Resources

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...

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....

PIMFA - The Personal Investment Management and Financial Advice Association
Organisation
The Personal Investment Management and Financial Advice Association (PIMFA) is the trade association for firms that provide investment management and financial advice to help individuals and families plan for their financial life journeys.
PIMFA’s membership consists of two groups...
LCM Family
Organisation

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 ...

Thoughtful Philanthropy
Organisation

ThoughtfulPhilanthropy offers personalized, professional research to inform your charitable giving.

Thoughtful Philanthropy’s Director, Lauren Janus, works with individuals and couples to understand their passions and priorities for...

Rockefeller Philanthropy Advisors
Organisation
Rockefeller Philanthropy Advisors is a nonprofit that partners with individuals, families and institutions to help make philanthropy more thoughtful and effective. One of the world’s largest and most trusted philanthropic service organizations, we provide tailored advisory, management and thought leadership services, translating the motivations of innovative leaders into action.
L'Alliance Révision
Organisation

L’Alliance Révision offers assurance, trust, accounting, tax compliance and corporate finance services. We are regulated by the Luxembourg financial regulator, the Commission de Surveillance du...

More Partnership
Organisation
More Partnership, formerly Iain More Associates, has been providing guidance and support across the non-profit spectrum since 1991, helping organisations to realise their fundraising potential.
Withers LLP
Organisation
Withers is experienced in the fields of not-for profit and charity law and tax advice. Their philanthropy and charitable giving team has extensive experience of finding the most appropriate way of achieving clients' philanthropic aspirations in their differing circumstances.

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