Here you will find a list of Philanthropy Impact members (denoted by background colours) as well as resource organisations/umbrella bodies, for example EVPA (with clear backgrounds).
Buzzacott Chartered Accountants
Cazenove Capital Management
Cazenove Capital Management is the private wealth management and charity investment business of Schroders. We offer personalised discretionary and advisory investment services to a broad variety of clients, as well as wider wealth management services such as wealth planning, philanthropy advice, cash administration, deposit-taking and lending.
Each of our clients has unique financial requirements and objectives, but all have a common goal – to preserve and grow the value of their assets. We explore each client’s needs in detail and advise them on the most suitable financial solutions for their particular circumstances. Our client communication and reporting is effective, clear, flexible and comprehensive. We also have efficient custody, administration and reporting platforms which enable clients to centralise their financial affairs with us with confidence.
Overall, we believe that our complete range of services and the quality of our private client and charity specialists, together with the stability and depth of investment resource of the Schroder Group give us an unparalleled ability to look after our clients.
Close Brothers Asset Management
Close Brothers Asset Management (CBAM) is a division of Close Brothers Group plc, and is one of three core businesses (alongside Banking and Securities). CBAM has £9.1bn in assets under management and provides a wide range of discretionary investment management services and bespoke investment solutions. They specialise in the preservation, enhancement and management of personal and corporate wealth. Within CBAM, the Bespoke Investment Service has £2.3bn in assets under discretionary management and is the customised offering for portfolios in excess of £1m.
J Leon & Co
LCM Wealth Managment
LCM provides a broad range of multi-family office support, working with a wide range of high net worth families across the breadth of the UK and overseas.
LCM offers independent, thoughtful and well-researched advice on general wealth management issues, tax, retirement, succession planning, investments, philanthropy and Socially Responsible Impact investing.
Working with clients' existing advisers as well as its own, LCM takes a broad view of it clients' finances and long term goals, making sure that the impact of each transaction and decision is well thought through and understood.
LCM is viewed by its clients as a valued sounding board and trusted friend - proactive and conscientious, available and on their side 24/7.
We have offices in Cheshire and London.
National Philanthropic Trust UK
Private Client Advisory Services
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.
The Fermanagh Trust
Urszula Swierczynska - Fundraising/philanthropy advisory
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