Affinity Private Wealth is excited to unveil a dynamic succession plan that reinforces the firm’s commitment to remaining owner-managed and independent. This strategic initiative is driven by the original founders and shareholders, who are focused on securing the future of Affinity while ensuring that client needs remain at the forefront of all decisions.
With support from leading tax and legal firms, Affinity's succession strategy has been recognised as pioneering and original thinking. This underscores the firm’s dedication to a structure that prioritises stability, free from the influences of outside stakeholders.
As part of this transition, Affinity is proud to welcome Michelle Tring and Elizabeth Shaw as the latest shareholders, enhancing the firm’s expertise and commitment to exceptional client service. Additionally, Sean Crisp has increased his shareholding, further solidifying the firm’s excellent regulatory and compliance culture.
“The original founders of Affinity are not stepping away; rather, we are committed to a clear and ambitious succession plan,” says David Stearn, CEO of Affinity. “Our goal is to remain independent and avoid a trade sale, allowing us to preserve our values and continue delivering tailored strategies to our clients.”
Affinity’s dedication to a client-focused business model is essential in today’s complex financial landscape. This commitment enables the firm to prioritise relationships and adapt quickly to evolving needs.
As we embark on this exciting chapter, Affinity is well positioned to continue its legacy of excellence, ensuring long-term growth and stability for both the firm and its clients.
For further information, please contact David Stearn at davidstearn@affinitypw.com.
