(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.
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.