Resources

Hawksford
Organisation

Clients are at the centre of everything we do. We are committed to making every interaction meaningful and productive, and this is the case for all of our institutional, entrepreneurial and high-net-worth clients across the globe. We have helped families to take care of their wealth,...

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....

Centre for Strategic Philanthropy
Organisation

The Centre for Strategic Philanthropy (CSP) within the University of Cambridge Judge Business School is...

Report
Maanch
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,...
Report
Barclays and Savanta
New research from Barclays Private Bank finds ‘lack of faith’ between wealthy individuals and charities is a major barrier to giving in the UK B arriers to Giving, a new...
Expert opinion
At Jersey Finance’s Annual Private Wealth Conference in London , on 26 September 2019, it was made inexplicably clear that philanthropy and socially responsible investing (SRI) are now core considerations...
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
Global Impact Investing Network (GIIN)
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...
Expert opinion
In its broadest sense, ethical or socially responsible investment (SRI) is the application of both positive and negative ethical, social and environmental criteria in the management of investment portfolios. As...

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