PARTNERS AND CLIENTS
Over the past 15 years, we have advised, lectured at or collaborated with the following institutions.
Private clients and members of the NILA and KATALYST programs are not named.
Advisory and Non-Executive Positions
Kieger, UNDP, IMPACT HUB, PG IMPACT, SIFEM, FORE PARTNERS, CSP at ZURICH UNIVERSITY, UNILEVER, Credit Suisse, JP Morgan, Bank Gutmann, Kaiser Ritter, RVVZ Foundation, IDeA Foundation, Bank of America, Merrill Lynch, US Trust, Susi Partners, SECO, DfID Impact Programme, BlueTech Bridge/DEZA, UNILEVER, EDGE, SKOPOS Fund, Anthos, Porticus, COFRA, Willows Investments, Liechtenstein Dialog for Development, TBLI, PYMWYMIC, toniic, Berta Center for Social Innovation, Vermuth, United Success, TGEP, EnerCIS, SUSI Partners, Entropy, Osmosis Capital.
Lecturing, Public Speaking and Capacity Building Programs (including module hosts)
Wharton, IMD, YALE, St Gallen University, University of Zurich, PG Impact, INSEAD, UNILEVER, FOX, NEXUS, Young Investor Organization, PYMWYMIC, Go Beyond, CEIBS, Triodos, Berta Center for Social Innovation, University of Cape town, Skolkovo, IRI at Harvard University, responsibility, CSP Zurich University, Initiative for sustainable development at MIT Sloan, Berta Center for Social Innovation, TBLI, Campden, FOX, GIIN, Impact CAPITAlism Summit, PRI?, KATAPULT, Liechtenstein Dialog for Development, Impact Park
Partners of Capacity Building Programs/Thought Leadership
ELEA, PG IMPACT, ZURICH UNIVERSITY, GLOBALANCE BANK, US Trust, SECO, PYMWYMIC, Triodos, Berta Center for Social Innovation, DOEN , Rancilio Cube Family office, the HUS. Institute, IMD Center for Social innovation, Climatr KIC.
JBJ CONSULT
Impact Investment Solutions
OUR WORK
JBJ Consult is an independent boutique specializing in impact investment advisory services, founded in 2010 by Julia Balandina Jaquier. Headquartered in Zurich, Switzerland, we support private, institutional, and sovereign investors, as well as philanthropists, in crafting and executing mission-driven investment strategies, programs, and structures. Additionally, JBJ Consult empowers asset owners and managers to engage successfully in impact finance through capacity-building programs. Our approach is centered on fostering long-term partnerships and delivering practical, actionable solutions that drive value creation for our clients and meaningful change.
building alignment; developing
strategy/Theory of Change;
designing and structuring investment programs; building teams, processes, and governance
strategic (Board) workshops;
practice-oriented educational events and programs;
coaching and mentoring
non-executive roles,
investment program supervision,
strategic reviews,
organizational development
WHAT MOTIVATES US
We are passionate about using market-based approaches to address key environmental and social challenges, and helping our clients make a real difference in the world through investing.
We believe that integrating sustainability and impact into investment strategies makes good business sense and fosters alignment with the values of asset owners, thereby creating a deeper purpose to and connection with their wealth.
Our work is shaped by over 20 years of active involvement in the impact finance and a deep belief that private capital is crucial to the paradigm shift towards fairer, more sustainable economic and financial systems.
We act as a trusted adviser to our clients and are keen to work with them to facilitate their long-term successful engagement in impact finance.
capacity-building for new leaders
within families of wealth
Investing with Impact
KATALYST PROGRAM
JBJ Consult is the founder of KATALYST, a capacity-building program for families of wealth, designed to help them accelerate their involvement in impact finance.
Conducted in small cohorts of 3-6 people in a safe and confidential environment, with content tailored to the individual needs of participants, the program combines practice-oriented finance and impact investment training with curated strategy development, coaching and mentoring, and (optional) internship at an impact investment firm.
It is an effective and enjoyable way for wealth owners to build their skills, confidence, and networks, craft bespoke strategies, and develop a pragmatic implementation approach.
OUR CLIENTS
The core of our work is supporting asset owners, with a primary focus on families of wealth, their foundations, and Family Offices. We also help asset managers develop impact investment capabilities and products, and advise governments and developmental institutions in designing and managing mission-driven investment vehicles and building the enabling environment for private capital.
PRIVATE ASSET OWNERS
Families of Wealth, Family Offices,
Foundations, and Family Businesses
ASSET/WEALTH MANAGERS
Multi-Family Offices,
Private Banks, Investment Funds and Wealth Managers
INSTITUTIONAL ASSET OWNERS
Governments, Corporates,
Multilateral/Development Finance Institutions
IMPACT INVESTING GUIDE
True to our mission of helping asset owners become meaningfully and successfully engaged in impact finance, JBJ Consult founder Julia Balandina Jaquier has published two books, the latest of which, Catalyzing Wealth for Change: Guide to Impact Investing, is often referred to as an "industry bible".
The result of seven years of research and collaboration with over 170 families of wealth around the world, Catalyzing Wealth for Change provides private and institutional investors with practical, step-by-step guidance on the development and implementation of an impact investment program.
It includes 45 case studies of leading impact investors, examples of impact portfolios and their performance, many practical tools, tips, and further resources.
