Introduction The objective of this working paper is to provide a ‘bird’s eye view’ reference guide to the UK ESG Investing Ecosystem by summarising and explaining the key relevant definitions,...
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...
IT WAS IN 1987 that, following an altercation with my driver—whom I suspected wanted to take the car to his home to siphon out the excess petrol and sell it—I...
Global Impact Investing Network (GIIN) network are releasing their report on The State of Impact Measurement and Management Practice . The report provides a comprehensive survey of the state of...
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...
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...
The potential of impact investing is often illustrated in stories of individual investments. New entrants to the field and experienced participants alike are drawn to the idea of putting capital...
As the trend grows for high net worth individuals (HNWIs) to incorporate philanthropy into their wealth management strategies, jurisdictions are having to adapt their regulatory frameworks to ensure that they...
Caroline Fiennes’ book outlines advice about how to give well. It’s for any donor: with sections on how to give if you have literally no money at all, if you...
