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Recording: Wealth Management, Philanthropy Advisors & Private Banks, with Jon Jeffery, Raj Shah & Anthony Donatelli

from £0.00

  • Date Recorded: 30th Nov 2020

  • Duration: 2 hours - 90min content + 30min Q&A

  • Format: Recording + Also available as part of our Masterclass

  • Course Type: Focus

  • For: Researchers, Fundraisers, Directors - US & UK

Overview

Who are the mysterious people that manage others wealth? What are their considerations? What is a private bank and how do they operate? What does a wealth manager and philanthropy advisor actually do? How can we access them and what can we learn?

Key Learning

  • Know the differences between wealth and investment management

  • Know how private banking differs to retail banking

  • Who are the main private banks and what services do they offer

  • Learn about wealth managers & philanthropy advisor roles - from the professionals themselves

  • Learn what common challenges they solve for their clients

  • Learn the best ways to access these professionals and what type of relationship can be built with them

  • Learn how understanding these roles can expand giving options for our donors

About the Speakers

Anthony Donatelli, Executive Director, Head of Philanthropy Services UK, UBS Bank

In his 12 years at UBS, Anthony has worked across various capacities in New York, Sydney, and London, Anthony joined the Philanthropy Services UK in April 2015. The team covers the UBS UK Donor-Advised Foundation, the UBS Optimus Foundation UK, Impact Investing and Philanthropy Advisory for UK clients. Anthony has a MBA from Duke University

Bio here

Raj Shah, Owner, Blue Wealth Capital

Raj Shah is an independent financial planner and owner of Blue Wealth Capital, where he predominantly works with HNW business owners and retirees. Here he helps his clients to identify, achieve and maintain their desired lifestyle.

Raj has been Shortlisted for Financial Planner of the Year, listed as one of 42 under the age of 42 “Brightest and Best” businesses in Yorkshire, a Finalist for Excellence in Professional Services and a Finalist for Investment Adviser of the Year. He has also appeared on Channel 4 news, and as a Money Expert on BBC radio, as well as features for the Financial Times, Money Observer, The Sunday Times and The Independent.

Bio here

Jonathan Jeffery, Lecturer in Finance, The University of Sheffield

Jon Jeffery is an experienced lecturer in Finance and is currently Director of Undergraduate studies at the internationally reputable Management School at The University of Sheffield. He has taught in the not for profit sector on Finance and so understands the needs of the sector. Having spent time as a senior investment analyst at a leading wealth management firm, he knows all aspects of the finance sector well. Jon is known for is sense of humour and accessible teaching style.

Full bio here

With thanks to Toby Savin for content advice.

Note

For those on the Masterclass, this session is part of the programme, so you don’t need to do anything other than join as normal.

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