Company Email Format Management

Affinity Private Wealth

Financial Services Saint Helier, Je 48 employees

Employees: 48
Contacts: 3
Emails: 3

affinitypw.com LinkedIn

Affinity Private Wealth Overview

Headquarters: Saint Helier, Je
Website: affinitypw.com
Industry: Financial Services
Employees: 48
Founded: 2011
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Trust and Fiduciary Management Services Discretionary Investment Services Advisory Investing Services Execution-Only Investing Services Wealth Consulting Services

About Affinity Private Wealth

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 Affinity’s commitment to sustainability. Our primary focus is to understand our client’s 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 communication. We are regulated by the Jersey Financial Services Commission.

Affinity Private Wealth Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage

Affinity Private Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Justin Thomas	Group Director, Affinity Private Wealth	United Kingdom	Email
David Stearn	Chief Executive Officer at Affinity Private Wealth	St. Helier, Jersey	Email
Ben Stott		United Kingdom	Email
James Wetherall	Group Director at Affinity Private Wealth	Jersey	View