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.
Company Details
- Employees
- 48
- Founded
- -
- Address
- 24 Seale Street, St Helier,je2 3qg,jersey
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- affinitypw.com
- Keywords
- Trust and Fiduciary Management Services, Discretionary Investment Services, Advisory Investing Services, Execution-Only Investing Services, Wealth Consulting Services.
- HQ
- St Helier
Affinity Private Wealth Questions
Affinity Private Wealth's website is affinitypw.com
Affinity Private Wealth's LinkedIn profile is https://je.linkedin.com/company/affinity-private-wealth
Affinity Private Wealth has
48 employees.
View email and phone details for 48
employees at Affinity Private Wealth.
Affinity Private Wealth's industry is
Financial Services
Affinity Private Wealth's top competitors are
Capital International,
Accuro,
Cavenwell Group,
Mourant,
Jersey Association Of Sustainability Practitioners (Jasp),
Vg,
Affinity Wealth Management Llc,
Ogier,
Quilter Cheviot,
Fairway Group.
Affinity Private Wealth's categories are Financial Services
Affinity Private Wealth's founding year is 2011
