Wellers has class-leading expertise when it comes to a charity’s investment strategy options and impact investing. We can help you explore ways to steward and structure your assets or make the most of your investments.
Our team members are well-versed in the Global Impact Investing Network IRIS measurement system, a global standard for measuring impact.
Case Study – FCA regulated client
Our FCA regulated impact investment client works with the UK and African-based NGOs and churches to help them develop their real estate assets. As a result, the charity works in partnership with investors and development teams to deliver a fair outcome that will see charities become sustainable and no longer dependent upon donations. Furthermore, investors hope to achieve a market-rate investment return and take pleasure in seeing a prominent charity expand their vital work with vulnerable people. “The planning required complex solutions to be put in place and a multidisciplinary team was established to work cross-border to deliver the right outcomes. Wellers plays a vital role in many phases of our regulated investment projects”, our client.
If you have a social impact opportunity that requires legal or capital raising support please call Neil Sandy or Guy Ruddle at our London City office on 020 7481 2422 or email email@example.com to organise an initial discussion.