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).
BDB Pitmans LLP
BDO Ltd
The Private Client team at BDO works both in the UK and internationally, with over 50 Partners and Directors and over 300 full-time professionals. Our client base ranges from high and ultra-high net worth individuals to FTSE 100 companies and international groups. We deliver a comprehensive set of services including asset structuring, succession planning, gifting and will planning, trust services, tax compliance, risk management, family business advisory and family office services.
We see the importance and impact of Philanthropy through advising our clients on a daily basis. COVID-19 has presented society with challenges none of us could have prepared for. No matter how or what you have given in the past now may be the time for us all to ‘rethink’ our strategy, and the level of our engagement and contributions. Everyone’s reasons for giving are personal, and we seek to advise clients on the benefits of giving that are unique to them and their family, and how to inspire future generations to get involved with family philanthropy.
Frank Hirth plc
Established in 1975, Frank Hirth is a multi-award winning firm specialising in international tax and accounting. We have offices in London and New York, and close affiliations with our sister companies Frank Hirth & Co. LLP, specialising in Audit and regulated by the ACCA.
We have been helping clients with their UK and US tax filing obligations for forty years and offer a joined up holistic approach to tax planning and compliance requirements. Our specialist teams offer tailored advice spanning our business tax, private clients and audit groups allowing for an integrated approach, both domestic and offshore, which allows us to look at the wider picture and tailor our advice with your particular requirements in mind.
Global Change Network
Global Change Network (GCN) is a strategy consultancy that helps mission-based organizations, socially-responsible companies and philanthropists improve the health and prosperity of people and the planet. Global change is a tall order. But our clients are doing just that by fighting deadly childhood diseases, addressing climate change and empowering women. GCN specializes in: strategic planning, partnership development, stakeholder and influencer engagement, campaign execution, branding and communications and UK liaison.
J.P. Morgan
LCM Family
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 wealth management issues, tax, retirement, succession planning, investments, philanthropy and Socially Responsible Impact investing.
Working with clients' existing advisers as well as its own, LCM takes a broad view of it clients' finances and long term goals, making sure that the impact of each transaction and decision is well thought through and understood.
LCM is viewed by its clients as a valued sounding board and trusted friend - proactive and conscientious, available and on their side 24/7.
We have offices in Cheshire and London.
PIMFA - The Personal Investment Management and Financial Advice Association
- Represent the diverse range of firms in the investment and financial advice industry with a unified voice
- Provide industry thought leadership, consolidating our extensive technical insights and expertise in research and policy work
- Lead the debate on policy and regulatory recommendations to ensure an optimal operating environment for firms and clients, maintaining the UK’s position as a leading global centre of excellence
- Through our advocacy work, we promote the industry as a key catalyst to develop a culture of savings and investment in the UK
- Promote a greater understanding of the sector and its role as a beneficial force in transforming the way people save and invest for the future
- Facilitate dialogue across industry stakeholders, while developing best-practice guidance
Rathbone Greenbank Investments
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
UK Community Foundations
UK Community Foundations is a registered charity that leads a movement of community foundations committed to positive social change in the UK through the development of “community philanthropy”.