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.

Who we want to work with

Affinity is not currently taking on any new clients that do not meet a minimum in terms of total investable assets. As a reference point, we currently look to engage with equity partners that have an interest in one of the following two routes to market:

  1. a parter that is willing to set aside >£50,000,000 of notional towards a structured investment portfolio that is then managed in partnership with Affinity; or
  2. building a joint venture distribution business that has the potential to raise >£75,000,000 per annum into the structure investment space using a strategy and fee structure that makes sense for the end client.

Otherwise, please enjoy our website (www.affinitycapital.co.uk) and feel free to engage with us on social media.

Our People

Emma Davidson

Emma Davidson
Director & CEO

Emily Roostan

Emily Roostan
Director

Emma Beall

Emma Beall
Office Manager, Head of Operations

Resources

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