Experience

Affinity Private Wealth

• Jersey
• Financial Services
• 1 - 100 Employee

• Senior Trust Officer

  • Jan 2023 - Present

• Trust Officer

  • Jul 2021 - Jan 2023

  Affinity Private Wealth is 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.



Cititrust (Jersey) Limited

• Trust Officer

  • Mar 2015 - Jul 2021