Affinity Private Wealth

What Affinity Private Wealth does

Affinity Private Wealth is an independent, owner-managed trust and fiduciary services company headquartered in St. Helier, Jersey, with a secondary office in the Dubai International Financial Centre (DIFC) opened in July 2025. Founded in October 2011 by David Stearn, Julia Warrander, Justin Thomas, Ben Stott, and Russell Waite in the wake of the Global Financial Crisis, the firm provides bespoke structuring solutions for internationally mobile UHNW and HNW families, family offices, and entrepreneurs. Its core product portfolio comprises trusts, foundations (including DIFC foundations), private trust companies, family investment companies, family business structuring, holding vehicles, wealth structuring, Jersey private funds, philanthropy services, and protector/executorship services. Affinity also offers investment oversight services — with a minimum asset threshold of approximately £10 million — supported by adoption of the Door third-party due diligence platform for fund manager research. The firm is regulated by the Jersey Financial Services Commission under a Trust Company Business license and by the DFSA in DIFC, operating as one of Jersey's largest independent fiduciary firms with a stated client footprint across 39 countries.

The business model is anchored in recurring professional services fees for trust administration, foundation management, corporate director and secretarial services, registered office services, and reporting/accounting, supplemented by bespoke investment oversight engagements. Distribution is relationship-led: senior directors maintain direct, long-term client relationships (frequently 10+ years), supplemented by referrals from law firms, wealth managers, financial advisers, and intermediary bodies such as FEIFA. Marketing relies on thought-leadership content, sustainability credentials (UN Global Compact first-mover status in Jersey, UN PRI signatory, Silver Chartered status, multiple STEP and Jersey Finance awards), and selective event participation. In June 2025, the company divested its investment management business, APW Investors Limited, to Capital International Group, exiting discretionary investment management to concentrate resources on the higher-margin trust and fiduciary core, while opening the DIFC office to capture Middle East cross-border structuring demand. A 2024 succession plan reinforces the firm's commitment to remaining independent and owner-managed under founder and incoming Group Director leadership.

Name

Affinity Private Wealth

Legal name

Affinity Private Wealth Limited

Website

https://affinitypw.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Affinity Private Wealth is an independent Jersey-based trust and fiduciary services firm serving UHNW families, family offices, and entrepreneurs across 39 countries with bespoke trust, foundation, and wealth structuring solutions, and operating from Jersey and DIFC Dubai.

Ownership category

akta.pro rank

Product category

Trust and Fiduciary Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

akta.pro secondary industries

Personal & Family Trust Services (FSAAANAA), Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Trust and fiduciary services
• Wealth structuring services
• Private trust companies
• International succession planning
• Family investment companies

Headquarters

HQ city

St. Helier

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Trust and Fiduciary Services: Ongoing professional services fees for trust administration, foundation management, corporate director services, secretarial services, registered office services, administration, reporting and accounting. Services provided to international families, UHNW individuals, and family offices.
2. Investment Oversight Services: Bespoke investment oversight and advisory services for families with complex investment portfolios. Minimum asset requirement of approximately £10 million. Bi-annual deep dive reports, portfolio analysis, and investment recommendations.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels7 records

Core offering

Affinity Private Wealth is an independent, owner-managed trust company that establishes and administers trusts, foundations, family investment companies, and other fiduciary structures for internationally mobile UHNW and HNW families. The firm delivers trust administration, foundation management, corporate director and secretarial services, registered office services, and protector/executorship services across Jersey and DIFC jurisdictions. Following the 2025 sale of its investment business to Capital International Group, the company focuses exclusively on its core trust and fiduciary services.

Product overview

Affinity Private Wealth is an independent, owner-managed trust company delivering bespoke structuring solutions for globally mobile families across generations. The company operates a unified trust and fiduciary services offering centered on trust administration and wealth structuring. The core portfolio includes Trusts, Foundations, Private Trust Companies, DIFC Foundations, Family Investment Companies, Family Businesses, Holding Vehicles, Wealth Structuring, Private Capital (Jersey Private Funds and Variable Capital Companies), Philanthropy Services, and Protector/Executorship Services. The company was founded in 2011 and operates from Jersey (headquarters) and Dubai (DIFC). In June 2025, the company sold its investment business to Capital International Group to focus exclusively on its core trust and fiduciary services.

Differentiator

Problem solved

Functional benefit

Products and services

• Trusts Trust services providing personalized trust experiences for private clients, including succession planning, asset consolidation, and philanthropy. Trusts are established and administered with the principle aim of providing peace of mind for clients.
• Foundations Flexible, personalized solutions for transitioning wealth to future generations. Services include incorporation, provision of the qualified member, and ongoing administration and governance. Ideal for philanthropic giving or holding the family business.
• Private Trust Companies Family governance framework with bespoke corporate trustee services for ultra-high-net-worth clients. Ensures decision-making involvement for family members while introducing younger generations to family wealth and values in a structured way.
• DIFC Foundations Legally recognized, self-owned entities with their own legal personality and flexible structure governed by a Council. Well-suited for family wealth management, succession planning, charitable giving, and asset protection.
• Family Investment Companies Bespoke corporate vehicles using different share classes and direct powers to separate economic and voting interests. Affinity serves as directors alongside clients to engage family members, maintain communication, document key decisions, and uphold the family charter.
• Family Businesses Strategic structuring services for entrepreneurs and single or multi-family offices to align business activities with long-term goals for preserving and enhancing family wealth.
• Holding Vehicles Optimal structures tailored to client needs, ensuring holding vehicles and joint ventures are strategically aligned with business objectives for sustainable growth and success.
• Wealth Structuring Tailored wealth protection and growth solutions for high-net-worth families and entrepreneurs. Services include creating structures to mitigate political and economic risks, selecting optimal structure types, determining family involvement, and addressing cross-border tax issues.
• Private Capital (Jersey Private Funds and Variable Capital Companies) Allows family offices and individual investors to deploy capital from private sources. Jersey Private Funds and Variable Capital Companies offer flexibility for professional services including corporate governance, tailored reporting, regulatory compliance, and secretarial support.
• Philanthropy Services Strategy development for one-off donations or long-term projects aligned with client values. Services include strategy documentation, structuring advice, and coordination with external advisors for ongoing impact reporting.
• Protector/Executorship Services Independent professional protector services offering accountability and trusteeship. Powers include appointment or removal of trustees, amendments to trust terms, and approval to distributions to ensure trustees act in beneficiaries' best interests.

Quantifiable outcome

• Strong investment performance exceeding MSCI AC World Index for managed portfolios
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Eight partnerships are on record, tiered core, minor and strategic.

• Ocean Culture LifecoreStrategic or Co-development Partner · 14 November 2024Partnership to fund Storytelling Grants supporting untold ocean conservation stories. Grants provide financial support and access to global network of ocean advocates to preserve ecosystems and inspire ocean health action.
• Highlands CollegeminorStrategic or Co-development Partner · 1 January 2024Partnership with Highlands College to sponsor Carbon Literacy courses, in collaboration with Government of Jersey via ecoActive, elevating sustainability awareness.
• Durrell Wildlife Conservation TrustcoreStrategic or Co-development Partner · 25 October 2023Close partnership supporting rewilding work including Dalnacardoch project in Scotland. Affinity balances carbon footprint through Durrell's ReWild Carbon programme. In 2023, this included planting 312 trees. Support for community projects including Durrell's Wild in Art trails.
• FEIFAstrategicGTM or Marketing Partner · 15 May 2023Partnership with Federation of European Independent Financial Advisers to promote responsible investments and align clients' values with wealth.
• Blue Marine FoundationcoreStrategic or Co-development Partner · 16 March 2023Partnership with internationally renowned charity dedicated to restoring ocean to health by addressing overfishing. Supported Jersey Hand Dived Scallop Initiative and marine conservation efforts.
• UN Principles of Responsible Investment (UN PRI)coreStrategic or Co-development Partner · 1 April 2021Signatory to UN PRI since April 2021, demonstrating commitment to responsible investment practices and integration of ESG factors.
• Jersey Living WageminorOthers · 1 January 2020Signatory to Jersey Living Wage, demonstrating commitment to fair employment practices.
• UN Global CompactcoreStrategic or Co-development Partner · 1 April 2018First Jersey company to participate in UN Global Compact. Signatory demonstrating commitment to sustainable business practices across operations.

Scale indicators5 records

Recent moves8 records

Expansion highlights6 records

Market position

Competitive moat5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/affinitypw
• LinkedInlinkedin.com/company/affinity-private-wealth
• Instagraminstagram.com/affinitypw
• Xx.com/AffinityPW

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Affinity Private Wealth