AC
Amanda Cabot
Trust Operations Associate Director at Affinity Private Wealth
View Amanda's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Jul 2023 - Present · 1 years and 5 months
Trust Operations Associate Director
Jan 2024 - Present · 11 months
Trust Operations Manager
Jul 2023 - Present · 1 years and 5 months
Associate Director
Mar 2022 - Apr 2023 · 1 years and 1 months
Company Details
We are an independent wealth management company, enabling clients to align values with their wealth. We provide advice, structuring and investment solutions; including guidance on charitable giving and investing sustainably. Privately owned, our interests are wholly aligned with clients. Our ethics and values are at the core of everything we do. We were the first UN Global Compact participant in Jersey, consistent with Affinity’s commitment to sustainability. Our primary focus is to understand our client’s requirements and aspirations, relating these to their finances. Our goal is to provide relevant advice, founded on a relationship of trust, with clear and timely communication. We are regulated by the Jersey Financial Services Commission.
Year Founded
2011
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
24 Seale Street St Helier, JE2 3QG, JE
Keywords
Trust and Fiduciary Management ServicesDiscretionary Investment ServicesAdvisory Investing ServicesExecution-Only Investing Servicesand Wealth Consulting Services
Discover More About Cleveland Clinic

Find verified contacts of Amanda Cabot in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.