Last week we bid farewell (for now) to Max. Max made an excellent contribution to the investment team over the last three months, being a pleasure to work with. Max is now heading to the mountains, training to be a ski instructor in Canada. Go well Max!

Consumers across the country are feeling the squeeze for myriad reasons, and wealth managers have been making changes to their clients’ portfolios as a result. Citywire caught up with several senior wealth managers, including Jon from our investment team; citywire.com/wealth-manager…

Recently, David was a speaker at the Private Foundations Conference – discussing the use of foundations and how they differ to trusts, under civil and common law. Whilst there, he made the most of the opportunity to explore this impressive city. #PrivateWealthAPW

Last Friday, Jo and Andy hosted a Happier Hour at Affinity HQ! They raised awareness around alcohol in the workplace and how we could support colleagues and stay inclusive in social settings. It was a bonus tasting some fantastic alcohol-free drinks too! @realsoberjo

We are proud to announce Affinity Trust Limited has partnered with Blue Marine Foundation, the internationally renowned charity dedicated to restoring the ocean to health, by addressing overfishing. Find out more here: lnkd.in/eBsqEnTd