Wealth Advisory & Trust
Conflict-free advisory, sustainable portfolios, structuring across generations.
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Wealth & Investment Management · Fiduciary & Trust Services
Affinity Private Wealth
Boutique wealth fiduciary (est. 2011) – sustainable, conflict-free advice.
Affinity Private Wealth
Independent Owner-Managed Fiduciary Firm
Established 2011 | Jersey • Dubai DIFC
Affinity Private Wealth is a specialist provider of conflict-free advisory and fiduciary services tailored to globally mobile families. With over a decade of experience and operational hubs in Jersey and the Dubai International Financial Centre, we deliver integrated wealth management solutions to clients across 39 countries.
Our Commitment
- Conflict-Free Advisory: Unbiased strategic guidance aligned strictly with client objectives.
- Sustainable Leadership: As the first Jersey-based firm to participate in the United Nations Global Compact, we are pioneers in responsible finance. Our commitment to sustainability is embodied in initiatives such as our Sustainable Growth Fund and the Dalnacardoch platform.
- Global Expertise: Combining deep local regulatory knowledge with a worldwide perspective to serve internationally dispersed families.
Core Capabilities
We provide comprehensive structuring and administration services designed for longevity and governance:
- Private Trust Companies (PTCs)
- Foundations & Family Investment Companies (FICs)
- Individual Exempt Business (IEB) Administration
- Sustainable Portfolio Management
Offices
- Jersey: 27 Esplanade, St Helier
- Dubai: DIFC, Gate Village
Find them
27 Esplanade, St Helier, JE2 3QA
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