Changing Times: How to Meet Client Emerging Demand For Philanthropy and Social Investment Advice

A course designed specifically for professional advisers to (U)HNWI (Private Client, Wealth Management, IFA’s, Tax, And Legal Advisers)

Changing Times: How to Meet Client Emerging Demand For Philanthropy and Social Investment Advice

Event details
Location and contact details for this event.
Event type: 
Training
Date: 
27 Sep 2018 - 8:30am to 12:00pm
Venue address: 
MASECO Private Wealth, Burleigh House, 357 Strand, London WC2R 0HS, UK
Telephone: 
02074077879
 
Please note that this training course can only be booked by contacting Cecilia Hersler on email: cecilia.hersler@philanthropy-impact.org 
 
Changing Times
(U)HNWs’ private clients’ needs are changing. Research shows that they want more comprehensive and personalised support from their professional advisers to address their values-based economic and social goals. Driven by millennials and women with wealth, the growing demand for philanthropy and social impact investment advice and support provides increased opportunities for professional advisory firms. Philanthropy Impact’s evidence-based research (supported by Scorpio Partnership, CAF and other research) demonstrates:
 
  • Philanthropy and social impact investment goals are a key driver for many (U)HNW clients’ when managing their personal wealth
  • Clients want more/better philanthropy advice, with guidance from their advisers
  • Advisers can display their commitment to support clients on issues that they care about, bringing more depth to the client/adviser relationship.
Learning Areas
The awareness of philanthropy and social impact investment is ever-increasing. Providing the appropriate professional advice and tools require a focused and knowledgeable approach.
 
By attending this half-day intensive workshop, advisers will gain an understanding of the commercial proposition for providing this service to their clients, develop their philanthropy and social impact investment knowledge, plus learn practical skills to better support clients’ expectations and needs.
 
 
 
Trainers: Heiko Specking, Founder, specking+partners & John Pepin, CEO, Philanthropy Impact 
 
Speakers: George King IV, Partner, MASECO Private Wealth; Michael Albert-Seberich, Managing Director, Beyond Philanthropy
 
Registration: By 20th of September (please note that this training is limited to 12 advisers). Register by sending an email to cecilia.hersler@philanthropy-impact.org 
 
Cost: £450 (includes online access to the handbook “Getting Ready For Changing Times– Philanthropy Impact Handbook for Professional Advisers”)
 
Discounts for Philanthropy Impact partners: Corporate Standard 10%, Corporate Premium 20%; Individual members 10%
 
Cancellations received in writing 5 working days prior to the event will receive a full refund. It is regretted that cancellations made after this time will not receive a refund

 

Event registration
Event cost: 
£450, Discounts available for Philanthropy Impact partners and members
Registration: 
cecilia.hersler@philanthropy-impact.org
Suitable for: 
Professional advisers to (U)HNWI