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.
View Top Employees from Affinity Private WealthWebsite | http://www.affinitypw.com |
Revenue | $4 million |
Employees | 52 (52 on RocketReach) |
Founded | 2011 |
Phone | +44 1534 828480 |
Technologies |
HTML,
Google Cloud CDN,
Adobe
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52392 Companies, NAICS Code 523920 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Affinity Private Wealth employee's phone or email?
The Affinity Private Wealth annual revenue was $4 million in 2024.
David Stearn is the CEO of Affinity Private Wealth.
52 people are employed at Affinity Private Wealth.
The NAICS codes for Affinity Private Wealth are [523, 52392, 523920, 52, 5239].
The SIC codes for Affinity Private Wealth are [628, 62].