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).

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-generational family businesses.

We don’t have relationship managers, clients have direct, day-to-day, access to those making decisions on their behalf. We have been looking after a significant proportion of clients for several decades, with our longest standing client, now comprising the fifth and sixth generation having appointed us in 1917. Relationships like this cannot be done at arms’ length.

Organisation details
Contact details for this organisation
Contact name:
James von Simson
Address:

45 Gresham Street, London, EC2V 7BG

Telephone:
+44 (0) 203 818 6898
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 force for good, together championing the transition to a healthier planet and a more equitable society. Our investment teams work to understand each client’s unique financial aims, as well as their ethical, sustainability and impact requirements, in order to create an investment proposition that is aligned with their values.

Our in-house ethical, sustainable and impact research team plays a key role in supporting the provision of this service, underpinned by its proprietary database of company and issue profiles. The team looks in detail at both what a company does and how it operates, assessing performance against some 300 social and environmental criteria. We can apply a range of techniques to selecting investments to suit different client needs. These include screening out issues of concern and choosing investments that are contributing to a sustainable society or a specific issue, for example, the low-carbon energy transition.

Alongside tailored bespoke discretionary portfolios, we also provide access to the Rathbone Greenbank Portfolio range of funds, which are managed by Rathbone Funds and made available to clients in a variety of ways.

Rathbone Greenbank Investments is a trading name of Rathbones Investment Management Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

The value of investments and the income from them may go down as well as up and you may not get back what you originally invested

Organisation details
Contact details for this organisation
Contact name:
John David
Address:

8 Finsbury Circus, London, United Kingdom, EC2M 7AZ

Social Finance Group
Organisation

Social Finance is a not for profit organisation that partners with the government, the social sector and the financial community to find better ways of tackling social problems in the UK and beyond. Our unique 50 member team comprises individuals with substantial financial, consulting and social expertise who share a common passion for solving entrenched social problems.

Since we started in 2007, Social Finance has raised over £24 million of social investment and designed a series of programmes to tackle social challenges. These include support for 2,000 short sentence offenders released from Peterborough Prison, 380 children on the edge of care in Essex, 2,500 young people at risk of becoming NEET and 800 rough sleepers in London. We are also alleviating fuel poverty for over 2,300 families in Sunderland, enabling 15,000 families to access nursery places and free children’s services, and providing 7,500 affordable micro loans in Wales.

Organisation details
Contact details for this organisation