Resources
Resourcing the Solidarity Economy: insights on building community power through reorganising wealth.
We collaborated with Decolonising Economics on a research into Resourcing the Solidarity Economy in the UK. The intention was to unfold the breadth of grassroots organising and movements work that is happening in this space and better understand what the resourcing experiences and needs are within. Please follow the below link for further information on the report and to request access.
Wealth Spectrum (latest)
A framework mapping different financial disciplines against a spectrum of extractive (regressive) to regenerative (progressive) wealth stewardship practices. This is an emergent tool, being revised as we continue our learning with others. Wealth holders and wealth advisors will find themselves engaged in a wide range of boxes across the spectrum. It is more to be seen as a thinking and reflection tool rather than an explicit guideline on best practice.
The Private Wealth Industry: Politically Biased, Ethically Compromising and Failing Clients
A new report from the Progressive Advisors’ Movement shows that the private wealth industry is taking an ‘anti-tax’ approach, that it is compromising the values of its own staff and that it is failing to listen to and respond to client wishes.
Language of Tax Report
Linguistics expert Kirstie Skates from Illume Linguistics assessed the language used around tax by firms working in the wealth advice industry. The study focuses on language used on websites of firms.
Wealth management: Tradition vs. New Imperatives
Report following an in-depth research into the current state of the wealth management industry by anthropologist Bridget Kustin and published at the Wealth Management’s New imperatives conference linked below.
Wealth management’s New Imperatives (Conference)
Our inaugural conference held on 8th of December 2022 at Saïd Business School in Oxford. Please use these links to visit the conference event page sharing further details or review what happened via these recordings of the day.