We understand that social, ethical and sustainable investing is becoming increasingly important for certain investors to create a more sustainable world for future generations.

We can help our clients by establishing and administering various structures with philanthropic objectives. We work closely with our clients to establish a clear framework for investment portfolios to be constructed including the review of investment opportunities, performance measurement and measurement of impact. Regular reporting is provided so the client can ensure that financial stability is achieved for both current and future generations, at the same time as utilising family wealth to leave behind a better environmental footprint.

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