As the world evolves at pace, what does that mean for you?

This new decade has brought some of the biggest changes and challenges the world has seen in recent years. As we navigate this new reality, individuals and families are faced with decisions and choices that will affect their legacy, and the future…for years to come. Join us as we share insights on the topics of legacy and wealth transfer, impact investing and philanthropy.

An increasing number of people are looking for ways to better support causes and charities important to them. For many, it’s not just about donating money. Your philanthropic endeavors and how you go about them are as unique as you. Learn how to get started in philanthropy, the things to consider before you do and how some of the UK’s most impactful philanthropists have shaped their journeys—including some of the challenges and failures they’ve faced.
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Social inequalities and universal environmental threats have caused many to reevaluate how they invest for change and the future. Learn more about why environmental, social and governance (ESG) factors are among the most talked about investment criteria, how your peers are balancing purpose with profits and how industry leaders are reimagining solutions that will help solve pressing global concerns.
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Thinking about the future of your family and the protection of your assets can be daunting. Being prepared and well informed can help bring peace of mind amidst uncertainty. Understand what it means to define a legacy, what your peers are prioritising and how the needs and wants of the next generation are shaping the future for us all.
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We want to talk about your financial future.