Social networks
2,310 11,518Activities
Entity types
Location
2 Temple Pl, Temple, London WC2R 3BD, UK
London
United Kingdom
Employees
Scale: 2-10
Estimated: 13
Engaged corporates
12Added in Motherbase
4 years, 8 months agoTo grow modern philanthropy and social investment, and encourage impact investing
Our mission is to increase the flow of capital for good by enabling private clients and their families to match their purpose driven wealth strategies with their values, capturing their sustainable, social and impact investment and philanthropy preferences across the spectrum of capital.
We work with professional advisors to ultra-high net worth and high net worth individuals to grow and enhance the quality of the support they give to their clients, the UK’s wealthiest individuals, around their donor and social/impact investment journey.
We are a membership organisation for private client advisors, wealth management, private banking, independent financial advice, tax and legal sectors; as well as individual philanthropists and social investors, trusts and foundations, charities and social enterprises.
We act as a knowledge hub and centre of excellence offering events, specialist knowledge sharing, CPD accredited and CISI endorsed training, voluntary standards and sector and government liaison.
We train professional advisors, of all disciplines, to provide philanthropy and social investment advice to meet their clients growing needs for this support. Learning outcomes enable advisors to expand their expertise and advisory services, establish new client relationships and deepen their existing ones as well as retain clients across generations, by engaging the next generation in family philanthropy.
Philanthropy, Giving, Inspiring, Wealth management, Training, Professional advisers, Trusts, Charities, Lawyer, Accountant, Membership, Professional Development, Networking and Events, Publications, Magazine, Impact Investing, Private Clients, Private Wealth, Social Investment, Consultancy, and Catalytic Capital
Corporate | Type | Tweets | Articles | |
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Lightrock Venture Capital and Private Equity Principals | Lightrock Venture Capital and Private Equity Principals | Other 21 Mar 2018 | | |
United Nations International development, International Affairs | United Nations International development, International Affairs | Other 26 Apr 2023 26 Apr 2023 | | |
BNP Paribas Bank, Banking | BNP Paribas Bank, Banking | Other 27 Apr 2017 | | |
Euclid Network (EN) Research, International Trade and Development | Euclid Network (EN) Research, International Trade and Development | Other 3 Nov 2014 | | |
Generali Insurance | Generali Insurance | Other 4 Oct 2017 | | |
EY Consulting, audit, IT Services and IT Consulting | EY Consulting, audit, IT Services and IT Consulting | Other 20 Feb 2023 | | |
Salesforce IT services, Internet | Salesforce IT services, Internet | Other 1 Oct 2014 | | |
Child and Youth Finance International (CYFI) NGO, Think Tank, Non-profit Organizations | Child and Youth Finance International (CYFI) NGO, Think Tank, Non-profit Organizations | Other 21 Oct 2016 | | |
Financial Times Media, Newspaper Publishing | Financial Times Media, Newspaper Publishing | Other 22 Nov 2022 22 Nov 2022 | | |
Barclays Wealth Management Bank, Financial Services | Barclays Wealth Management Bank, Financial Services | Other 25 May 2016 | |