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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...

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CAF Charity Resilience Index
Report
CAF
About the Index The Charity Resilience Index focuses on three key dimensions: charity income, demand for services, and operational costs. Charities were asked to rate their confidence on the following...
Advising Philanthropists: Principles and Practice
Book
By:
Beth Breeze and Emma Beeston
HOLDING FOUNDATIONS IN SWITZERLAND - The Foundation-owned company model from theory to practice
Book
By:
Delphine Bottge
This book presents the results of the author's analysis on more than one hundred Swiss foundations, which hold companies, and highlights the diversity of structures and incentives, presenting case studies of prominent foundations (Victorinox and Carl und Elise Elsener-Gut, Hans Wilsdorf (Rolex), 1890 (Servette), Baur, EspeRare, etc.).
Impact Investing for the Next Generation: Insights from Young Members of Investor and Business Families
Report
Initiative for Responsible Investment (IRI) at Harvard Kennedy School and the Center for Sustainable Finance and Private Wealth
Foreword Since 2015, the Initiative for Responsible Investment (IRI) at Harvard Kennedy School has collaborated with the World Economic Forum in the Family Business Community and impact-investing domains on a...
THE PHILANTHROPIC CAPITAL STUDY
Report
Advisory Hub - European Investment Bank
Philanthropic organisations are uniquely positioned to provide resources to address societal challenges. To this end, this report aims to improve the understanding of how philanthropic capital operates and how InvestEU...
Sustainable Investing in Practice: ESG Challenges and Opportunities
Book
By:
Simon Smiles and James Purcell
The compelling promise of progressing profits, purpose and the planet is what drives sustainable investing. Yet the field is also packed with challenges and pitfalls for the finance industry.
The Philanthropy Environment in Europe
Report
Indiana University Lilly Family School of Philanthropy and Philea
This joint Indiana University Lilly Family School of Philanthropy and Philea briefing provides information on the philanthropic landscape in Europe, putting the findings of the 2022 Global Philanthropy Environment Index...
Maintaining and Enhancing Social Purpose Through Philanthropic and ESG/Impact Investing During High Inflation and Stressful Economic Times
Expert opinion
At Maverick Collective by PSI, I have the privilege of working with a community of women philanthropists who are not only funding cutting-edge innovation but are engaging in a hands-on...
Evelyn Partners
Organisation

We have clients across six continents who are serviced by dedicated teams with the experience and specialist qualifications to look after their bespoke needs. Be that fintech entrepreneurs or globally mobile sports professionals, family offices or lottery winners, landed estates or multi-...

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