Chief Executive Officer
David is the Chief Executive of Affinity, whilst maintaining a client-focused role using his many years of wealth management experience in London and Jersey.
He has an active group of clients who, blending his knowledge of both investments and structuring, benefit from his experience in setting family’s ‘wealth purpose’ and philanthropic giving. A graduate in Financial Services from Manchester University, David formerly spent 14 years with RBS in London and Jersey specialising in credit, risk management and relationship roles. He also spent 12 years at a private bank where he held the role of Head of Private Banking and Business Development. He is a Chartered Wealth Planner and Fellow of the Chartered Institute for Securities and Investments.
David, a dedicated family man, felt the time had come to swap his hockey stick for golf clubs but is too competitive to reveal his golf handicap! He enjoys short-distance running and attempts to reduce the impact of his enjoyment of wine and gin by regularly attending circuit training at the gym.
Group Director
Ben has overall management responsibility for Affinity’s investment business. Ben is also a member of the Investment Committee, drawing on his expertise as a CFA (Chartered Financial Analyst) Charterholder.
He previously oversaw the development of intermediary and institutional relationships for a boutique private bank. He also ran an investment team for a global trust company and provided financial consultancy to expatriates in central Europe.
Most of Ben’s spare time is spent with his young family, although he also enjoys sport – playing and spectating football and golf. Given the choice, Ben would prefer to meet clients on the ski slopes.
Group Director
Justin heads up the trust client-facing team at Affinity, primarily responsible for enhancing relationships with clients and intermediaries.
His career in Jersey has seen him occupy the role of Managing Director of a bank owned trust company for 11 years and prior to that, in the private bank and trust team at Royal Bank of Canada. Justin holds the Investment Management Certificate and is a member of the Institute of Chartered Secretaries.
Outside of work, Justin devotes his spare time to his family and following his beloved Wales at rugby – a sport sadly he can now only participate in socially and vocally. An occasional surfer in the summer and an avid runner, Justin also likes to relax at home with his wife, watching the sunset over St Ouens bay armed with a nice glass of red.
Group Director
Michelle heads up a dynamic trust team, where she plays a pivotal role in delivering business strategy whilst ensuring that the highest standards of service excellence are consistently delivered to private clients and their families. Her dedication to client satisfaction and wealth preservation aligns entirely with our core values.
A graduate in Business Management from the University of East Anglia, Michelle embarked on her professional journey in 2001 when she left England for a taste of island life. Over the years, she has honed her skills and built an impressive career by serving international private clients.
Outside of work, Michelle enjoys an active lifestyle and can often be found running. Having moved to Jersey to be closer to her family, Michelle cherishes her weekends spent with her husband, children, and her cockapoo, Teddi.
Group Director
Russell has direct responsibility for building and implementing the investment strategies available to clients of Affinity.
A Chartered Fellow of the Chartered Institute for Securities and Investment, Russell was formerly Head of Investments for a private bank, where he worked for 11 years, and prior to this was an Assistant Director at SG Hambros. He moved to Jersey in 1991, having completed a Lloyds Bank graduate training programme, and worked for the bank developing their client base in the UK, Europe and southern Africa.
2018 saw him awarded the Sustainable Investment Professional Certificate by the John Molson School of Business, Concordia University, Canada.
In his spare time Russell enjoys the beach, reading and running in an on-going attempt to keep fit. His ideal Jersey summer weekend would be surfing with his daughter on Saturday, sharing a seafood dinner with his wife that evening, followed by a Sunday watching his son play cricket.
Group Director
James joined Affinity in 2020, following the purchase of Pinnacle Trustee Limited. He is responsible for ensuring the efficient delivery of client service for the trust business.
He began his finance career in 1994, with ANZ Grindlays, after graduating from Birmingham University. He then moved to Deutsche Bank‘s offshore private wealth division, before joining Pinnacle in 2008, where he held the role of Managing Director from 2013. James also has a Degree in Financial Services and is an Associate of the Chartered Institute of Bankers.
Having played hockey for both Jersey and the Channel Islands, the ultimate aspiration would have been to win Olympic gold. On realising you need skill and endeavour (not to mention youth) he now enjoys the game at a more social level along with being an active coach. Away from the hockey field James may be found paddle boarding around one of Jersey’s bays with his family.
Compliance Director
As Compliance Director Sean has responsibility for ensuring that Affinity conducts quality business in line with on-going legislative and regulatory obligations.
Sean has over twenty years experience in financial services and began his career in 1990 at Barclays with spells in domestic international banking, prior to moving to Jersey in 1994. Sean has subsequently held management positions with Equity Trust and Investec and most recently at Citco Jersey Limited, where he undertook the role of Compliance Manager and Company Secretary. Sean holds the ICA International Diplomas in Compliance and Anti-Money Laundering as well as the STEP Diploma in International Trust Management.
As a keen and talented amateur chef, Sean enjoys entertaining friends and family. He is also a “petrol-head” and drives a JCW (Mini).
Trust Operations Director
A senior member of the trust team, Peter brings a wealth of experience, gained during a 30+ year career in fiduciary services; most recently at Royal Bank of Canada and prior to that as part of the Abacus Financial Services Group.
In addition to his expertise in private client matters - working with both families and entrepreneurs - Peter also has management responsibility for nurturing and inspiring the trust team, to ensure they achieve their full potential.
Outside of the office, Peter enjoys spending time with his family and friends, good food and wine, skiing, an occasional game of golf, and walking the family dog – Dexter - on Jersey’s many beautiful beaches and through the country lanes.
Investment Director
Jon joined Affinity in 2021 and heads up the firm’s investment research process, alongside day-to-day management of the investment team drawing on his significant experience in alternative investments, fund research and portfolio management.
Having begun his career in Jersey, at Ermitage Asset Management, Jon moved to New York in 2009, where he was most recently Equity Hedge Strategy Head at UBP Asset Management. A graduate of Warwick University, Jon is a Chartered Alternative Investment Analyst, holds the Investment Management Certificate and was awarded the CFA Certificate in ESG Investing.
When he’s not analysing investments, Jon enjoys coastal hiking and swimming, playing football, and cooking for his wife and two young children. He regards summiting Mt. Kilimanjaro and shipwreck diving in Australia as two of his favourite achievements.
We believe that it takes a proactive, progressive approach to deliver consistently high standards. If you are considering becoming part of our team, do check our careers page for current opportunities.
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