A Total Impact Approach

For many individuals and families, wealth is more than a financial resource — it is a powerful tool for shaping the future. From where you bank and how you invest, to how you structure your philanthropy, every decision presents an opportunity to deliver meaningful impact.

This session will explore how to take a total impact approach — aligning your entire wealth ecosystem with your personal values and long-term objectives. We will examine how banking, pension assets, investment portfolios and philanthropic capital can work together to support both financial goals and positive outcomes for people and the planet.

The discussion will cover practical and strategic approaches to impact investing and structured giving, including vehicles such as Donor-Advised Funds (DAFs) and other frameworks that enable thoughtful, intentional and measurable impact.

Key Themes
• Emerging trends and opportunities in sustainable and impact investing
• Using capital more intentionally across your full balance sheet
• Structuring investments and philanthropy for measurable outcomes
• Real-world examples of individuals and organisations taking a holistic impact  approach

Why Attend
• Hear from experienced practitioners in philanthropy and impact investing
• Gain practical insights into aligning wealth with values
• Explore strategic approaches to giving and investing
• Connect with like-minded philanthropists, trustees, charity leaders and impact  investors

This event is generously hosted by Cazenove Capital at 1 London Wall Place, London EC2Y 5AU

Events Details:

Tuesday 21 April 2026 05:00 PM - 08:00 PM

Speakers:

Emilie Shaw MCSI, Sustainable Solutions Lead, Cazenove Capital

Additional speakers to be announced soon

Partners: