We understand how financial and ethical issues can be integrated in the management of a client’s portfolio. For us, ethical investment is not one strategy among many, it is ingrained in every aspect of how we manage money.
Our vision is to empower our clients to invest their money as a...
Clients are at the centre of everything we do. We are committed to making every interaction meaningful and productive, and this is the case for all of our institutional, entrepreneurial and high-net-worth clients across the globe. We have helped families to take care of their wealth,...
We are on a mission to transform the way SMEs and charities do business, moving us to a sustainable economy.
We believe collaboration between the for-profit and not-for-profit sectors is essential to achieve environmental balance, social justice, and economic prosperity across the globe....
Founded in 1997, Chapel & York has always specialised in international fundraising and activities for organisations. We have worked with nearly 500 organisations over the years...
At Jersey Finance’s Annual Private Wealth Conference in London , on 26 September 2019, it was made inexplicably clear that philanthropy and socially responsible investing (SRI) are now core considerations...
Barclays Wealth, produced in partnership with Ledbury Research, 2009. Barclays Wealth's Tomorrow's Philanthropist report, produced in partnership with Ledbury Research, builds a compelling picture of the current philanthropic landscape and...
This paper from Mark Kramer proposes that despite the vast amounts of money spent by philanthropists, they fall far short of solving the most pressing problems. Kramer argues that closing...