We are global in our thinking, unconstrained, with no strategic asset allocation – we don’t have to own things we don’t like.
Our custodian offers a gearing facility secured against portfolios.
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
We are thought leaders, combining a passion to deliver investment returns with a clear focus on managing risk, which we treat as a choice, never a fate.
In house expertise, via a highly accessible team, who work collaboratively with trustees.