News and Views

Investing Is Not Just a Numbers Game: Aligning Wealth, Purpose, and Perspective

Katie explores how investing has evolved from being purely numbers‑driven to a human, family‑focused process. She highlights the importance of emotions, education, and involving all generations in conversations to build strong, resilient family wealth and prepare the next generation to manage it confidently.

February 27, 2026

Investing Is Not Just a Numbers Game: Aligning Wealth, Purpose, and Perspective

Katie explores how investing has evolved from being purely numbers‑driven to a human, family‑focused process. She highlights the importance of emotions, education, and involving all generations in conversations to build strong, resilient family wealth and prepare the next generation to manage it confidently.

February 27, 2026

Affinity Private Wealth appoints Elizabeth Shaw as Group Director as part of Succession plan

We are delighted to announce the appointment of Elizabeth Shaw as Group Director of Affinity Private Wealth. Since joining the firm three years ago, Elizabeth has been instrumental in helping manage the trust client facing team whilst delivering exceptional client service to her portfolio. ‍

January 21, 2026

Our Year in Review

2025 has been a year of change and opportunity. From the strategic sale of our investment business to opening our first international office in Dubai, we’ve sharpened our focus on what matters most. As we look ahead, our commitment to independence and delivering for clients remains at the heart of everything we do. Read more as we reflect on 2025...

December 17, 2025

Dalnacardoch: A 100-Year Vision for Rewilding

Dalnacardoch is one of the most ambitious projects we’ve had the privilege to support, a client-led, long-term commitment to restoring nature in the Scottish Highlands. Our role as a Sustainable Trustee helped shape this journey, and now, more than a year since its announcement, here’s an update on the progress being made.

December 11, 2025

Affinity in Prague: The Future of Trusteeship in Central Europe

What does it really mean to be a good trustee in a world where trust itself is being redefined? We explore what matters most for families looking for a trust company in Prague, and why Jersey’s trusted structures provide a strong and reliable alternative.

December 1, 2025

Jersey Trusts Explained: How They Protect Wealth and Preserve Family Values

Discover why Jersey Trusts are the preferred choice for wealth preservation and succession planning. Learn how Affinity, an independent, owner-managed trust business, delivers bespoke solutions for families worldwide.

November 19, 2025

Why Dubai? The Natural Next Step for Affinity

Today is UN SDG Flag Day, a timely reminder that progress comes from clarity, purpose, and action. In this blog, we also reflect on the momentum the UAE is building in areas aligned with the UN Sustainable Development Goals, from clean energy and innovation to sustainable cities and inclusion. These efforts resonate with the values that continue to guide how we serve our clients.

September 25, 2025

Affinity Expands into the Middle East with New Office in the DIFC

Affinity has opened a new office in Dubai’s DIFC, marking a significant step in its international growth and enhancing its ability to serve globally mobile families with tailored, cross-border solutions across the Middle East.

Affinity Private Wealth Sells Investment Business to Capital International, Focusing on Growth in Private Wealth

Affinity Private Wealth has sold its investment business, APW Investors Limited (APWIL), to Capital International Group. This strategic decision reflects our desire to allow the continued growth and development of the investment team within a business whose structure and focus provides further opportunities aligned with their values and long-term vision. This sale will allow Affinity Private Wealth to focus solely on its core strengths in delivering bespoke private client, trust and fiduciary services.

The Waves of Change: Stories Shaping the Future of Our Oceans

Earlier this year, Affinity Trust sponsored a series of Storytelling Grants in partnership with Ocean Culture Life, supporting creatives telling powerful, untold stories of ocean conservation. The first cohort of winners features inspiring projects, from inclusive paddleboarding in Wales to resilient coral reefs in Honduras and grassroots protection efforts in Indonesia. Each story highlights the power of local action to drive global impact. Read more about the storytellers making waves.

The Power of Many: Why Gender and Age Diversity Matter in Family Wealth Leadership

Who holds the power in decision-making rooms? The choices made today shape financial legacies, but without diverse perspectives, strategies risk becoming outdated. As International Women’s Day approaches, it’s time to ask: are the right voices at the table?

Affinity Private Wealth partners with Ocean Culture Life to Give a Voice to the Ocean through Storytelling Grants

Affinity has partnered with Ocean Culture Life to fund Storytelling Grants over the next 12 months, supporting untold ocean conservation stories and championing efforts to preserve ecosystems, amplify projects, and inspire action for ocean health.

November 14, 2024

Affinity Private Wealth Achieves Silver Chartered Status From The Jersey Good Business Council

Affinity Private Wealth is the first Jersey company to be awarded Silver Chartered status by the Jersey Good Business Council, recognising its leadership in sustainable business practices, corporate responsibility, and local community engagement.

October 17, 2024

Affinity Private Wealth Announces Succession Plan to Remain Independent and Owner-Managed

Affinity is excited to announce a succession plan that ensures the firm remains owner-managed and independent. This initiative, led by the original founders and shareholders, aims to secure Affinity's future while prioritising client needs.

October 11, 2024

We're thrilled to announce that Affinity has been shortlisted for the prestigious STEP Private Client Awards for the second consecutive year!

We're thrilled to announce that Affinity has been shortlisted for the prestigious STEP Trust Company of the Year (Midsize Firm) Award for the second consecutive year! We're also proud that Sam Hilton has been shortlisted for the Rising Star Award

World Ocean Day: Celebrating Affinity's Partnership with Blue Marine for the Jersey Hand Dived Scallop Initiative

As we recognise this next World Ocean Day, we reflect on the important strides made in marine conservation through Affinity's partnership with Blue Marine Foundation on the Jersey Hand Dived Scallop Initiative.

Affinity Private Wealth and Highlands College Join Forces to Sponsor Six Carbon Literacy Courses Throughout 2024

Affinity Private Wealth and Highlands College join forces to sponsor six Carbon Literacy courses, in collaboration with the Government of Jersey via ecoActive elevating sustainability and environmental awareness in Jersey.

Valued client leads groundbreaking conservation project with Durrell in Scotland, Dalnacardoch

Affinity Private Wealth has recently been working hard for one of our clients on an exciting and transformative project. Today, we are thrilled to unveil the results of the efforts of David, Cait and Courtney.

October 25, 2023

Michelle Tring Appointed as Group Director for Affinity Private Wealth

We are pleased to announce the promotion of Michelle Tring to Group Director. In her new role, Michelle will lead the business development efforts for the trust business, overseeing service excellence for private clients and families.

September 13, 2023

Affinity Trust Limited has been named a finalist for the STEP Trust Company of the Year (Midsize Firm) award

We are excited to announce that Affinity Trust Limited has been named a finalist for the prestigious STEP Trust Company of the Year (Midsize Firm) award!

Julia's departure from Affinity Private Wealth

Julia has made the decision to leave the firm, while maintaining her role as a committed, long-term shareholder of Affinity Private Wealth. We extend our best wishes to Julia as she embarks on the next chapter of her life.

Affinity adopts centralised due diligence platform Door, to enhance fund manager research

"We are pleased to collaborate with Door and leverage their innovative technology to streamline and augment our information gathering process," Jon Proudfoot, Investment Director at Affinity

Affinity announces partnership with FEIFA to foster responsible and sustainable investing

Affinity is pleased to announce its partnership with The Federation of European Independent Financial Advisers (FEIFA) to promote responsible investments, aligning clients' values with wealth.

Affinity Trust Limited partners with Blue Marine Foundation

We are proud to announce Affinity Trust Limited has partnered with Blue Marine Foundation, the internationally renowned charity dedicated to restoring the ocean to health by addressing overfishing - one of the biggest environmental problems we face.

Elizabeth Shaw joins Affinity Private Wealth as Associate Director, Trust

We are excited to announce that Elizabeth Shaw has joined Affinity Private Wealth as an Associate Director within our Trust team.

January 13, 2023

Salute

Before taking a drink, many revellers will clink their glasses and make a toast. This could be cheers in Britain or saúde in Portuguese, santé in France and salud or salute for the Spanish and Italians.

November 16, 2021

Jon Proudfoot joins Affinity Private Wealth as Associate Director, Investments

We are excited to announce that Jon Proudfoot has joined Affinity Private Wealth as Associate Director, Investments.

APW Investors Limited pivots to become a responsible investment firm

We are proud to announce, we have made the strategic decision to become a firm dedicated to responsible investing.

UN Global Compact Communication on Progress 2021

As part of our ongoing commitment to the UN Global Compact, we have submitted our third Communication on Progress.

Making sure the hat fits

The largest wealth transfer in history is currently taking place, as Baby Boomers pass their wealth to Millennials.

Carbon Offset

Proud to be the first Jersey financial services company to offset their carbon with Durrell Wildlife Conservation Trust.

Elephants, rhinos and tigers

Elephants, rhinos and tigers may not be the first thing that springs to mind when thinking about financial crime.

February 25, 2021