MySparkSocial

Portfolio and Philanthropy Advisory Services

Grow your wealth, enrich the world

Welcome to Spark Social’s Exclusive Portfolio and Philanthropy Advisory Services!

At Spark Social, we are pioneering a unique approach to wealth management that seamlessly integrates financial growth and social enrichment. Our motto, “Grow your wealth, enrich the world,” is more than just a tagline—it’s the guiding principle behind everything we do. Our exclusive blend of Portfolio Advisory and Philanthropy Advisory Services is designed to not only grow your wealth but also to generate significant social value. By applying rigorous ESG and value investing principles, we ensure your investments yield attractive returns while contributing positively to society. Simultaneously, our strategic philanthropy services help you make meaningful contributions to causes you care about, creating a lasting impact. With Spark Social, your wealth becomes a powerful tool for change, enabling you to enrich the world as you grow.

Investment Portfolio Advisory

Powered by Jone Portman Limited, our team of experts applies a rigorous Environmental, Social, and Governance (ESG) and Impact Investing approaches, coupled with a value investing strategy. We aim to provide advisory for portfolio that not only yields attractive returns but also aligns with your values and contributes to a sustainable future.

Value to Investors

Financial Returns

Potential for attractive returns through a value investing approach.

Social Impact

Investments that align with your values and contribute to social causes you care about.

Risk Management

Diversified portfolio construction and ongoing monitoring help manage investment risk.

Personalized Service

Tailored investment strategies that reflect your financial goals and social impact aspirations.

What we do

Understanding Your Goals

We start by understanding your financial goals, risk tolerance, and social impact aspirations.

Portfolio Construction

Based on your preferences, we construct a diversified portfolio applying ESG and value investing principles.

Ongoing Monitoring

We continuously monitor your portfolio’s performance and the social impact it’s generating.

Regular Reporting

We provide regular reports detailing your portfolio’s financial performance and its social impact.

Portfolio Rebalancing

As markets fluctuate and your goals evolve, we provide advisory to rebalance your portfolio to ensure it remains aligned with your objectives.

We understand that philanthropy is more than just giving. It’s about making a difference. Our team will guide you in developing a strategic philanthropy plan, helping you to identify causes that resonate with your values, and ensuring your contributions create a lasting impact.

Philanthropy Advisory Services

Value to Investors

Strategic Giving

Develop a strategic plan for your philanthropic activities.

Impact Assessment

Understand the impact of your giving and see how it aligns with your values.

Personal Fulfilment

Experience the personal fulfilment that comes from making a difference in the world.

Legacy Building

Create a lasting legacy that reflects your values and contributes to a better world.

What we do

Understanding Your Values

We start by understanding your values and the causes you care about.

Strategic Planning

We help you develop a strategic philanthropy plan that aligns with your values.

Identifying Opportunities

We identify giving opportunities that resonate with your values and can create a lasting impact.

Impact Assessment

We assess the impact of your philanthropic activities and provide regular reports.

Ongoing Support

We provide ongoing support and advice to help you navigate your philanthropic journey.

Contact us

Join us in making a difference and creating a positive social impact. Contact us to learn how you can contribute to our mission of fostering social responsibility and driving meaningful change. Together, we can build a better future. Get in touch with us today and be a part of the movement for social impact and responsibility.