A world where individuals and families engage in values driven investment and philanthropy, supported by professional advisors. Increasing 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.
Standard reporting tier
This charity files the simpler annual return required of organisations under £500k income. Income totals, year-on-year growth, government reliance, and salary band data are available. The detailed accounts breakdown — reserves, asset/liability split, expenditure ratios — is not.
Latest HighlightsFY 2024
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