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.
Edward Finch BA ACA
Partner, Maurice Turnor Gardner
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.
CEO, Blu Dot Advisory
Head of Philanthropy
George King IV
Partner, MASECO Private Wealth
Managing Director, Rothschild & Co Wealth Management
Nandu Patel is Head of Charities and joined Rothschild & Co Wealth Management in 2010. Prior to joining Rothschild & Co Wealth Management (R&CoWM), Nandu spent 20 years working for Morgan Stanley, where he developed their charity business. Since joining R&CoWM he has built a dedicated charities team of 6 people and charity assets under management represent 9% of the Wealth Management business in the UK. Nandu founded and remains a trustee of a grant making UK registered charity focused on education, health and relief of poverty in the UK, East Africa and the Indian sub-continent. Nandu graduated from Cambridge University (Downing College) with a Masters in Economics. He had been a member of Downing College’s Alumni Campaign Board for over 10 years. He is a Chartered Insurer and a member of Chartered Securities Institute.
Partner, Withers LLP
Alana advises charities and donors on a range of legal and tax matters, particularly connected to international and family philanthropy. Alana has contributed to International Charitable Giving (OUP), Charitable Giving Desk Reference and other publications and has been quoted in The Economist, The Financial Times, The Guardian and other publications. Alana is ranked in Legal 500 for charity law and education and Citywealth as a leading adviser in charity law as well as being named as a 'Rising Star' in Superlawyers 2015. Alana is Secretary of the Charity Law Association and a member of its Standing Committee on Taxation, as well as the International Bar Association. A New York native, Alana lives in South London.
Head of Philanthropy and Impact Investment, Cazenove Capital
Lyn is a Director at Cazenove Capital and leads on philanthropy and social investment. Lyn is a Chartered Wealth Manager and Chartered Financial Planner and has been advising HNW and UHNW private clients for over 15 years. In addition she is a member of Cazenove’s ethical asset class committee which is responsible for the selection, monitoring and portfolio construction of over £3bn of their third party ethical funds under management.
Philanthropy and social entrepreneurship have been his passion. This has been demonstrated in numerous ways including being an author and leader of innovation, change and growth. Experienced in innovative service and programme design, revenue generation, social enterprise and social investment, venture start-up and management, and business strategy consulting across multiple third sector verticals.
Based in the UK for 17 years, he spent over 15 years as a chief executive of a variety of Canadian charities/ social enterprises/ associations; and he has 20 years experience as a social entrepreneurial consultant internationally working with over 300 charities, social enterprises, infrastructure support organisations, and trade/ professional associations of all sizes and in rural and urban settings in the UK and internationally. Currently he is Chief Executive, Philanthropy Impact whose purpose is to increase philanthropic giving and social investment across Europe by working with wealth/ professional advisors to HNWI.
Director, Training and Development
Zofia has over 15 years’ experience within the charity sector, working with UK organisations such as University of Liverpool, The Prince’s Trust, National Deaf Children’s Society and several international projects in Sub-Saharan Africa. She has considerable experience in revenue generation from the private sector, with a specific focus on engaging wealthy individuals and creating long-term effectual partnerships with the charities they were supporting. Zofia began her consultancy in 2014 after recognising that there was a need for professional philanthropy advisers with extensive knowledge of giving strategies and the charity sector, to enable philanthropists and their advisers, foundations, businesses and charitable organisations to work together to create the most effective change that they seek. Prior to joining Philanthropy Impact, Zofia worked with individuals and their professional advisers on personalised strategic giving, also advising on charity governance and reporting, facilitating training sessions and creating thoughtful learning space around impact for both funders and projects. Throughout her career her passion has grown for inspiring philanthropy. She is also a Non-Exec Director for The Conte Club, a private travel concierge advising on their social investment and corporate responsibility.
Administration, Communication and Events Officer