Affinity Private Wealth

Jonathan Giles, the founding Managing Director, chairs the investment committee. The firm is owner-managed, meaning the principals who make asset allocation decisions are also equity holders — aligning their economic interests with client outcomes rather than product distribution incentives.

Affinity is a pure allocator. It does not manufacture funds, structured products, or discretionary model portfolios for retail distribution. All investment solutions are built by selecting external fund managers, co-investment opportunities, and direct assets on behalf of specific family clients. This is a deliberate structural choice to avoid the conflict of interest inherent in in-house product pushing.

Both. The firm commits to external hedge fund, private equity, and private credit managers as the core of a family portfolio, then layers in direct real estate and direct co-investments alongside those managers where it can negotiate institutional fee terms and avoid double fee-layering. The default posture is fund-of-one or bespoke managed account where scale permits.

Affinity integrates illiquid asset planning, trust structuring coordination, and next-generation education into the investment mandate rather than treating them as separate consulting engagements. The firm works alongside the family's existing legal and tax advisors in multiple jurisdictions to ensure portfolio construction matches the liquidity needs created by estate planning events.