Charity & Philanthropy

Staff at The International Stock Exchange (TISE) have raised more than £18,000 in support of the Priaulx Premature Baby Foundation (PPBF).

Charles Dickens is very relevant to the study and practice of wealth management. The reality is that the pursuit of wealth and the impact this has on its proponents and the people they come into contact with are themes that underpin much of Dickens’ published fiction.

BRI Wealth Management has transformed its Coventry office into a winter wonderland for a festive fun day dedicated to young carers from the local communities of Coventry and Warwickshire. 

Amidst the season for giving, thewealthnet took a look back at some of the private wealth sector’s charitable efforts in 2023…

Independent consultancy Broadstone has launched its small charities investment consultancy proposition.

Tonge Moor Primary Academy in Bolton has become the first school to be accredited as a Centre of Excellence for financial education (COE) as part of St James’s Place’s (SJP) Young Enterprise CoE hub sponsorship programme.

Investec Wealth & Investment (UK) was the headline sponsor of the City Christmas Fair.

EQ Investors has engaged in a volunteering day for The Big Issue.

Discussions surrounding the next generation of clients do not appear to be slowing down anytime soon, and often philanthropy and generational differences take centre stage in these conversations.

A select group of firms from the advisory industry have come together to form member organisation AdviserAction, facilitated by charity asset manager CCLA.