Affinity Private Wealth
Financial ServicesView the employees at
Affinity Private Wealth-
Cáit O'Mahony Client Director at Affinity Private Wealth
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Jersey
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Rising Star
Agnieszka Wierzbanowska | Office Administrator at Affinity Private Wealth |-
St. Helier, Jersey
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Rising Star
Angus Hollywood Investment Analyst at Affinity Private Wealth-
Rising Star
Daniela Ferreira HR Administrator at Affinity Private Wealth-
St. Helier, Jersey
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Rising Star
Lydia Stephens Compliance Associate at Affinity Private Wealth-
St. Helier, Jersey
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Rising Star
Overview
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.
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