Loading Events
Event Details

Overview

(U)HNWs’ private clients’ needs are changing. Research shows that they want more comprehensive and personalised support from their professional advisers 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 Areas

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.

Trainers: Heiko Specking, Founder, specking+partners & John Pepin, CEO, Philanthropy Impact

Speakers: Lyn Tomlinson, Wealth Planning Director & Philanthropy Lead, Cazenove Capital

CPD: 180 minutes (3 hours) self-certified CPD points

Registration by 21 June (limited to 12 advisers).

Register by sending an email to registration@philanthropy-impact.org or cecilia.hersler@philanthropy-impact.org

Cost: £450 (includes access to the handbook “Getting Ready For Changing Times– Philanthropy Impact Handbook for Professional Advisers”)

Discounts for Philanthropy Impact partners: Corporate Standard 10%,

Corporate Premium 20%; Individual members 10%

Discount for PIMFA members: £405

Cancellations received in writing 5 working days prior to the event will receive a full refund. It is regretted that cancellations made after this time will not receive a refund.

Philanthropy impact would like to thank Cazenove Capital for generously hosting this training course and our supporting partner PIMFA