Affinity Launches Fund on GemCap Platform

January 18, 2023

GemCap are delighted to announce the latest fund to launch on the GemCap Investment Funds Plc platform.

Affinity Private Wealth (Affinity) has launched the Affinity Sustainable Growth Fund, building on their successful 5-year track record of managing assets in this space. The Irish-domiciled UCITS solution is categorised as an Article 8 fund, as defined by the EU Sustainable Finance Disclosure Regulation (SFDR).

Founded in 2011, Affinity is an independent wealth management and trust company that incorporates ESG factors into all their investment decisions, alongside active ownership. This is reflected in their continued commitment as a participant of the UN Global Compact and signatories to the UN Principles of Responsible Investment (PRI).

The company has won many accolades over recent years including:

Winner of the ‘Leadership in Sustainable Finance – Investment Management’ Award, Jersey Finance Sustainable Finance Awards 2022
Finalist for the Positive Impact Award, 2022 PAM Awards
Participant in the UN Global Compact since 2018
Signatory to the UN Principles for Responsible Investment since 2021
Outstanding Individual Contribution Award – Jersey Finance Sustainable Finance Awards: Russell Waite
Equality, Diversity and Inclusion; Director of the Year IOD Award 2022: Julia Warrander
Investment Week shortlisting 2022

You can find out more about Affinity on their website.

We look forward to working with Affinity and watching the success of this new and exciting fund. Welcome on board!

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“Global Systematic Investors have been a GemCap client for over five years. When we wanted to open our first UCITS fund we reviewed several alternatives, but it soon became clear that GemCap’s combination of competitive cost, attentive service model, and location would be hard to beat. As a small business we find GemCap to be both helpful and accommodating. Their experience in UCITS management, particularly on the compliance and legal side, enabled us to set-up and maintain our investment business quickly and efficiently. From the beginning our experience with the team at GemCap has been very positive. Communication is a key element in any business relationship and GemCap have been exceptional communicators. This has been critical when we’ve needed quick responses to client questions. We would recommend any business looking to outsource its UCITS fund administration to an Irish-based provider, contact GemCap.”

Andrew Cain

Partner

Global Systematic Investors

“Atlantic House and GemCap started life at a similar time and it’s been great to grow together. What I’ve particularly enjoyed about working with Stuart and the team is that you always speak to someone who knows what they’re talking about. The amount of wasted time is minimal, and it’s reassuring to work with a team with such depth of relevant experience in an area of the industry that’s constantly changing and can be a minefield. The staff turnover at GemCap has been low, which means we’ve been able to establish long lasting business relationships with individuals built on trust and understanding of one another’s businesses. That can’t be said for every business in our industry. We look forward to continuing to grow with GemCap - onwards and upwards!”

Tom May

Chief Investment Officer

Atlantic House Investments

“Third Avenue first partnered with GemCap in April 2017 to support and administer our UCITS Fund. After evaluating a number of options we determined that Stuart Alexander and his team at GemCap were the best solution. Prior to our transition, Third Avenue had built and maintained its own independent UCITS platform. The opportunity to partner with GemCap on their platform enabled us to reduce costs to Fund shareholders and greatly reduce our management burden. The support provided to our Fund by GemCap has been consistent with the quality of the platform that we maintained independently and provided a significant reduction of expenses. The GemCap relationship has also helped us grow and develop our Fund as they provide a local European presence and market awareness that we don’t have as a US-based manager. They’ve been very supportive regarding Fund marketing and ensured we’re aligned in a timely manner with emerging compliance and regulatory requirements. We look forward to continuing and growing our relationship with the team at GemCap.”

Erik Kleinbeck

Head of Business Development

Third Avenue

After 25 plus years of domestic institutional separate account and commingled fund management in the US, we set our sights on the UK and European markets with no local experience or knowledge. After a comprehensive search, we determined that GemCap would be the best fit for a specialized, smaller firm like Semper to launch out UCTIS product. We’ve been working with Stuart and team since 2017 and they’ve made this very difficult transition manageable for us. GemCap’s knowledge of this complex world of investing, including regulatory, custody, operational and distribution requirements/opportunities has significantly extended Semper’s reach. The result has been a very smooth expansion of our US MBS investment strategy to a universe of global investors.

Tom Mandel

CIO

Semper Capital Management

Affinity have developed a constructive partnership with GemCap since 2021, when we embarked on the process of launching our first UCITS fund. Their ‘turnkey’ service enabled our business to navigate an unfamiliar landscape and benefit from excellent support and institutional level infrastructure. Affinity’s focus on sustainable investments brought its own challenges due to the shifting regulatory environment, so GemCap’s guidance provide invaluable and ensured we satisfied all requirements. From legal issues through to distribution, GemCap have a wealth of experience to assist with all elements of UCITS fund management and administration, which means we can focus on what we do best – managing assets.

Ben Stott

Managing Director

Affinity Private Wealth

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