A reflection on a panel discussion about the important and evolving role of professional advisors and the increasing focus on philanthropy. The reflections captured here are all the more relevant...
Given the potential effect on financial advisers’ businesses, there is great interest in the trends of philanthropy and social and impact investment and how different generations approach them. Differences certainly...
Given the potential effect on financial advisers’ businesses, there is great interest in the trends of philanthropy and social and impact investment and how different generations approach them. Differences certainly...
You need a reasonably profound connection with clients in order to better understand their individual interest. Knowing the client’s personal motivation and ideas leads to an improved service by the...
Download this article as a PDF. There are profound differences in how today’s young wealthy individuals and entrepreneurial figures approach their wealth management, with many of them showing a keenness...
Download this article as a PDF. St John’s Hospital is a locally focused charity in Bath, which has grown since 1174 to become a major philanthropic charitable foundation, built on...
Download this article as pdf. Maximising impact means looking not only at what we do but at what we are as organisations, exploring whether we are fit for purpose. The...
Download this article as pdf. “Philanthropy – the promotion of welfare of others especially by generous donation of money to good causes.” Of itself, the definition is self-congratulating and self-perpetuating...
