Philanthropy Impact’s Board is a wealth of knowledge, experience, and passion for the Private Client Advisory industry.
The Board of Directors is collectively responsible for the long-term success of the organisation, and does so by;
Providing entrepreneurial leadership and direction to the organisation in setting out its strategic aims, visions, and values and overseeing delivery against these
Monitoring financial performance and impact reporting
Assessing the principal risks facing our work and ensuring that adequate controls are in place to manage risk effectively
Ensuring that the appropriate and effective succession planning arrangements
Implementing appropriate charity governance procedures.
George is a Partner at MASECO Private Wealth and a senior investment professional with 25 years of financial markets experience who advises high net worth families on their cross border financial needs. For the first decade of his career, George was doing primary investment research as a Financial Analyst (CFA), spending most of that time as an Institutional Investor-ranked analyst at Credit Suisse First Boston in New York. Though responsible for a range of consumer industries, his notable coverage was the dynamic TMT (telecom, media, and technology) sector. The second half of his career has been focused on working with high-net-worth investor clients, principally with Alliance Bernstein (AB) and Royal Bank of Canada (RBC).
Working in New York, Miami and London, George has experience advising a very broad range of investors around the world on investment strategy and portfolio construction, across all major asset classes and multiple currency regimes. George has played a key role in helping to build wealth management businesses for both AB and RBC, across Florida and in London. He is a frequent speaker at industry conferences, writes for and is quoted in a range of publications, and makes regular appearances on TV and radio programs. Passionate about the critical importance of the intersection of wealth planning and investment management, he has earned a Certificate in Financial Services – Trusts and Estate Planning from the Society of Trust & Estate Practitioners (STEP). George has also joined the B Lab as a Trustee in 2023. As an American expat in the UK, George has lived through the issues on which he now advises US clients residing in the UK and elsewhere outside the US.
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Eddie qualified with a top 6 audit firm in 1993. Post qualification, he gained a broad range of experience across a range of business sectors, including audit and corporate finance transactions of listed property and hospitality groups. From the mid 1990’s he increasingly specialised in the charity and not for profit sector and took a lead in developing the firm’s audit and other services to a sector that was at that time rapidly professionalising. He was a core member of the newly formed charity team that supported clients adapting to what was then a new statutory audit obligation for charities. His clients during this period included a diverse range of organisations including membership bodies, learned societies and charities delivering public services under contract. He joined Buzzacott in 2003 and became a partner in 2005, his interests in overseas development, social enterprise and membership organisations complementing the specialist focus of the Charity and Not for Profit Team partners at that time.
He now works with a diverse range of organisations including Livery Companies. Many of Edward’s clients have historic constitutions, including Royal Charters, which pre-date modern company and charity law, as well as relationships with wider communities including the City of London. Many of his clients have substantial investments in property and other assets, including assets made available for social impact purposes as well as or instead of financial return. He acts for several organisations that are stewards of historic properties and other “heritage” assets – including managing their use as a venue for training and professional meetings, hospitality and other purposes - as well as for charities engaged in welfare, education and training and housing. As well as audit, Edward undertakes projects for clients including additional assurance on financial controls and processes, governance reviews and training. He regularly presents at client seminars and external conferences and events as well as writing for Buzzacott’s own and external publications. Edward is a member of the firm’s Audit and Assurance Technical Committee as well as its Audit Committee and holds the responsibility for Buzzacott’s training of ICAEW Chartered Accountants.
Find out more about membership
Cath co-founded Scorpio Partnership, the global wealth management strategy and research firm. Over two decades, she oversaw the firm’s high-net-worth and strategy research capabilities on client engagement, the client experience, brand identity and the value proposition. She worked with 300 global, regional and niche organisations in more than 40 countries on their operational strategies. In the field of philanthropy, Cath led Scorpio Partnership’s global research work with major donors, family givers and family foundations. She also worked with a number of international private foundations on their future operational strategies.
She is recognised as a global thought leader on international wealth management, the onshore and offshore environment, the client experience, global philanthropy, entrepreneurship, the family office, family wealth, the next generation, and women and wealth. Scorpio Partnership was acquired by AON in 2014. Currently, Cath is a trustee of Philanthropy Impact and is the co-founder of the Philanthropy Collaborative. She is also an advisory board member of the Family Office Association in the US and the Managing Partners Forum in the UK.
Find out more about membership
Jo has been a Partner since 2014. She specialises in providing tax advice to wealthy individuals and their businesses and has over 14 years’ experience. Jo’s clients range from former prime ministers to motor racing enthusiasts. Jo leads KPMG’s national Private Wealth Tax services, which offer private client tax advice to wealth managers including tax reporting, opinions on structured products and training. Jo’s clients include family offices, landed estates, entrepreneurs, ultra-high net worth individuals and non-doms. Jo was listed as one of the ‘Top 35 Under 35 Private Client Practitioners’ for 2009, 2010 and 2011, and one of the few to be listed every year since the award was established. She was also shortlisted in Management Today’s 35 Under 35 ‘Ones to Watch’, which was published in the Sunday Times in 2012. Jo was shortlisted in the prestigious Tax Journal ‘Top 40 under 40’ in 2015, as well as being awarded Gold in the Citywealth Powerwoman Awards 2015.
Find out more about membership
Ceris advises UK and international philanthropists on planning their charitable giving strategy including the availability of tax reliefs and the requirements for cross border giving. Ceris advises charity trustees on constitutional and governance issues, on their powers and duties and on the increased risks and responsibilities facing them in the economic downturn and the challenges posed by the role of charities in the Big Society. Ceris is a trustee of Crimestoppers Trust and secretary to the STEP Charity Special Interest Group.
Ceris contributes to press articles on philanthropy and gives talks on charity matters to private banks and other professional organisations. She is also a member of STEP and the Charity Law Association.
Find out more about membership
Listed among 100 Most Influential in UK - India Relationships, Darshita is Founder & CEO of Maanch - an multi award winning global impact platform connecting high impact organisations around the world with philanthropic capital providers and link global progress on SDGs. From humble beginnings in Mumbai, India, in a non-English-speaking conservative family, she is now a global citizen. Her aim is to leverage the power of emerging technologies to address the complex business and societal challenges we face in a more sustainable, conscious, and strategic way. Her experience builds on and blends 3 facets, 'Finance', 'Technology' and 'Planetary Sustainability’. With a professional background as a Chartered Accountant, Investment Banker, Executive Coach, Impact Investing and FinTech/ Blockchain Specialist, Darshita also serves on Boards of 'For Profit' and 'Non-Profit' organisations.
Find out more about membership
Nandu Patel is Head of Charities and Asset Consultant Relationships for Barclays Private Bank in the UK. Based in London, Nandu will drive the Charities, Not-For-Profit and Asset Consultant proposition and is responsible for building, managing and growing relationships with asset consultants as well as charities and not-for-profits. Based in London, he reports to Lisa Francis, Head of the UK and Crown Dependencies, Barclays Private Bank.
Nandu has over 34 years’ experience in financial services and wealth management and joins Barclays from Rothschild & Co where he spent 10 years, most recently as UK Head of Charities. Additional experience includes a 20-year stint with Morgan Stanley, where he worked with non-resident Indian, UK and European private clients, small sized money managers and UK charities.
Nandu is a trustee of a UK registered charity and has recently been appointed to the Board of Philanthropy Impact UK as well as to the investment committee of the Royal College of Music.
Find out more about membership
Keith has been a partner advising financial services firms for over 35 years, leading businesses for EY, CapGemini and Capco. He led EY’s Wealth Management and Private Banking business for over 10 years and continues to advise organisations in this sector. He is currently advising a range of fintechs and other start/scale ups on strategy, distribution, partnerships and funding. He is also a trustee and adviser to several philanthropic and charity bodies.
Find out more about membership
Sarah has 40 years’ experience in investment and wealth management having previously worked for Seymour Pierce Butterfield, Brewin Dolphin and JM Finn. She has held roles ranging from Investment Manager, Head of Office, Regional Managing Director, National Director, Business Development Director and Head of Investment Management. She was the first woman to be appointed to the board of Brewin Dolphin Holdings PLC, a FTSE 250 company. Sarah is now Chief Executive of Hawksmoor and she currently sits on the board of PIMFA, the trade body of the wealth management industry, and is Chair of its Nomination Committee.
Find out more about membership
Arun Kelshiker is the former Head of Asset Allocation and Portfolio Strategy at Standard Chartered Bank and a senior portfolio manager and country Chief Investment Officer with Allianz Global Investors / Allianz Group. He brings close to twenty years of multi-asset & ESG career experience, having managed institutional assets and provided investment advisory with leading international asset managers and banks. In his role as the Head of Asset Allocation and Portfolio Strategy at Standard Chartered Bank Group Wealth Management, he provided investment advisory and best of breed fund solutions across international client markets and global private banking centres. Arun’s institutional background has been with Allianz Global Investors (AGI) and Allianz Group among others, in which he was involved at the start of AGI. As a senior equity portfolio manager, and later Country CIO, he successfully managed institutional investment mandates.
Arun delivers responsible / sustainable investing solutions for asset owners, asset managers and policy makers, having recently been part of the team at the University of Cambridge’s Centre for Resilience and Sustainable Development on furthering impact investing. He is part of the Expert Panel for Sustainability Unlocked for sustainable finance, responsible investing and ESG.
He has been contributing to CFA over the past eighteen years, holding board and leadership roles. Currently he contributes to CFA UK: DEI Committee (vice-chair), Pension Expert Panel, ESG Group and CFA UK’s Investment (Reserves) Committee (vice-chair). He is also a member of the Advisory Board for the Asset Owner Diversity Charter (UK).
Arun has an MBA from the University of Chicago Booth School of Business, US, and a Masters in International Economics and Management from SDA Bocconi University in Milan, Italy. He is a CFA Charterholder and a CAIA Charterholder and a regular speaker at investment conferences and for the media.
Find out more about membership
Jaime is a partner in the private client and tax team.
She advises on US and international tax and estate planning, particularly for families and trusts with US/UK cross-border concerns.
Jaime devotes a large part of her practice to advising individuals and families in relation to their philanthropic goals and charitable structuring for both individuals and non-profit organisations. She has extensive experience with the establishment and operation of US charitable vehicles, including those that form part of dual qualified charitable structures, which attract tax-efficient contributions from US persons outside the US. She also advises non-US charities in relation to US investments and fundraising.
Jaime frequently works with individuals seeking to renounce US citizenship or abandon long-term permanent residence in the US. She provides US tax compliance advice to individuals and assists them through the relevant IRS disclosure procedures, when necessary. In addition, she advises both individuals and entities on their FATCA obligations.
Find out more about membership
George is a Partner at MASECO Private Wealth and a senior investment professional with 25 years of financial markets experience who advises high net worth families on their cross border financial needs. For the first decade of his career, George was doing primary investment research as a Financial Analyst (CFA), spending most of that time as an Institutional Investor-ranked analyst at Credit Suisse First Boston in New York. Though responsible for a range of consumer industries, his notable coverage was the dynamic TMT (telecom, media, and technology) sector. The second half of his career has been focused on working with high-net-worth investor clients, principally with Alliance Bernstein (AB) and Royal Bank of Canada (RBC).
Working in New York, Miami and London, George has experience advising a very broad range of investors around the world on investment strategy and portfolio construction, across all major asset classes and multiple currency regimes. George has played a key role in helping to build wealth management businesses for both AB and RBC, across Florida and in London. He is a frequent speaker at industry conferences, writes for and is quoted in a range of publications, and makes regular appearances on TV and radio programs. Passionate about the critical importance of the intersection of wealth planning and investment management, he has earned a Certificate in Financial Services – Trusts and Estate Planning from the Society of Trust & Estate Practitioners (STEP). George has also joined the B Lab as a Trustee in 2023. As an American expat in the UK, George has lived through the issues on which he now advises US clients residing in the UK and elsewhere outside the US.
Find out more about membership
Eddie qualified with a top 6 audit firm in 1993. Post qualification, he gained a broad range of experience across a range of business sectors, including audit and corporate finance transactions of listed property and hospitality groups. From the mid 1990’s he increasingly specialised in the charity and not for profit sector and took a lead in developing the firm’s audit and other services to a sector that was at that time rapidly professionalising. He was a core member of the newly formed charity team that supported clients adapting to what was then a new statutory audit obligation for charities. His clients during this period included a diverse range of organisations including membership bodies, learned societies and charities delivering public services under contract. He joined Buzzacott in 2003 and became a partner in 2005, his interests in overseas development, social enterprise and membership organisations complementing the specialist focus of the Charity and Not for Profit Team partners at that time.
He now works with a diverse range of organisations including Livery Companies. Many of Edward’s clients have historic constitutions, including Royal Charters, which pre-date modern company and charity law, as well as relationships with wider communities including the City of London. Many of his clients have substantial investments in property and other assets, including assets made available for social impact purposes as well as or instead of financial return. He acts for several organisations that are stewards of historic properties and other “heritage” assets – including managing their use as a venue for training and professional meetings, hospitality and other purposes - as well as for charities engaged in welfare, education and training and housing. As well as audit, Edward undertakes projects for clients including additional assurance on financial controls and processes, governance reviews and training. He regularly presents at client seminars and external conferences and events as well as writing for Buzzacott’s own and external publications. Edward is a member of the firm’s Audit and Assurance Technical Committee as well as its Audit Committee and holds the responsibility for Buzzacott’s training of ICAEW Chartered Accountants.
Find out more about membership
Cath co-founded Scorpio Partnership, the global wealth management strategy and research firm. Over two decades, she oversaw the firm’s high-net-worth and strategy research capabilities on client engagement, the client experience, brand identity and the value proposition. She worked with 300 global, regional and niche organisations in more than 40 countries on their operational strategies. In the field of philanthropy, Cath led Scorpio Partnership’s global research work with major donors, family givers and family foundations. She also worked with a number of international private foundations on their future operational strategies.
She is recognised as a global thought leader on international wealth management, the onshore and offshore environment, the client experience, global philanthropy, entrepreneurship, the family office, family wealth, the next generation, and women and wealth. Scorpio Partnership was acquired by AON in 2014. Currently, Cath is a trustee of Philanthropy Impact and is the co-founder of the Philanthropy Collaborative. She is also an advisory board member of the Family Office Association in the US and the Managing Partners Forum in the UK.
Find out more about membership
Jo has been a Partner since 2014. She specialises in providing tax advice to wealthy individuals and their businesses and has over 14 years’ experience. Jo’s clients range from former prime ministers to motor racing enthusiasts. Jo leads KPMG’s national Private Wealth Tax services, which offer private client tax advice to wealth managers including tax reporting, opinions on structured products and training. Jo’s clients include family offices, landed estates, entrepreneurs, ultra-high net worth individuals and non-doms. Jo was listed as one of the ‘Top 35 Under 35 Private Client Practitioners’ for 2009, 2010 and 2011, and one of the few to be listed every year since the award was established. She was also shortlisted in Management Today’s 35 Under 35 ‘Ones to Watch’, which was published in the Sunday Times in 2012. Jo was shortlisted in the prestigious Tax Journal ‘Top 40 under 40’ in 2015, as well as being awarded Gold in the Citywealth Powerwoman Awards 2015.
Find out more about membership
Ceris advises UK and international philanthropists on planning their charitable giving strategy including the availability of tax reliefs and the requirements for cross border giving. Ceris advises charity trustees on constitutional and governance issues, on their powers and duties and on the increased risks and responsibilities facing them in the economic downturn and the challenges posed by the role of charities in the Big Society. Ceris is a trustee of Crimestoppers Trust and secretary to the STEP Charity Special Interest Group.
Ceris contributes to press articles on philanthropy and gives talks on charity matters to private banks and other professional organisations. She is also a member of STEP and the Charity Law Association.
Find out more about membership
Listed among 100 Most Influential in UK - India Relationships, Darshita is Founder & CEO of Maanch - an multi award winning global impact platform connecting high impact organisations around the world with philanthropic capital providers and link global progress on SDGs. From humble beginnings in Mumbai, India, in a non-English-speaking conservative family, she is now a global citizen. Her aim is to leverage the power of emerging technologies to address the complex business and societal challenges we face in a more sustainable, conscious, and strategic way. Her experience builds on and blends 3 facets, 'Finance', 'Technology' and 'Planetary Sustainability’. With a professional background as a Chartered Accountant, Investment Banker, Executive Coach, Impact Investing and FinTech/ Blockchain Specialist, Darshita also serves on Boards of 'For Profit' and 'Non-Profit' organisations.
Find out more about membership
Nandu Patel is Head of Charities and Asset Consultant Relationships for Barclays Private Bank in the UK. Based in London, Nandu will drive the Charities, Not-For-Profit and Asset Consultant proposition and is responsible for building, managing and growing relationships with asset consultants as well as charities and not-for-profits. Based in London, he reports to Lisa Francis, Head of the UK and Crown Dependencies, Barclays Private Bank.
Nandu has over 34 years’ experience in financial services and wealth management and joins Barclays from Rothschild & Co where he spent 10 years, most recently as UK Head of Charities. Additional experience includes a 20-year stint with Morgan Stanley, where he worked with non-resident Indian, UK and European private clients, small sized money managers and UK charities.
Nandu is a trustee of a UK registered charity and has recently been appointed to the Board of Philanthropy Impact UK as well as to the investment committee of the Royal College of Music.
Find out more about membership
Keith has been a partner advising financial services firms for over 35 years, leading businesses for EY, CapGemini and Capco. He led EY’s Wealth Management and Private Banking business for over 10 years and continues to advise organisations in this sector. He is currently advising a range of fintechs and other start/scale ups on strategy, distribution, partnerships and funding. He is also a trustee and adviser to several philanthropic and charity bodies.
Find out more about membership
Sarah has 40 years’ experience in investment and wealth management having previously worked for Seymour Pierce Butterfield, Brewin Dolphin and JM Finn. She has held roles ranging from Investment Manager, Head of Office, Regional Managing Director, National Director, Business Development Director and Head of Investment Management. She was the first woman to be appointed to the board of Brewin Dolphin Holdings PLC, a FTSE 250 company. Sarah is now Chief Executive of Hawksmoor and she currently sits on the board of PIMFA, the trade body of the wealth management industry, and is Chair of its Nomination Committee.
Find out more about membership
Arun Kelshiker is the former Head of Asset Allocation and Portfolio Strategy at Standard Chartered Bank and a senior portfolio manager and country Chief Investment Officer with Allianz Global Investors / Allianz Group. He brings close to twenty years of multi-asset & ESG career experience, having managed institutional assets and provided investment advisory with leading international asset managers and banks. In his role as the Head of Asset Allocation and Portfolio Strategy at Standard Chartered Bank Group Wealth Management, he provided investment advisory and best of breed fund solutions across international client markets and global private banking centres. Arun’s institutional background has been with Allianz Global Investors (AGI) and Allianz Group among others, in which he was involved at the start of AGI. As a senior equity portfolio manager, and later Country CIO, he successfully managed institutional investment mandates.
Arun delivers responsible / sustainable investing solutions for asset owners, asset managers and policy makers, having recently been part of the team at the University of Cambridge’s Centre for Resilience and Sustainable Development on furthering impact investing. He is part of the Expert Panel for Sustainability Unlocked for sustainable finance, responsible investing and ESG.
He has been contributing to CFA over the past eighteen years, holding board and leadership roles. Currently he contributes to CFA UK: DEI Committee (vice-chair), Pension Expert Panel, ESG Group and CFA UK’s Investment (Reserves) Committee (vice-chair). He is also a member of the Advisory Board for the Asset Owner Diversity Charter (UK).
Arun has an MBA from the University of Chicago Booth School of Business, US, and a Masters in International Economics and Management from SDA Bocconi University in Milan, Italy. He is a CFA Charterholder and a CAIA Charterholder and a regular speaker at investment conferences and for the media.
Find out more about membership
Jaime is a partner in the private client and tax team.
She advises on US and international tax and estate planning, particularly for families and trusts with US/UK cross-border concerns.
Jaime devotes a large part of her practice to advising individuals and families in relation to their philanthropic goals and charitable structuring for both individuals and non-profit organisations. She has extensive experience with the establishment and operation of US charitable vehicles, including those that form part of dual qualified charitable structures, which attract tax-efficient contributions from US persons outside the US. She also advises non-US charities in relation to US investments and fundraising.
Jaime frequently works with individuals seeking to renounce US citizenship or abandon long-term permanent residence in the US. She provides US tax compliance advice to individuals and assists them through the relevant IRS disclosure procedures, when necessary. In addition, she advises both individuals and entities on their FATCA obligations.
Find out more about membership