Affinity
Join forces with our investment team to co-manufacture a compelling investment service, tailor made for you and your clients.
- The information on this page is only suitable for financial professionals.
- Past performance is no indication of future returns and investors could get back less than they pay in.
- There’s no guarantee that models or funds will meet their objectives.
- The value of investments can go down as well as up.
Our service
With Affinity, we partner with you to build and then run an investment service, working in close collaboration to bring your investment philosophy to life with a distinct discretionary solution. Choose your level of ongoing involvement and benefit from the external perspective of an experienced investment team.
Watch the video to find out more.
Why partner with us?
Reduce your business risk
We can't eliminate your business risks, but we'll help you feel safer in the regulatory landscape. You influence investment decisions and share the responsibility. Our partnership complements your processes, with the peace of mind that comes from proper checks and balances.
Save time
Our purpose-built software handles the heavy lifting of investment admin. We can make efficient adjustments without client pre-approval, produce performance reports easily, and handle regulatory reporting efficiently. That leaves you with more time to focus on growing your business.
Reinforce your brand
An Affinity partnership provides access to our award-winning platform. with best-in-class service and support. You'll get investment guides, co-branded materials, and quarterly reports to support client conversations, all backed by our flexible, dedicated team's expertise.
Add value
You’re in control of how your clients' money is invested, backed by our experienced investment team's expertise and technology. With excellent co-branded reporting, you can add more value and give clients confidence their money is in great hands.
Enhance your reputation
Our service is among the best in the industry, which is great for your clients, and for your reputation. We continue to be the UK’s most recommended platform for financial advisers, and number one for satisfaction (Investment Trends 2024).
Choose your platform
With an Affinity partnership, you get our industry leading platform tech with reputation enhancing service. Or talk to us about how it could work on your chosen platform.
How it works
Step 1 - Choose your risk framework and asset allocation
Are you believer in a strategic, long term asset allocation, or do you want the solution to make small adjustments to navigate short-medium term trends. Do you have a preferred risk profiler you’d like the asset allocation mapped to?
Step 2 - Choose your cost profile
How much do you want your solution to cost? Are you trying to keep costs as low as possible with predominantly passive funds. Or do you trust in the power of active fund management to add value above fees? Maybe you want the best of both worlds.
Step 3 - Do you need an ESG focus?
Do you have clients who want their money to help contribute to a better world? Take advantage of over a decade of experience in ESG investing, with independent oversight from a panel of experts with a combined experience of over 80 years in ESG investing.
Step 4 - Agree ongoing roles and responsibilities
We’ll work together to agree the ongoing roles and responsibilities – this can be flexible and will vary from firm to firm. For example, you as the co-manufacturer may take the lead on fund selection, whilst we lead on tactical asset allocation changes.
Step 5 – Sign off and build
We’ll work together to get final agreement on the mandate. Then it’s over to us to build the solution to your specifications.
Step 6 – Run
We’ll run the solution together, based on the agreed roles and responsibilities and to the agreed mandate. This could either be on our state of the art platform, or your preferred platform. Leaving you to focus on your clients.
Speak to us about Affinity
Talk to us about the difference an Affinity partnership could make to your business.
Case studies
Don't just take our word for it. To find out how Affinity partnerships have benefited appointed Investment Adviser firms like yours, take a look at our case studies.
We’ve worked with Parmenion for over a decade, predominantly utilising their Affinity Partnership solutions. It’s been an absolute game-changer for our business, allowing us to produce efficiently managed portfolios designed around our investment philosophy, with access to investment expertise and resources far outside of the typical scope of a business of our size.
Alasdair Walker
Managing Director, Optimum Path
Meet the team
With an Affinity partnership, our diverse team of investment managers, researchers, and analysts are in your corner, working alongside you to build the best centralised investment propositions for your clients.
