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Webinar on The Lifecycle of a Private Client

Chaired by Darren Kelland, Global Head of Private, Client Services, Hawksford

Panel: Charlie Tee, Partner, Withersworldwide LLP; Laura Nevitt, Director, Private Client Services, Hawksford; Victoria, Papworth, Director, Coutts; Paul Knox, Former Vice Chair of Philanthropy Impact and Managing Director, J. P. Morgan Hong Kong

In financial and wealth management, the client lifecycle management (CLM) is an integral part of the core business practice. A CLM covers the full end-to-end journey of a private client –a lifetime journey often guided by a trusted professional advisor (private client advisers, wealth management, private banking, independent financial advice, tax and legal sectors). This journey encompasses a litany of critical processes and is reliant on interactions with various departments across firms and disciplines. What is often not so well known, or confidently understood, is where purpose and impact come into play in the normal CLM of a private wealth client, and when to broach the subject of philanthropy or impact investing. Philanthropy Impact’s research has identified 23 distinct services required by a client on their ‘donor journey’. These services span the client relationship, and at the very root of a robust and successful CLM is the ability to understand your clients’ motivations, goals, and ambitions for their wealth –holistically. In collaboration with our member at Hawksford, a corporate, private client and funds services provider, we highlight the phases in the lifecycle of a private wealth client to help and guide clients in making the most of their business decisions and wealth. The panel explore when a professional advisor can begin a conversation with their clients about philanthropy, social investment, and impact investing.

Events Details:

Monday 18 December 2023 12:00 PM