Affinity Private Wealth Achieves Silver Chartered Status From The Jersey Good Business Council
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Investments
We are active, unconstrained managers - based locally and allocating globally.
We believe investing is a long-term assignment and that prudent participation, with thoughtful diversification, is the optimal way to compound returns over time.
All our portfolios are invested responsibly and designed to align with client values and needs.We are a diverse group of independent thinkers dedicated to continuous learning and improvement – always striving to enhance our research, investment process and performance.
Discretionary Investment
Clients appoint us to manage their investments on a responsible or sustainable basis. We design strategies which are outcome-oriented, recognising risk must be both embraced and controlled. The key is to know what we own and why we own it.
Advisory Investment
Suitable for our more experienced investors, we work in partnership and share ideas that inform their investment decision-making and supplements our discretionary offering. This enables our clients to leverage our research capabilities.
Execution Only
For clients using our wider offering, this complementary service facilitates the buying and selling of securities and funds across global markets.
UCITS Fund
Access our Sustainable Growth strategy through a UCITS regulated, daily dealing fund launched on 9th January 2023, available in multiple currencies and platforms, ideal for regular savers like corporate and personal pensions.
Find out moreInvestment Oversight
We recognise that managing a family's wealth is complex, with assets spread across multiple custodians. Our OversightService addresses this by aggregating assets into one periodic report, simplifying stewardship.
Model Portfolio Service (MPS)
External advisors can select our model portfolios for their clients through investment platforms. We support these relationships with a collaborative approach, providing access to our investment decision-makers, educational resources, and factsheets.
Ben Stott
Group Director
Russell Waite
Group Director
Jon Proudfoot
Chief Investment Officer
"I wanted to write and thank all of you for the combination of help, great service, thoughtfulness and personal touches that I get whenever I have an interaction with Affinity.”
- Private Client
