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: 
2 May 2019 - 8:30am to 12:00pm
Venue address: 
MASECO Private Wealth, Burleigh House, 357 Strand, London WC2R 0HS
Organisation: 
Philanthropy Impact
Telephone: 
020 74077879
 
Please note that this training course can only bebooked by
      contacting Cecilia Hersler
 
 
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
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.
 
The session is highly interactive and gives advisers an opportunity to understand how philanthropy can incorporated in to their advisory practice.
 
Trainers: Heiko Specking, Founder, specking+partners & John Pepin, CEO, Philanthropy Impact 
 
SpeakersGeorge King IV, Partner, MASECO Private Wealth
 
Registration: by 25 April (limited to 12 advisers).Register by sending an email to registration@philanthropy-impact.org or cecilia.hersler@philanthropy-impact.org
 

Cost: £450 (includes 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. 

 

Philanthropy impact would like to thank Maseco Private Wealth

for generously hosting this training course

 

 

Event registration
Event cost: 
£450, Discounts available for Philanthropy Impact partners and members
Registration: 
cecilia.hersler@philanthropy-impact.org