Affinity wins the Simon Boas Success Story Award at the Jersey Sustainable Finance Awards
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Aligning your wealth
with your values
Aligning your wealth
with your values
Jersey Office
From our headquarters, we help international families and HNW individuals establish and manage trusts, foundations, family investment companies and corporate structures. We protect wealth with integrity, supporting clients across 39 countries as one of Jersey's largest independent fiduciary firms.
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Dubai Office
From our DIFC office, we set up and manage DIFC foundations and companies for individuals, families and family offices, supporting succession, governance and long-term planning. Protecting wealth with purpose.
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Our values
We encourage our people to challenge decisions and behaviours that don’t align with our values.
Authentic
We put our clients first while staying true to our values, building long-term relationships based on trust, reliability and professional excellence.
Inclusive
We promote diversity and inclusion, and foster a collaborative culture that encourages teamwork and entrepreneurial thinking.
Sustainable
As a sustainable trustee, we act responsibly and uphold high ethical standards to maintain trust and confidence.
Trusted by clients
globally
Our commitments
Independent and owner-managed, we work closely with clients to support long-term wealth across generations.
Responsibility
We operate to high standards, considering our impact on clients, colleagues, society and the environment, with a commitment to the UN Global Compact.
Accessibility
We make things straightforward, with clear communication, transparent fees and easy access to our team.
Innovation
We encourage new ideas and continuous improvement, helping us deliver better outcomes for our clients.
Action
We take a proactive, hands-on approach, acting early and communicating openly in everything we do.
Our awards and partnerships
Our Story
Founded in 2011, in the wake of the Global Financial Crisis, with a desire to do things differently
More about us2011
Our regulatory licences were awarded by the JFSC
2024
Succession Plan to remain independent and owner-managed announced
2025
Affinity Private Wealth Sells Investment Business to Capital International
2025
New office opened in the Dubai International Financial Centre (DIFC)
Affinity is an independent, owner-managed trust company delivering bespoke structuring solutions for globally mobile families across generations.