Established in 2014, Affinitas Capital set out to provide an offering to clients that is often promised and seldom delivered. The promise of working closely with a client and their family and to provide a tailored service, is often forgotten due to large targets placed on the wealth adviser each year. Our target is to deliver what we promise, and to provide the best possible solutions for our clients long term.
Affinitas Capital is a Wealth Advisory business designed for young professionals and high net wealth individuals. We understand that each client is different and requires individual attention, and it is this deep understanding that enables us to develop a tailored solution for each client.
Our strategic and investment advice focuses on not only protecting and growing the wealth of our clients, but includes the analysis of asset allocation, cashflow tracking and long term wealth advisory strategies. We provide our clients with access to portfolio administration services, model portfolios, tailored portfolios, corporate actions, investment and economic research.
Not only do we build relationships with our clients, but we work with professional partners such as accountants, solicitors and bankers where appropriate to provide the best outcome for our clients.
Affinitas Capital is a business that is based on more than just Wealth Creation, it is based on strong relationships, and having clients for life.