CHANGING TIMES: A commercial opportunity not to be missed by professional advisers – providing philanthropy and social investment advice

Spring 2018

CHANGING TIMES: A commercial opportunity not to be missed by professional advisers – providing philanthropy and social investment advice

Magazine
Exploring the role of philanthropy as part of wealth management and the important role of philanthropy of the proffesional advisory sector. 

Magazine contents

Magazine article
You need a reasonably profound connection with clients in order to better understand their individual interest. Knowing the client’s personal motivation and ideas leads to an improved service by the...
Magazine article
The Hoare family’s involvement in both banking and philanthropy began almost 350 years ago. The two strands were twinned at the very start and remain closely connected today. Our philanthropy...
Magazine article
When selecting candidates from a large pile of job applications, we don’t just pick someone out at random because they are probably all equally good. And I think you would...

  • Government, legal and tax issues
  • Impact measurement
  • International giving
  • Next generation philanthropy
  • Philanthropy Advice
  • Philanthropy stats & trends
  • Promoting philanthropy
  • Social investment
  • Strategy advice
  • Understanding philanthropy
  • Venture philanthropy
  • Women's Philanthropy