Maximising Value Through Excellence

Mission Statement

Affinity brings bespoke structured investment services to professional clients via a unique combination of structured product administration, panel and pricing models and equity partnerships. Our offerings facilitate honest and transparent relationships between structured note issuers, distributors and our clients.

About Affinity Capital

Founded in 2011, Affinity Capital is the culmination of decades of experience in the onshore and offshore wealth management space. Our aim is to educate and enlighten our clients on the often misunderstood area of structured investments.

Directors Emma Davidson and Emily Roostan are structured investment experts who have worked on the trading floors of some of the world’s most prestigious investment banks.

This extensive industry knowledge, underpinned by access to their own state-of-the-art pricing models, more than 20 investment banking partners and the latest IT infrastructure, allows Affinity to

provide high-quality bespoke structured investment offerings to a multitude of investors. Our client list includes high-net-worth individuals, family offices, discretionary fund managers, insurance companies and private banks.

Furthermore, Affinity has the ability to arrange and manage all offshore orders associated with the business we create. As such, our team has built a stellar reputation as the leading provider of offshore structured investment administration services offshore.

Our People

Emma Davidson

Emma Davidson
Director & CEO

Emily Roostan

Emily Roostan
Director

Emma Beall

Emma Beall
Office Manager, Head of Operations

Resources

Latest Investment &
Financial Strategy News

Mar 13, 2017
What is FinTech and how can it help investors?
Financial technology - or FinTech - is dramatically transforming the financial services landscape. But how can investors benefit from the rise of FinTech?
Jan 31, 2017
5 reasons to choose structured investments in 2017
Structured investments can be an excellent addition to your portfolio. Here are some of the reasons why you may wish to choose structures this year.
Dec 23, 2016
The top wealth management trends for 2017
The wealth management industry is expected to go through a number of changes in the new year, but what will be most notable trends?