Enhancing your role as a trusted professional adviser

How to deepen your client relationships by exploring their values and a vision for their wealth

Enhancing your role as a trusted professional adviser

Event details
Location and contact details for this event.
Event type: 
6 Feb 2020 - 5:00pm to 8:00pm
Venue address: 
Rothschild & Co Wealth Management, New Court, St Swithin's Lane, London, EC4N 8AL




(U)HNW 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.

This is especially true of millennials, next gen and women of wealth.

For example: As a next gen woman of wealth seeking to engage in values aligned impact investing and philanthropy, the role of my advisors is absolutely essential to enable me to achieve my economic and social goals. (An impact investor and philanthropist).

Learn about a values based approach to relating to your clients – becoming the trusted adviser. Enabling the management of their wealth to match their values and interests will lead to long term benefits. It:

  • Leads to a better understanding of the personal value proposition and the needs of your clients
  • Serves as an opportunity to engage different generations aligning their diverse interests
  • Builds mutual trust
  • Allows a new way to engage with prospects providing a differentiation with competitors
  • Helps retain clients and facilitates acquisition

Join us to learn about approaches to addressing the values that are shaping your clients decisions around how they distribute their assets.

Chair: Jake Hayman, CEO, Ten Years’ Time

Panel: Jo Bateson, Partner, KPMG; Anthony Donatelli, Director of Philanthropy Services UK, UBS; Grant Gordon, Philanthropist and Social Entrepreneur 

Others to be confirmed.


Philanthropy Impact would like to thank Rothschild & Co Wealth Management for generously hosting this event



Event registration