, we aim to simplify your experience and achieve outstanding results. We believe that great results come from active involvement and dedication.
We are creative
Our solutions are tailored to your individual needs and values. We foster a culture of continuous learning and encourage innovative thinking, always seeking new ways to improve and adapt our strategies to better meet your objectives.
Our Team
Our team is friendly and approachable, committed to continuous improvement and proactive solutions. We work collaboratively to uphold high standards and create a supportive, progressive work culture.
Meet our teamOur 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.
Using our range of services, we build tailored solutions for families, high net-worth individuals, intermediaries and businesses. Our approach is informed by our clients’ needs – for now and in their future, driven by our collective responsibility.
Our Story So Far
Founded in 2011, in the wake of the Global Financial Crisis, with a desire to do things differently. Scroll through the years to see what we have been up to
September 2024
Succession Plan to remain independent and owner-managed announced
May 2024
Finalist for STEP Trust Company of the Year (midsize)
October 2023
Winner of the Jersey Finance Sustainable Finance – Investment Management Award
May 2023
Finalist for STEP Trust Company of the Year (midsize)
May 2023
Became a partner firm to FEIFA
January 2023
The unitization of our Sustainable Growth Strategy via a Dublin UCITS Fund
January 2023
Large donation made to two stregies with Blue Marine
2022
PAM Awards Shortlisted
June 2021
Pivoted to become a dedicated responsible and sustainable investment business
April 2021
Became signatories of the UN Principles of Responsible Investment
October 2020
Moved into a new, more sustainable office, at a time when many were questioning the future and function of such space
September 2020
Revenues of £8.7 million, despite the challenges created by the global pandemic
June 2020
Acquired Pinnacle Trustees Limited, a leading independent fiduciary services provider
April 2018
The first Jersey company to participate in the UN Global Compact
December 2017
We launched our Sustainable Growth Strategy enabling clients to align their values with their wealth
September 2017
Business revenues exceeded £3 million for the first time
April 2016
Established partnerships with external platform providers to broaden access to our investment solutions of the Year (midsize)
June 2015
Affinity’s Internship Programme launched
August 2014
The growth of our business prompted a move to a bigger office space
October 2013
Our trust business incorporated its first Family Investment Company
May 2013
Affinity won Industry Newcomer of the Year at the Citywealth Magic Circle Awards
April 2012
We welcomed our first trust and investment clients
December 2011
Founded in 2011, in the wake of the Global Financial Crisis, with a desire to do things differently
October 2011
Our regulatory licences were awarded by the JFSC
An independent wealth management company providing advice, structuring and investment solutions.