- This event has passed.
(U)HNWs’ private clients’ needs are changing. Research shows that they want more comprehensive and personalised support from their professional advisers, whichever discipline, to address their values-based economic and social goals. Driven by millennials and women with wealth, the growing demand for philanthropy and social impact investment advice and support provides increased opportunities for professional advisory firms.
Philanthropy Impact’s evidence-based research (supported by Scorpio Partnership, CAF and other research) demonstrates:
• Philanthropy and social impact investment goals are a key driver for many (U)HNW clients’ when managing their personal wealth
• Clients want more/better philanthropy advice, with guidance from their advisers
• Advisers can display their commitment to support clients on issues that they care about, bringing more depth to the client/adviser relationship.
Learning Outcomes
By attending this half-day intensive workshop, advisers will gain an understanding of the commercial proposition for providing this service to their clients, develop their philanthropy and social impact investment knowledge, plus learn practical skills to better support clients’ expectations and needs. The session is highly interactive and gives advisers an opportunity to understand how philanthropy can incorporated in to their advisory practice.
Venue Maurice Turnor Gardner, Milton House, 1 Milton St, London EC2Y 9BH
Speaker Ceris Gardner, Partner, Maurice Turnor Gardner
CPD 180 minutes (3 hours) self-certified CPD points
20% Discount for PIMFA members, please quote PIMFA27Nov to get this discount.
Philanthropy Impact would like to thank MAURICE TURNER GARDNER for generously hosting this course.
Register before 17 November (limited to 12 advisers)
Register by sending an email to zofia.sochanik@philanthropy-impact.org or calling Zofia Sochanik, Director, Training and Development on +44 (0) 7825 871 839
Cost includes access to the handbook “Getting Ready For Changing Times– Philanthropy Impact Handbook for Professional Advisers”
20% Discount for PIMFA members, please quote PIMFA27Nov to get this discount.