The newly formed wealth management group will use cutting edge technology and a contemporary approach to financial advice.
David Stearn, together with four colleagues, Ben Stott, Justin Thomas, Russell Waite and Julia Warrander, all previously from Fairbairn Private Bank, will be using 'best in class' technology at the outset for newly formed Jersey-based wealth management company, Affinity Private Wealth. "We’ve decided to outsource all of our IT and being in Jersey gives us access to some of the most cutting edge packages on the market. It means our clients will have a very live experience when interrogating their portfolios over our website,” explains Stearn. The firm plans to use a piece of software,...
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