Events Resources

20 January 2022
Event
Research shows a growing client demand for discussion about values and goals to be a standard part of any professional advisory practice. In addition to this, it is widely believed...
27 January 2022
Event
This is a course developed especially for charity Major Donor and corporate fundraisers. The purpose is to inform and educate fundraisers who work with (U)HNWI, to understand the role of...
28 January 2022
Event
Changing Times (U)HNWs’ private clients’ needs are changing. Research shows that they want more comprehensive and personalised support from their professional advisors to address their values-based economic and social goals...
10 February 2022
Event
The trend towards impact/ESG investment is placing suitability issues at the heart of advisor/client conversations. This means moving beyond current discussions with clients about their investment objectives, their financial circumstances...