On 30 November 2022, Philanthropy Impact will be joining many of our member firms at the Transatlantic Wealth & Estate Planning conference from Informa Connect’s Private Client Hub. With a...
The trend towards ESG/impact investment is placing suitability issues at the heart of professional advisor/client conversations as seen with the recent FCA Consumer Duty regulations. This means moving beyond current...
Bridging the gap between the fundraising and professional advisory communities can add significant additional value to your fundraising efforts. Our highly interactive training session is designed to give you the...
This training course specially designed for professional advisors will allow you to further develop your skills and competencies, focusing on how you can deliver this new and important client service...
Bridging the gap between the fundraising and professional advisory communities can add significant additional value to your fundraising efforts. Our highly interactive training session is designed to give you the...
