Does wealth advice require a radical re-think?

How Can Professional Advisors Best Serve Progressive (U)HNW Wealth Holders?

Does wealth advice require a radical re-think?

Event details
Location and contact details for this event.
Event type: 
18 Jan 2023 - 5:30pm to 8:00pm
Venue address: 
One Bartholomew Cl, London EC1A 7BL, United Kingdom
Philanthropy Impact





The world is changing and with it the needs and expectations of wealth holders.  Women of wealth, millennials and GEN Z wealth holders are seeking to align their wealth with their values and ambitions across all aspects from wealth planning, structuring, tax, family business advisory and succession; their conversations with their private client advisors revolving around this and their ESG/impact investing and philanthropic giving.

 The needs and expectations of wealth holders continue to evolve and the traditional way of advising wealth holders may no longer be fit for purpose. 

At the event we will be asking if the professional advisory industry is falling short of the expectations of these emerging wealth holders and discuss how professional advisers to (U)NHWI can strengthen their values-focused offering leading to client retention, differentiation supporting business development, talent attraction and retention, and compliance.  Insights from recent research will be shared with the audience. Barriers to meeting client expectations will be addressed. 

Key sustainability issues of interest to this growing movement of wealth holders who are looking for advisory support to bring progressive values and opportunities to them will be addressed.

Event highlights

Chair: Jonathan Brinsden, Partner, BDB Pitmans LLP

Panel: Dylan Samuel, Senior Relationship Manager, Lombard Odier; James von Simson, Director, Tilney Smith & Williamson; Sherry Coutu CBE, Non-executive Director of Pearson plc, Workfinder, and Raspberry Pi; Stephanie Brobbey, Founder, The Good Ancestor Movement 

Time: Registration 17:00; Discussion 17:30-19:00; Networking Reception 19:00-20:00

Duration: 90 minutes

CPD: 1.5

Prior registration is required.



Event registration
Event cost: 
£60 (non-profit) | £80 (for profit). Members have free access to the event
Ends on 17 January 2023 at midnight GMT