Financed by patient capital, clients and our own, ensuring long-termism prevails
When we established Affinity, in 2011, the goal was simple yet ambitious; to reshape the way wealth management services are delivered. We aim to earn and maintain our clients’ trust, by keeping our promises and delivering on our commitments to them. Our independence and shareholder structure are fundamental to achieving this.
We are regulated by the Jersey Financial Services Commission.
The directors have extensive experience in wealth management, gained whilst working for global financial institutions. Our client numbers ensure we have a detailed understanding of their individual needs. The business is purposely weighted towards senior professionals and utilises the latest technology; meaning clients receive a trusted, high touch, high tech service. We are approachable, flexible and hard working. Meet your team:
Affinity’s culture is one of inclusiveness. The directors are hands-on, sharing their experience with younger members of the team, who in-turn ensure we remain current in our thinking. Our structure provides the opportunity for everyone to progress. We encourage personal development through training and provide financial support towards the attainment of professional qualifications. Everyone is entitled to an attractive benefits package, including pension and private healthcare, together with participation in our well-being programme. Days may be long, but the work is interesting. We enjoy what we do and have fun doing it.Current Opportunities
Community: actively supporting local sports and charities
Education: at schools, internships and via continual professional development (CPD)
Promoting change in our industry: advocating diversity and equality, upholding ethics
Working towards a more inclusive and sustainable economy