Clients

investments that inspire

Our clients

We work with mainstream financial organisations and intermediaries in developing expertise and services in positive impact investment.

Our clients are:

  • Private banks who see the capacity to structure a credible impact investment offering as an important customer acquisition and retention strategy.
  • Family offices who can add value as part of a cohesive multi-generational approach.
  • Private foundations capitalised by living donors who respond to the entrepreneurial values of social enterprises as an alternative to perpetuating grant dependency.
  • Traditional private foundations which are becoming more confident about deploying programme and endowment capital creatively into impact investments.
  • Institutional asset managers of charity investment mandates who are responding to a requirement for these portfolios to be more mission aligned.

Investment Examples

Testimonials

I was very moved by my opportunity to work with you.  Thank you for the support and guidance you provided.

Director
Global Private Bank