Global thinkers; free to partner with the best and seeking excellence from all we work with

Services

Fund managers

Affinity offer discretionary and advisory portfolios for private and trustee clients

We provide outcome orientated solutions – income and inflation – as well as specialist portfolios including; passive, equity and low beta mandates

We principally use collectives, with a strong preference for offshore UCITs vehicles.

We are global in our thinking, unconstrained, with no strategic asset allocation – we don’t have to own things we don’t like.

Banks

We use offshore banks for custody, lending, foreign exchange, treasury management and transactional banking services

Platforms

Our investment strategies are available through select platforms, enabling financial advisors and their underlying clients to access our management expertise

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