Financial Planning for philanthropically minded clients

Speaker: Graeme Price, Head of Strategic Partnerships UBS Wealth Management

What kind of legacy do your clients wish to leave and are you equipped to assist them create the legacy they desire? Increasingly clients do not merely want to know what risk they are taking for a given return, they also want to know the impact of their investments on the world around them. Volunteering is the second largest pastime in the UK, which gives an indication of the degree to which philanthropic ideals need to be linked into clients overall financial planning . The philanthropy sector is expanding and has never been more diverse and dynamic. Are you able to engage with clients on topics and causes close to their hearts? Do you fully understand the array of options open to clients and how to access them?

Who should attend? Financial planners, paraplanners and anyone with an interest in philanthropy or views money as a force for good

Learning Objectives
At the end of this event, the delegate will be able to identify:
• the full spectrum of options available within the philanthropic arena
• and explain this subject matter in a clear and concise way
• and apply this knowledge to appropriate, individual client scenarios

Speaker Profile
Graeme has spent 28 years within the financial services sector, starting at the accountancy firm Kidsons, before working in both direct sales, as an IFA and a variety of sales roles within the life company arena. Graeme joined UBS in 2007, with responsibility for identifying Strategic Partners, consulting with them to assist in the enhancement of their existing business models. He has a particular interest in the use of financial planning to widen access to the philanthropy sector and allow clients to use their money as a force for good.

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