Prism the Gift Fund
Private Client Advisory Services
Quartet Community Foundation
Quilter Cheviot provides personalised and professional investment management services for investors who wish to have their portfolios managed on a bespoke basis, with their investment manager taking responsibility for investment decisions within the portfolio.
Company`s aim is to preserve and grow our client’s wealth.
Their investment management service is based on four core beliefs:
- You should have ongoing, regular dialogue with the person who is managing your investments.
- Your portfolio should be managed by an expert who has access to industry leading market research, in an objective manner that reflects your individual investment requirements.
- You should expect an unbiased approach – we are unconstrained by corporate ownership, meaning that we are able to select the most suitable investment from across the globe for your portfolio.
- You should be able to rely on us to administer your portfolio without problems – that is our job.
Quilter Cheviot works with over 37,000 clients across the UK, Dublin and Jersey and manages £16.9 billion in assets*.
*as at 30 September 2015
Rare is a social marketing organization that inspires behaviour change in the conservation and environmental space so that people and nature thrive. Whereas much of today’s discourse about the environment is focused on seemingly intractable problems, for nearly 30 years Rare has focused on solutions. Rare has created, measured, and taken to scale its “Pride” model. This model engages the hearts and minds of communities to design and implement creative conservation solutions that post-date Rare’s presence in a community. We implement the Pride model in partnership with local NGOs, community leaders, and governments. Our solutions are designed globally and delivered regionally to address 4 key areas: food/water scarcity; livelihoods; biodiversity; and climate resilience. We work in six countries—Indonesia, the Philippines, Brazil, Belize, Colombia, Mozambique and also tropical or coastal communities (for example, in China). Our support comes from individuals interested in the most pressing issues in conservation and the environment, as well as from multi- and bi-laterals, governments, and foundations such as C&A Foundation, Bloomberg Foundation, MacArthur Foundation, Walton Family Foundation, and Waitt Foundation. Our three programs: Fish Forever, a collaboration designed to protect coastal communities and enable the small scale near-shore fishers and fish that reside in them to thrive. Fish Forever is implemented in Indonesia, the Philippines, Brazil, Belize, and Mozambique. The second is watershed management. Rare brings scalable community-based clean water management solutions to create mutual value for both upstream and downstream communities. Rare’s watershed management program operates in Colombia in the Andes—the most ecologically diverse region on Earth. And we have an emerging program called Campaign for Conservation which brings the Rare model to communities who want to solve hyperlocal conservation challenges.
Rawlinson & Hunter
Rawlinson & Hunter is an international grouping of professional firms, specialising in financial and taxation advice. Their skill lies in maximising the benefits that wealth can bring, by protecting it and allowing it to do what it was always supposed to do - to be enjoyed by the individuals who own it.
Rockefeller Philanthropy Advisors
Royal Parks Foundation
We exist to raise funds and awareness to support the magic of London's eight amazing Royal Parks, now and in the future.
Looking after 5,000 acres of carefully conserved urban parkland, home to hundreds of thousands of trees, plants and wildlife, plus numerous historic monuments and of course more than 77 million visitors each year, is no small task.
Whilst The Royal Parks receives a government grant for the day-to-day care and management of the lawns, flower beds, roads and paths - keeping them safe and clean, in beautiful condition and bursting with life all year round - that grant has just been cut by more than 25% and there is little or no funding for sport, education, art, heritage restoration or wildlife conservation projects.
So that’s where we come in! We’re a small, energetic team of people who work incredibly hard to raise funds, make the most of every relationship and create a wide variety of innovative projects to make The Royal Parks better spaces for nature and places for people in the heart of London.
SharedImpact is the world's first global donor-advised fund - a network of charities created to foster strategic philanthropy and impact investment around the world, by making it easier for donors, investors and charitable organisations to connect, give and receive donations tax-efficiently.
We have a unified charity tax structure that allows philanthropists and family offices in the UK, United States and Hong Kong to seamlessly move donations internationally while retaining all their local tax benefits. We also offer our clients an online platform which not only enables access to impact investments but also acts as a global fundraising service for social-purpose organisations.
Smith & Williamson
Since our foundation over a century ago, Smith & Williamson has been managing the financial affairs of private clients and their business interests. Our focus is on wealth creation, wealth management and wealth preservation – a unique approach that singles us out from our peers and larger competitors. We are one of the top ten largest firms of accountants* in the UK and our investment management business has over £14.5billion of funds under management and advice (as at 31 December 2013).
Our prime aim is to help our clients achieve their financial ambitions, both corporate and personal. Our clients are varied - private individuals, mid-large businesses, professional practices and non-profit organisations.
Our business spans 12 principal offices in the UK and Ireland, with locations in the City of London, Belfast, Bristol, Birmingham, Dublin, Glasgow, Guildford, Jersey, Manchester, Salisbury, Southampton and Worcester, and an international capability in over 100 countries through membership of Nexia International (the 7th largest international accounting and consulting network) and M&A International.
In an award-winning business as diverse as ours, professionalism and teamwork are key. We recognise that clients and intermediaries take comfort from knowing that they can easily reach senior people and decision-makers in our organisation who are able to understand their needs and objectives.
Our business thrives on its people - a pool of highly talented and enthusiastic individuals who deliver a broad and innovative range of services, but without compromising on delivering a genuinely partner/director-led service. Technical excellence underpins how we deliver our services and our teams are dedicated to offering practical financial solutions.
Social Finance Group
Social Finance is a not for profit organisation that partners with the government, the social sector and the financial community to find better ways of tackling social problems in the UK and beyond. Our unique 50 member team comprises individuals with substantial financial, consulting and social expertise who share a common passion for solving entrenched social problems.
Since we started in 2007, Social Finance has raised over £24 million of social investment and designed a series of programmes to tackle social challenges. These include support for 2,000 short sentence offenders released from Peterborough Prison, 380 children on the edge of care in Essex, 2,500 young people at risk of becoming NEET and 800 rough sleepers in London. We are also alleviating fuel poverty for over 2,300 families in Sunderland, enabling 15,000 families to access nursery places and free children’s services, and providing 7,500 affordable micro loans in Wales.
Somerset Community Foundation
specking+partners enhances sustainable development on the basis of a systemic approach. Our clients are wealthy individuals, families, family offices, charitable giving structures, corporations and organisations. We advise and coach them in their endeavour to act more responsibly. We inspire and establish innovative ways of integrating long-term practices into private and business routines. We aim to support personal well-being and overall business success in the context of a more sustainable present and future.
Key topics are philanthropic initiatives, social entrepreneurial mechanisms, socially responsible and environmentally viable investments, corporate social responsibility and sustainable leadership practices. We guide you through the process of devising, realizing and implementing new strategies into your private activities and business routine.
specking+partners’ approach is to identify and learn with a holistic view, looking at the whole spectrum of opportunities. We aspire to guide our clients from a social responsible perspective not only in their personal matters, but also in their business engagements.
An intelligent strategy anticipates pertinent factors systemically and implements solutions in a focussed manner over time – with qualified partners and peers playing their parts.
How we add value:
- Using our expertise and knowledge to let you uncover and build your own plan with respect to social responsible topics
- Identifying where and how you should begin
- Working with you whilst you implement your plan, helping you to measure the impact you are having and optimize activities
- Giving you access to our broad network of specialist partners
- Administrating, advising or sitting on the board of your charitable structure or company