Affinity Private Wealth - Crunchbase Company Profile & Funding

Overview

Affinity Private Wealth

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Affinity Private Wealth

CB Rank

1362408

Affinity is an independent investment and wealth consulting company.

Founded

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Private

St. Helier, NA - Jersey, Jersey

11-50

www.affinitypw.com

Angel Investment

Consulting

Wealth Management

Key People

David Stearn: Chief Executive Officer
Past Role: Nedbank Private Wealth International, Head of Private Banking

Details

Legal Name

Affinity Private Wealth

Operating Status

Active

Company Type

For Profit

About the Company

Affinity Private Wealth provides trust and fiduciary management services, discretionary investment services, advisory investing services, execution-only investing services, and wealth consulting services. They also offer investment management services.

Phone Number

+44 0 1534 828480

Contact Email

connect@affinitypw.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Private Client Wealth Management

Provides tailored wealth management advice and structuring services for private clients and families to secure and align their wealth with personal values.

Trust and Fiduciary Services

Delivers trust administration, fiduciary management, and related structuring services to families, intermediaries, and businesses for wealth preservation and succession planning.