Entrepreneurial thinkers; working as part of your team; bringing expertise, diligence and creativity

Services

Wealth consulting

Financial lifestyle and asset review, structuring advice and succession planning

Structuring

Including trusts, foundations, family investment companies and corporate administration

Investment savvy trustees

With the option to use external or internal discretionary managers

Managed portfolios

Segregated mandates or access via platform

Private / family office

A combination of our services.

Values

The shared personal values of the five founders form the foundations of our business and guide the way we treat our clients. Work is part of life; we don’t leave our core values at home, instead they inspire the integrity and fairness central to Affinity.

We aim to;

Act in our clients' best interests at all times

Be transparent, caring and responsive

Think creatively and be solution orientated

Make our clients' lives simpler

Scale and size

Whilst client numbers are intentionally small, being high touch and high tech enables our entry-point to be lower than you might expect

Call to discuss

Testimonials

With Affinity we always work with people we know and trust, who make us and our clients feel like they are their absolute priority. With Affinity we always work with people we know and trust, who make us and our clients feel like they are their absolute priority. With Affinity we always work with people we know and trust, who make us and our clients feel like they are their absolute priority.

Partner of a global law firm

Affinity appears to be very focused on building long-term relationships. Our key contacts at Affinity are extremely responsive and we are always able to get hold of people who understand our business, whenever the need arises. Affinity appears to be very focused on building long-term relationships. Our key contacts at Affinity are extremely responsive and we are always able to get hold of people who understand our business, whenever the need arises. Affinity appears to be very focused on building long-term relationships. Our key contacts at Affinity are extremely responsive and we are always able to get hold of people who understand our business, whenever the need arises.

Private Client of Affinity Private Wealth

I have found you to be efficient, clear and hardworking – in short – my kind of people. I have found you to be efficient, clear and hardworking – in short – my kind of people. I have found you to be efficient, clear and hardworking – in short – my kind of people.

Private Client of Affinity Private Wealth