Adding
Meaningful
Value

Modern management is both blessing and curse.

Technology, data and process has its place.

But its bureaucratic, hyper-rationalist and short term ways undermine your value, potential and impact.

We help companies overcome this dilemma.

We blend contemporary relevance with insights that have guided human excellence for centuries.

Advice for leadership teams who not only want to be great to work for but also create meaningful prosperity.

Sound good? Let’s talk.

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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.

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.

What’s different about us?

Rebalancing left and right brained thinking is the order of the day. We bring both.

From family offices exploring faith based stewardship to supporting isolated politicians, we bring unique insight.

As a first mover in impact investing and a Founding B Corp, we have a pioneering, award winning track record.

Lawyer and impact consultant by background, Anna spent 20+ years practicing commercial law across top international and UK firms, as General Counsel and advising SMEs. Anna is particularly focused on helping corporates translate and embed sustainable principles. Anna has an MA from Cambridge and is a qualified B Leader through B Lab UK.

Two decades of management and leadership experience in strategy, impact, communications, ESG, climate change and purpose across a spectrum of global organisations. Founded the impact advisory and peer-to-peer community Wading Herons. Previous senior roles at EY and DLA Piper, amongst others.

During a career in corporate finance (JP Morgan) and consulting (McKinsey & Co) Matthew found people constantly hungry for meaningful work. An experienced CEO (Tearfund) and Board Member, Matthew is passionate about helping leaders nurture business that is a life-giving experience. Matthew holds an MBA from IMD (Switz), MA from Cambridge.

John comes from a long line of farmers, clergy and entrepreneurs. Having started in real estate investment, he founded Shoremount 2010. He was a Founding UK B Corp, Investment Committee for Resonance, the UK’s leading impact funds and Non Exec to Pensions for Purpose. John has an MA from CASS Business School.