Jersey-based, independent wealth management company, Affinity Private Wealth, has entered into an agreement to purchase Pinnacle Trustees Limited - an independent provider of corporate, fiduciary and trust services.
Subject to regulatory approval from the JFSC, the combined business will have over 50 professionals, serving in excess of 350 clients globally.
Founded in 1992, by Iain Moodie, Pinnacle has grown to become a very successful, private client business.
Mr Moodie will be retiring, but remains available to assist with the integration, and the firm’s managing director – James Wetherall - will b...