Philanthropy Impact

Inspiring philanthropy and social investment across borders, sectors and causes

Organisations

Organisations

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
Organisation
Buzzacott is a Top 25 UK accountancy firm based in London, providing expertise in a wide range of services including corporate and personal tax.
Cazenove Capital Management
Organisation

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.

Organisation details
Contact details for this organisation
Contact name:
Alexia Zavos
Telephone:
0207 658 1244
Close Brothers Asset Management
Organisation

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.

 

Organisation details
Contact details for this organisation
Contact name:
Penny Lovell, Head of Private Client Services
Address:

Close Brothers Asset Management
10 Exchange Square
Primose Street
London EC2A 2BY

Telephone:
0207 426 6247
J Leon & Co
Organisation
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J.P. Morgan
Organisation
J.P. Morgan offers individual and family investors a world-class asset and wealth management platform through theirPrivate Banking, Asset Management and Private Client Services teams.
LCM Wealth Managment
Organisation

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, taxretirementsuccession planninginvestments, 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.

Organisation details
Contact details for this organisation
Contact name:
Lizzy Steinhart
Address:

6 Dorset Street, Marylebone, London W1U 6QL

Telephone:
07418 998 384
National Philanthropic Trust UK
Organisation
National Philanthropic Trust UK provides uniquely flexible donor-advised funds and philanthropic expertise to individuals, families, companies, trusts, estates and foundations.
Organisation details
Contact details for this organisation
Address:

1 Ropemaker Street

London

EC2Y 9HT

Telephone:
0800 133 7540
Private Client Advisory Services
Organisation
An independent philanthropy advisor based in Zurich.
Rawlinson & Hunter
Organisation

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.

Organisation details
Contact details for this organisation
Address:

Rawlinson & Hunter
8th Floor 6 New Street Square
New Fetter Lane
London EC4A 3AQ

Telephone:
020 7842 2000
The Fermanagh Trust
Organisation
The Fermanagh Trust, Fermanagh's Community Foundation, is dedicated to creating a partnership of donors, non-profit making organisations and the community, to find solutions to the pressing community needs in Fermanagh.
Urszula Swierczynska - Fundraising/philanthropy advisory
Organisation
Resource mobilisation consultant based in Milan, supporting organisations and individuals to grow their social impact ideas.
specking+partners
Organisation

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
Organisation details
Contact details for this organisation
Contact name:
Heiko Specking
Address:

specking+partners gmbh
Kanonengasse 17, 8004 Zürich
Switzerland

Telephone:
+41 76 575 52 28