Social Investment by Charities

Sustainability and ensuring that your Charity’s funds are working in the best interests of your beneficiaries should be at the forefront of the Trustees’ minds and we have an expert team on hand who can help.

How can we help?

How can we help?

Wellers has class-leading expertise when it comes to a charity’s investment strategy and impact investing. We can help you explore ways to steward and structure your assets or make the most of your investments.

Our team work alongside Wellers Impact who are well-versed in the Global Impact Investing Network (GIIN) IRIS measurement system, a global standard for measuring impact to help philanthropists and grantmakers ensure that their strategy can be tailor made to their objects..

 

Case Study – Water Unite.

We helped establish Water Unite as a charity with the Charity Commission alongside Wellers Impact where the charity wanted to establish an investment fund that invested in small to medium sized enterprises in developing countries focused on the environment and water, sanitation and hygiene (WASH) which aligned with Water Unite’s own charitable objects.

The structure is unique in that Water Unite have the right to appoint a representative to the investment committee of the Fund to ensure that Water Unite’s charitable objects are being furthered and to help measure the impact of the Fund’s investees.


Why Choose Wellers?

We aim to set a new standard and change perceptions of what it means to be a responsible law firm and become leaders in client-focused, full-service legal guidance.


Direct access to expertise

Direct access to our senior legal experts, allows clients to receive top-level expertise from start to finish and building trusted, relationships within the context of a proactive and accountable service

Trusted relationships

Whether advising entrepreneurs navigating legal and funding hurdles or helping growing businesses structure partnerships and operations internationally we consider clients broader financial and personal needs

Positive Impact

We are committed to conducting business which is socially responsible and environmentally sustainable


The team you will work with

Peter Spencer
Charities London

Peter Spencer

Solicitor
Charities London
Sally Hopwood
Charities London

Sally Hopwood

Solicitor
Charities London
Kate Pipe
Charities London

Kate Pipe

Solicitor
Charities London

Contact us

London

020 7481 2422

Bromley

020 8464 4242

Sevenoaks

01732 457 575

Surrey

01483 284 567

Contact us

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We are here for your legal needs in life and in business. Please get in touch with one of our experienced solicitors, who are here to help you.

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