# Affinity Private Wealth

Affinity Private Wealth is a Multi Family Office based in St. Helier, Jersey.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** St. Helier, Jersey
- **Region:** Europe
- **Address:** St. Helier, Jersey, Channel Islands
- **Founded:** 2010
- **Assets under management:** $500M - $1B (Altss estimate)
- **Website:** affinitypw.com
- **LinkedIn:** https://www.linkedin.com/company/affinitypw

## Regulatory record

- **Reports private funds:** No

## About

Affinity Private Wealth is an independent wealth management company founded in 2011 in Jersey, U.K. It provides advice, structuring, and investment solutions. The firm has 1 portfolio exit, APW Investors, which occurred on June 19, 2025.

## Sectors

- Private Credit
- Hedge Funds
- Real Estate
- Private Equity

## People

- Jonathan Giles — Managing Director

## Questions

### Who runs investment decisions at 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.

### Is Affinity a product manufacturer or a pure allocator?

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.

### Does Affinity use external fund managers or invest directly?

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.

### What is Affinity's approach to intergenerational wealth transfer?

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.

## Related profiles

- [Affinity Partners](https://altss.com/profile/affinity-partners)
- [Affinity Wealth Resources](https://altss.com/profile/affinity-wealth-resources)

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Last updated: 2026-07-06T01:24:10.893Z

Canonical page: https://altss.com/profile/affinity-private-wealth

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