Will it perform? And what will it change?
We research both with great attention. Financial analysis tells us whether a company is strong enough to grow for decades. Impact analysis tells us what that growth will do in the world. An investment earns its place when the answer to both is affirmative.
Five steps, one discipline.
Discovery
Every engagement starts with values discovery — a structured exercise that maps what your family stands for and where you will not compromise. It becomes the brief for everything we build.
Screen
We remove companies whose practices work against your brief, then assess what remains on financial quality and alignment with the UN Sustainable Development Goals.
Select
Investments that pass both tests are approved for your portfolio, each with a plan for how we will engage as owners.
Activate
We construct everything you hold, public and private — including thematic strategies in clean energy, gender equity, affordable housing, sustainable food and financial inclusion.
Steward & Review
We monitor, measure and revisit every stage, so the portfolio stays aligned as your life and the world change.
Ownership is influence.
Blackwell Harris votes your shares in-house and engages company boards directly, guided by your values brief.
We engage where your holdings give us real leverage, on the issues that matter most.
Voting is done by us, informed by you. We never hand your voice to a third party.
Every engagement has an objective and a timeframe, and we report on how companies respond.
Measured, then apparent.
Each year, you receive an impact report alongside your financial statements, mapped to the UN SDGs. Performance and progress, side by side.
A complete office, discreetly run.
Legacy Planning
Structures that carry your intentions across generations.
Next-Generation Education
Inheritors join the table early and we build their confidence through real involvement.
Concierge Services
Property and lifestyle management, family administration and relocation — the practical side, taken care of.
Philanthropy Advisory
Strategy and measurement for your philanthropy, covered in depth on our Impact page.
Legal & Tax Guidance
Cross-border wealth raises hard questions. We coordinate the answers with standing partners.
Coordinated with our standing legal & tax partners
