Our Work

A broad range of client type keeps
our insights at the cutting edge.

Trusted advisors in discreet contexts
for people wanting personal guidance.

We have advised both portfolio companies and investment houses themselves.
We have done this across pioneers in the impact and mainstream investing arenas; from leading impact investors such as Resonance Impact to pioneering secondaries firm, Coller Capital.
We specialised in this sector in our B Lab Ambassador role so have held guidance conversations across many companies on that front, including: Bowmark, Tenzing, Firethorn, Alvarium, Carlyle, Arabesque, SFO Partners, Mayfair, YFM, Marcol, Palatine, Triple Point, Bregal Milestone, Waypoint, Downing, Ares, Ironbridge, ICG, Montagu, Barley Cove and Third Way.

Succession and stewardship issues are having a quiet but significant impact on the ownership of private assets. Particularly, perhaps, when it comes to personal landholdings.
Family Offices have plenty of operational advice. Our work leans instead towards the more personal and philosophical questions at the top end: the thinking that underpins the strategic choices which guide those operational needs.
For example, for 15 years we have contributed to a working group of landowners who have been wrestling adventurously with stewardship ambitions in the context of what their family and faith based concerns are.

We have worked with portfolio companies that have taken investment and considering how to add strategic, meaningful value through to private and family businesses of all sizes looking to grow their positive impact.
For example: Wonderbly, MAPP Macdonald Hotels, Jude’s Ice Cream, Mirabeau (France), Dalmia Polypro (India), Pensions for Purpose, Nc'Nean Whisky, Middlesex Uni, X+Why, Oresa, Broadway, Summerdown, Koin Rewards, Pluto, The Good Plot, Fifty Eight.
In our B Lab Ambassadorial role have held guided conversations with hundreds of companies to help them consider the application of basic ESG related options.

As experts in the financial services sector, we have advised a range of private banking and corporate finance providers.
For example, we guided Hoare & Co through its B Corp journey, ensuring it was done from a cultural, purposeful perspective as opposed to a tick box exercise. And supported a bulge bracket bank evaluate joining B Lab's cohort for multinationals.
In our B Lab Ambassadorial role, we have helped a range of financial services firms consider their ambitions, including: CIBC, Stonehage Fleming, M&G, Centrus, Downing, Julius Baer, HSBC and Santander Private.

We have extensive experience working alongside people with this perspective in the commercial, political and NGO spaces in both a personal and organisational context.
The impact and stewardship space, for example, has long held a high concentration of this demographic, from the days of Guiness, Cabdury, Quaker Oats right up until the present.
Today, $5Trillion of assets are owned or managed by faith led entrepreneurs, investors and leaders.
Whilst we are experienced at working alongside the formal religious organisations, most of our work is more in mainstream contexts where a faith based perspective is relevant, such as family offices wanting to align their values with their strategies.