Affinity Private Wealth

An independent wealth management company who provide advice, structuring and investment solutions; enabling clients to align values with their wealth.

[Affinity Private Wealth @AffinityPW]

We are proud to announce Affinity Trust Limited has partnered with @Bluemarinef, the internationally renowned charity dedicated to restoring the ocean to health, by addressing overfishing.

Find out more here: https://t.co/ql9nWse4yz

[Affinity Private Wealth @AffinityPW]

Last Friday, Jo and Andy hosted a Happier Hour at Affinity HQ! They raised awareness around alcohol in the workplace and how we could support colleagues and stay inclusive in social settings. It was a bonus tasting some fantastic alcohol-free drinks too!

@realsoberjo

[Affinity Private Wealth @AffinityPW]

Recently, David was a speaker at the Private Foundations Conference – discussing the use of foundations and how they differ to trusts, under civil and common law. Whilst there, he made the most of the opportunity to explore this impressive city.

#PrivateWealthAPW

[Affinity Private Wealth @AffinityPW]

Achieving Gold STEP Employer Partner reflects the quality of our trust business and signals our commitment to developing the skills and talents of our people.

[Affinity Private Wealth @AffinityPW]

We are proud to announce that we have been awarded the Gold level, STEP Employer Partner accreditation. This recognises the support we provide our employees, as they undertake their professional development, through the STEP qualifications.
#STEP #PrivateWealth #AffinityPW

[Affinity Private Wealth @AffinityPW]

Affinity has a strong culture of continuous learning and encourages all staff to complement their day-to-day experience and soft skills training, with formal qualifications - including the framework/content provided by STEP.

[Affinity Private Wealth @AffinityPW]

Justin is making the most of the opportunity to reconnect with friends and fellow professionals in person, as well as developing new contacts in this vibrant and successful part of the world.

#STEPAsia #PrivateWealth #AffinityPW

[Affinity Private Wealth @AffinityPW]

Good to be back in Singapore and attending the STEP Asia Conference, after two years being held virtually. Topics for discussion include the future of estate planning and how we need to reshape strategies for a disrupted world.

#STEPAsia #PrivateWealth #AffinityPW

[Affinity Private Wealth @AffinityPW]

With many students focused on sustainability and looking to pursue meaningful careers, we are hopeful this cohort will have a positive impact both on island and further afield.

#Sustainability #NextGeneration #OurFuture

[Affinity Private Wealth @AffinityPW]

On Monday, Dan and Alicia from our trust team attended the Les Quennevais School Careers Fair. It was a great day, filled with insightful questions from a curious next generation.

#CareerswithAPW #NextGeneration

[Affinity Private Wealth @AffinityPW]

One of the favourites came from a year 7, who had prepared questions in his notebook, asking, “What does Affinity stand for?” leading Alicia to discuss our core values with him.

#Sustainability #NextGeneration

[Affinity Private Wealth @AffinityPW]

Consumers across the country are feeling the squeeze for myriad reasons, and wealth managers have been making changes to their clients’ portfolios as a result.

Citywire caught up with several senior wealth managers, including Jon from our investment team; https://t.co/TkWQMGSolp

[Affinity Private Wealth @AffinityPW]

This was the first of three sessions we have with Mandy, and we are looking forward to learning about good gut health when we see her next month.

#CommittedToCreateChange

[Affinity Private Wealth @AffinityPW]

#MenopauseAwareness

Mandy Bonhomme from Bonhealth, recently delivered an insightful talk to some of our team titled 'Naturally Navigating Hormonal Health' explaining why she believes it's possible, for many, to have a smoother journey when armed with the right tools/strategies.

[Affinity Private Wealth @AffinityPW]

Last week we bid farewell (for now) to Max. Max made an excellent contribution to the investment team over the last three months, being a pleasure to work with.

Max is now heading to the mountains, training to be a ski instructor in Canada. Go well Max!

[Affinity Private Wealth @AffinityPW]

We are looking forward to hearing about our pledge holders progress and the challenges they have faced at the upcoming event, on the 22nd of November, which Affinity is proudly sponsoring.

#WorldMenopauseDay #CommittedToCreateChange #MenopuaseAwareness

[Affinity Private Wealth @AffinityPW]

Later this week, we are looking forward to having the Nutritional Therapist, Mandy Bonhomme from Bonhealth, talk to some of our team about 'Naturally Navigating Hormonal Health'

#WorldMenopauseDay #CommittedToCreateChange #MenopuaseAwareness

[Affinity Private Wealth @AffinityPW]

It's also been nearly a year since the launch of the 51 Employers campaign, which has been a huge success in terms of raising awareness and providing employers with a roadmap of deliverables.

[Affinity Private Wealth @AffinityPW]

A brilliant evening, at a very fitting venue Durrell Zoo. It was great to speak to all the other nominees and get dates in the calendars to collaborate further. Exciting times ahead.

#SustainableFinanceAwards #SustainabilitywithAPW
@jerseyfinance

[Affinity Private Wealth @AffinityPW]

Congratulations to our Investment team who won the 'Leadership in Sustainable Finance - Investment Management' award last night and Russell, who won the 'Outstanding Individual Contribution Award' at the inaugural @JerseyFinance Sustainable Finance Awards.

#SustainabilitywithAPW