The Philanthropy Impact Podcast

Maintaining And Enhancing Social Purpose Through Philanthropic and ESG/ Impact Investing During High Inflation and Stressful Economic Times

Chaired by Darren Kelland and joined by Rebecca Cretney, Investment Counsellor, Nedbank Private Wealth; Mark Greer, Managing Director, Philanthropy Services, Charities Aid Foundation and Catherine de Maid, Partner, Burges Salmon.

It is important for advisors to prepare for conversations with clients about their values, motivations, and ambitions, to understand what drives them, and how to support them in setting their investment priorities, therefore creating a sustainable investment strategy – an essential part of the life cycle of a private client.

Although most professional advisory firms will already aim for this level of consumer care when dealing with traditional investment strategies, when it comes to discussions about ESG/Impact investing and philanthropic giving it can become substantially trickier.

It is widely recognised that there is a new generation of client, driven by (but not exclusively) Millennials, Women of Wealth and Gen Z that want a more personalised approach. These clients want to know that their wealth is doing better for society than harm and will fire inherited advisors if they do not meet their expectations.

The shift the mindset of firms will be addressed as this mindset shift is a huge step in the right direction for clients, particularly those with an interest in purpose driven wealth strategies and sustainability.

This session builds on the publication of Philanthropy Impact’s most recent magazine, The Life Cycle of a private client, looking at the new philanthropy and ESG/Impact investment lifecycle, the compounding returns of giving good advice including lessons from the younger generation, issues related to supporting clients on their lifecycle across the spectrum of capital.

This episode focuses on B-corps and the rising interest from companies in becoming part of this ever-growing community. Chaired by Darshita Gillies, wth a panel of Oliver Hunt and Amy Clark.

A shift is happening in the private client professional advisory world, and it is happening at an increasing pace. A recent article from the Financial Post highlights that over the next decade, an estimated $30 trillion in wealth will exchange from the hands of Baby Boomers to the next generations (women of wealth, millennials and gen Z).

Increasing research evidence, and the anecdotal experience of those within the Philanthropy Impact network, is showing this new generation of wealth holders have different needs and expectations of their trusted advisors and require a different approach. This new client focus on purpose, values and instant digital access is proving to be a cause for concern for professional advisory firms, as it requires a move away from transactional approach to a relationship approach, with clients at the centre.

In this webinar our CEO John Pepin is joined by Rowan Jackson, Chairman, Promising Outcomes, Stephen Wall, Founder, The Wealth Mosaic, Ajit Dayal, Founder, Quantum Asset Management Company to discuss how engaging this new generations of client means understanding their values, expectations, and the importance on delivering on these expectations, and measuring the effectiveness of the firm on meeting them.

This 30minute conversation is interesting to anyone working with (U)HNWI, who want to remain a trusted partner in their wealth stewardship right, and importantly their donor and impact investment journeys. We will highlight solutions to this issue and where to seek support.

Join our CEO John Pepin as he sits down with Sarah Soar, Chief Executive Officer at Hawksmoor Investment Management as they discuss Sarah's career, her passion for helping people, the importance of professional advisors keeping on top of changes in the impact investment market, financial education in schools, and much more.

Philanthropy Impact CEO, John Pepin, sits down with Darshita Gillies, Founder and CEO of Maanch, NED, investor and philanthropist to discuss all things philanthropy, impact investing and her career.