Waterfield Advisors launches philanthropic foundation to drive innovative impact strategies

Over the last four years, Waterfield Advisors has actively worked with ultra-high net worth individual (UHNI) clients and families to move significant capital into the social sector, either through grants or through impact-focused investing. Recognizing its role as a philanthropic advisor, Waterfield has now set up its own philanthropic foundation to create a direct impact.

The primary purpose of the Foundation is to act as a platform for testing innovative philanthropic models, exploring new ways to create impact, and potentially leading to groundbreaking strategies that can be shared with the world.

Commenting on the launch, Soumya Rajan, Founder & CEO, of Waterfield Advisors, said, “Waterfield Foundation represents a passion project that is coming to life after years of dedicated effort. Our mission is to reshape philanthropy by bridging the worlds of finance and social impact, recognizing the potential of private capital to drive meaningful change at scale. As we embark on this journey, we are profoundly excited to see our vision take shape and are eager to collaborate with like-minded partners to advance the Sustainable Development Goals and create a brighter future for all.”