The Affinity Approach

Video summary: The Affinity approach

Emily Roostan, a director at Affinity Capital, describes the company’s bespoke services for structured investments and derivatives.

Structured investments and derivatives are an excellent way of diversifying a portfolio, providing a hedge against risk that can ensure returns across a range of market conditions.

However, many investors who are not familiar with structured investments and derivatives may be put off by negative media reports regarding the asset classes.

For example, billionaire investor Warren Buffett once famously described derivatives as “financial weapons of mass destruction”. Despite this, Mr Buffett’s Berkshire Hathaway holding company cleared £855 million in derivatives gains last year.

At Affinity Capital, we believe that structured investments and derivatives offer a number of positives. This is why we deliver bespoke structured investment strategies to a variety of wholesale investors, family offices and insurance companies.

Why Affinity Capital?

According to Emily Roostan, director at Affinity Capital, the company brings decades of experience to the structured investment space.

She explains that Affinity helps educate and enlighten clients regarding the “often misunderstood” asset class, which can deliver true value when handled correctly.

Founded in 2011, Affinity is an independent financial investment boutique that offers complete transparency in both onshore and offshore wealth management.

With over 20 years’ combined experience, Emily and fellow director Emma Davidson have worked on international trading floors for some of the world’s biggest investment banks.

“This industry knowledge, underpinned by state of the art pricing models, and the latest IT infrastructure allows Affinity to offer high-quality, bespoke structured investments to family offices and investors,” Emily explains.

Taking the next step

Affinity prides itself on offering a premium service, which includes high-end administration duties within the offshore space. In fact, the company is quickly establishing itself as a key player in the offshore market.

“Over the last 2.5 years, Affinity has made a name for itself as the go to administrator in the offshore space,” Emily states.

“The team is constantly building a solid reputation as a quality provider of offshore structured investment administration services.”

If you would like to learn more about the potential value of structured investments and derivatives, Affinity Capital can offer strategic insight and functional support across a range of areas.

For more Affinity videos on the benefits of structured investments, please click here. Alternatively, contact us directly via email or telephone today.