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Event Details

Overview

Changing Times
(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: George King IV, Partner, MASECO Private Wealth

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

Registration: by 29 April (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