Resources

Rathbone Greenbank Investments
Organisation

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...

Resource

Our members the Centre for Asian Philanthropy and Society, CAPS, have published their DECODED and this issue explains what blended finance is and how it is deployed in Asia.  The initiatives emerging in this...

BDO Ltd
Organisation

The Private Client team at BDO works both in the UK and internationally, with over 50...

SDG Changemakers
Organisation

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....

PIMFA - The Personal Investment Management and Financial Advice Association
Organisation
The Personal Investment Management and Financial Advice Association (PIMFA) is the trade association for firms that provide investment management and financial advice to help individuals and families plan for their financial life journeys.
PIMFA’s membership consists of two groups...
Report
US Trust and The Philanthropic Initiative, Inc. (TPI)
The philanthropic conversation between professional advisors and their clients is important to have early and often, but many of these conversations are falling short of their potential. To better understand...
Report
Thoughtful Philanthropy
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future.
Expert opinion
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future. Over 90% of heirs will change...
Report
The Philanthropy Workshop
TPW's “Going Beyond Giving" Report seeks to better understand high and ultra-high net worth philanthropists' motivations, actions, and practices. It is the first study to include a sample of TPW's...
LCM Family
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 ...

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