Charity & Philanthropy

Wealth management lobby group PIMFA has added mental health charity Chasing the Stigma as a partner to its Talent, Inclusion, Diversity & Equity (TIDE) campaign.

When a high net worth (HNW) client first turns their attention to philanthropy, their giving can initially be complex to navigate.

Wealth manager Evelyn Partners has appointed Caroline Jarvis Gee as head of charity business development.

Women are less prepared in their succession planning than men but more oriented towards philanthropic giving, according to a report from wealth manager UBS.

Wealth manager RBC Brewin Dolphin has partnered with the Charity Finance Group (CFG). 

Rathbones Group has partnered with Social Shifters in an effort to support the next generation of leaders and entrepreneurs in Scotland who are keen to inspire change in society.

The wealth management sector will soon be included in a dormant assets scheme that has seen £76 million unlocked from forgotten banking and building society accounts in a latest round of funding.

International family office Stonehage Fleming has joined the University of Westminster's Chancellor's Circle as one of its twelve founding members. 

Quilter Cheviot’s Jersey office recently donated £4,752.00 to Autism Jersey, having chosen the charity to benefit from fundraising at an international rugby dinner held at the end of last year, sponsored by Quilter Cheviot.

Popular City networking event – the Gull’s Egg Luncheon – will return to Merchant Taylors’ Hall for its 35^th event on 16 May 2023.