CPD training in Zurich: Changing Times - How to Meet Emerging Client Demand For Philanthropy and Social Investment Advice
(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 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.