The Philanthropy Impact Podcast Philanthropy Impact

Join our CEO John Pepin as he sits down with Sarah Soar, Chief Executive Officer at Hawksmoor Investment Management as they discuss Sarah's career, her passion for helping people, the importance of professional advisors keeping on top of changes in the impact investment market, financial education in schools, and much more. 

In this captivating episode our CEO John Pepin sit down with Danyal Sattar, the CEO of The Big Issue Invest. As the social enterprise investment arm of The Big Issue magazine, The Big Issue Invest plays a pivotal role in managing and advising on over £250 million, driving positive change and social impact.
 
In this insightful interview, Danyal shares his journey and vision for social finance, offering a unique perspective on the intersection of business and social good. Discover how The Big Issue Invest is pioneering innovative solutions to address pressing social and environmental challenges, while delivering financial returns.

Philanthropy Impact CEO, John Pepin, sits down with Darshita Gillies, Founder and CEO of Maanch, NED, investor and philanthropist to discuss all things philanthropy, impact investing and her career. 

During this session, our member Cristina Ljungberg, Co-Chair of Maverick Collective is joined by  Natasha Müller, a next-gen impact investor, philanthropist, mental health activist, and former Board member of Philanthropy Impact for a virtual conversation on the role of Women of Wealth in philanthropy and social investment and how they are reshaping the sector, as well as how advisors can meet their needs.

The most recent research reinforces the need for a values-based purpose-driven wealth management business, and that to be customer-centric it is essential for private client wealth advisors:
• Fidelity Charitable Research - firms that offer charitable planning had 6X the median assets of those that do not offer charitable planning, 3X organic growth, and 1.3X new money; as well higher net promotor scores, and higher trust levels.
• Investing for Global Good A Power for Good 2022 (Camden Wealth Limited) - research indicated for older generations there is a growing demand for and satisfaction in impact investing and that investors are seeking better services from wealth advisors. 
Listen as our CEO John Pepin talks to our members Ceris Gardner, Maurice Turnor Gardner LLP, Jamie Broderick, Impact Investment Institute and Sean Kiernan, Greengage about how firms can increase business and deepen client relationships with values based wealth management across all asset classes.

A shift is happening in the private client professional advisory world, and it is happening at an increasing pace. A recent article from the Financial Post highlights that over the next decade, an estimated $30 trillion in wealth will exchange from the hands of Baby Boomers to the next generations (women of wealth, millennials and gen Z).  
Increasing research evidence, and the anecdotal experience of those within the Philanthropy Impact network, is showing this new generation of wealth holders have different needs and expectations of their trusted advisors and require a different approach.  This new client focus on purpose, values and instant digital access is proving to be a cause for concern for professional advisory firms, as it requires a move away from transactional approach to a relationship approach, with clients at the centre.
In this webinar our CEO John Pepin is joined by Rowan Jackson, Chairman, Promising Outcomes, Stephen Wall, Founder, The Wealth Mosaic, Ajit Dayal, Founder, Quantum Asset Management Company to discuss how engaging this new generations of client means understanding their values, expectations, and the importance on delivering on these expectations, and measuring the effectiveness of the firm on meeting them.
This 30minute conversation is interesting to anyone working with (U)HNWI, who want to remain a trusted partner in their wealth stewardship right, and importantly their donor and impact investment journeys. We will highlight solutions to this issue and where to seek support.