Meeting Changing Client Expectations Future Proofing Firms with a values-based approach across the Spectrum of Capital
Come and join us as we discuss with leading experts, how to meet the needs of a purpose-driven client, who is keen to look at a more sustainable portfolio across the spectrum of capital, at our networking event kindly hosted by our members Brown Advisory.
The evening will begin with an interesting panel discussion chaired by Rennie Hoare, Partner & Head of Philanthropy at C Hoare & Co, who will be joined by Jack Williams-Ellis, Senior Business Development Manager, Vertical Future, Ida Levine, Director, Impact Investment Institute, Rosanna Arikoglu, Portfolio Manager, Brown Advisory and Oliver Scutt, Senior Associate, Bates Wells. Followed by a chance to network, with drinks and nibbles kindly provided by our hosts - a great opportunity to meet some of the panellists and others with interests in sustainable and purpose-driven wealth stewardship.
There is a new generation of client base, rapidly growing through the Great Wealth Transfer, driven by millennials, Gen Z, and women of wealth (but not exclusive to), these clients are demanding a different kind of service from their wealth stewards.
This new thinking is having an influence throughout the global economy, with financial regulatory bodies recognising the need for the financial services sector to change their approach to these clients. This is posing a complex problem for many Financial Institutions, particularly those with a large and long-standing traditional client base, often of a certain ‘boomer’ generation. How can they future-proof their firms, whilst also meeting the needs and expectations of their traditional client base?
In this discussion we will explore the global trends we are seeing, the impact of the new regulations on customer relationships and how discussing values, ambitions, goals and motivations for wealth in the context of the philanthropy investment spectrum can bring solutions that many firms are seeking for their clients.
TOPICS TO BE COVERED INCLUDE:
- Global trends driven by the Great Wealth Transfer
- Impact of FCA Consumer Duty and MiFiD II Suitability on firms and what it means
- Sustainable and purpose centred wealth planning across the Spectrum of Capital
- The values, motivations and goals of Millennials, Women of Wealth and Gen Z (U)HNW clients
REGISTER BY 8 February 2023
Prior registration is required.
Registration: 17.00 – 17.30 BST
Panel discussion: 17.30-19.00 BST
Networking reception 19.00-20.00 BST
Download the invitation pdf here