An independent wealth management company who provide advice, structuring and investment solutions; enabling clients to align values with their wealth.
Jersey, Channel Islands
Joined January 2012
- Tweets516
- Following263
- Followers283
- Likes29
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: lnkd.in/eBsqEnTd
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
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
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
1
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
1
1
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
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
2
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
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; citywire.com/wealth-manager/…
1
#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.
1
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
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!
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
2
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
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
Recently Dougy from the Investment team attended the Goldman Sachs Future Leaders Conference: The Next "Normal": Navigating the Evolving Global Landscape
A favourite for Dougy was the discussion "Managing and Thriving through Change with Mindfulness"
#GoldmanSachsFutureLeaders
Let's grow together! We are building a culture to be proud of, will you be the next piece of our puzzle?
Find out more here: affinitypw.com/careers/offic…
#WorkWithAffinityPW #WeareHiring
Octobers Views from the Desk; The Normalisation of Deviance
Read here; affinitypw.com/News/the-norm…
#ViewsFromTheDesk
Affinity took part in the world's biggest coffee morning last Friday as part of @macmillancancer's biggest fundraising event of the year.
Great end to the week – eating cakes whilst raising money for a great cause.
The question is... who was our star baker?
#Macmillan
1
Ben Stott visited Guernsey last week, meeting with existing partners and making new contacts, at a PCD Networking Dinner.
Thank you #WeAreGuernsey for such warm hospitality.
#PCDNetworking
Impressive performances from our colleagues. Congratulations to Lucy and Cara, who both completed big achievements on the same weekend at different ends of the UK.
Lucy summited Ben Nevis, on her first-ever attempt, whilst Cara completed her first 70.3 Ironman in Weymouth.
1
Yesterday, colleagues dressed in yellow and blue for Ukraine Week, as well as holding a bake sale to raise money for the war-torn country. Thank you, @JsySideBySide, for coordinating your series of fund-raising initiatives enabling us all to support the people of Ukraine
We would like to congratulate Alicia for receiving the 'Special Recognition Award' at the Rising Star Awards. Alicia is a valuable asset to Affinity, hard-working, profoundly reliable and full of positive energy. Well done Alicia, and all winners and nominees.
#RisingStarAwards
We would like to extend a warm welcome to our three new joiners: Cara (Marketing Manager), Fernanda (Investment Operations Analyst) and Melanie (Bookkeeper).
#TeamAffinityPW
2