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Affinity Private Wealth

Financial Services

Specialities :
Trust and fiduciary management services
Discretionary investment services
Advisory investing services
Execution-only investing services
And wealth consulting services
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
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Frequently Asked Questions About Affinity Private Wealth

What does Affinity private wealth do?+

We are an independent wealth management company, enabling clients to align values with their wealth. We provide advice, structuring and investment solutions; including guidance on charitable giving and investing sustainably. Privately owned, our interests are wholly aligned with clients. Our ethics and values are at the core of everything we do. We were the first UN Global Compact participant in Jersey, consistent with Affinitys commitment to sustainability. Our primary focus is to understand our clients requirements and aspirations, relating these to their finances. Our goal is to provide relevant advice, founded on a relationship of trust, with clear and timely...

What are Affinity private wealth's specialties? +

Trust and fiduciary management services,discretionary investment services,advisory investing services,execution-only investing services,and wealth consulting services

What is Affinity private wealth's industry? +

Affinity private wealth operates in the Financial services industry.

What is Affinity private wealth's revenue? +

Affinity private wealth's revenue is 11m - 100m

What is Affinity private wealth's company size? +

Affinity private wealth has 51 - 200 employees.

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