Walk in my shoes - Money for Good - Values Driven Wealth Management

During this episode, we want to explore the global trends we are seeing, the impact of the new regulations on customer relationships

Walk in my shoes - Money for Good - Values Driven Wealth Management

Event details
Location and contact details for this event.
Event type: 
13 Mar 2023 - 4:00pm to 4:30pm
Venue address: 
Philanthropy Impact

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. 

There are implications for private client advisory firms.  The most recent research reinforces the need for a values-based purpose driven wealth management business.

Fidelity Charitable Research: firms that offer charitable planning had 6X the median assets of those that do not offer charitable planning, 3X organic growth, and .3X new money; as well higher net promotor scores, and higher trust levels.

Investing for Global Good A Power for Good 2022 (Camden Wealth Limited) research indicated for older generations there is a growing demand for and satisfaction in impact investing and that investors are seeking better services from wealth advisors. 

The implications of private Philanthropy Impact preliminary research of professional advisors (family offices, private banks, legal and tax services) and millennials, GEN Z, and women of wealth HNW/UHNWI are:

  • The world is changing and with it the needs and expectations of wealth holders
  • Wealth holders, particularly younger generations, are increasingly seeking to align their wealth with their values. They expect advisors to provide professional support in numerous, increasingly complex areas related to responsible investing and philanthropy
  • The professional advisory industry is falling short of the expectations of emerging wealth holders. There are warnings that the ongoing wealth transfer could be accompanied by the next generation of changing advisors 

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 spectrum of capital can bring solutions that many firms are seeking for their clients.

Chair     John Pepin, CEO, Philanthropy Impact

Panel   Ceris Gardner, Partner, Maurice Turnor Gardner

              James Broderick, Director, Impact Investing Institute

              Sean Kieran, CEO, Greengage


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