We’re an independent wealth manager.

We operate through an active collaboration between the financial advisor and asset management experts.

Affinity analysis

Welcome

The Affinity Capital Group represents a collaboration between a small number of independent financial advisors and specialist investment managers.

The primary intent of the business is to align client needs with the advice process and implementation of investment solutions. Our investment process thus starts by establishing an appropriate client outcome and benchmark and then building solutions that have the best chance of meeting our client needs. Research and product development are delivered through strategic partnerships with local and global  experts.

We take a holistic view of both the client and the investment universe in determining the most appropriate solutions, which include multi-managed model portfolios, private share portfolios and private equity investments.

At the core of our business is an entrepreneurial spirit aimed at partnering with our clients to ensure long term, durable investment solutions. The structure of Affinity Capital group also creates a mechanism for continuity of advice across generations and provides a solution to succession risks in single owner-managed advice businesses.

Partners

Collaborative partnerships.

Affinity Capital group includes two independent  financial advice businesses - Futurity Wealth Management and Serala Wealth Managers.

Futurity Wealth Management.

Futurity Wealth Management prides itself on being totally independent, managing and constructing its clients’ portfolios with no bias towards any Investment Management Companies, whether it be locally or internationally.

“Our partnership with Affinity Capital Management has allowed our advice process to retain its independence and yet gain access to a breadth of expertise and improve our client value proposition.”

Serala Wealth Managers.

Our client-centric focus is based on passion, excellence, integrity, accountability and professionalism. Serala Wealth Managers provide superior financial advice and guidance to our clients throughout their lifetimes, with passion, empathy and commitment.

“Affinity Capital Management’s integrated approach to wealth management has allowed me as an IFA to having control and influence over product development and create relevant and suitable product solutions for our clients.”

Investment philosophy

Portfolio solutions

Management team

Chris Benfield.

B.Com B.Acc (CA) SA
Managing Director and Chief Investment Officer

Chris is an experienced investment specialist with a broad knowledge of the components that impact client outcomes after having worked in Standard Bank, Stanlib Multi-Manager and Hollard Investments. Chris is the Chief Investment Officer for Affinity Capital Management.

Hugh Napier.

MMFI, Phd, HDipCS, BSc(Hons)
Chief Operating Officer

Hugh has a breadth of experience spanning scientific research, computer science, management consulting, corporate finance and investments.   His role in Affinity Capital spans across core operations and IFA partner support.

Contact

Address.Contact us.

Affinity Capital Management (Pty) Ltd
Block G
Pin Mill Farm
164 Katherine Street
Sandton
2196
FSP 47878

Tel: 011 262 2740
Email: info@affinitycapital.co.za