Financial advisers have revealed how they check their clients have an up-to-date will and currently discuss the benefits of charitable giving.
Charities & Endowments
Nandu Patel has been appointed Head of Charities and Asset Consultant Relationships for Barclays Private Bank in the UK.
Financial planning firm Equilibrium, which was founded in 1995 by Colin Lawson, hit a new turnover high and GBP1 billion AUM in the 2019/20 fiscal year, and donated a record amount of money to charities across the UK.
Financial and technology firm True Potential has donated GBP200,000 to support vulnerable and disadvantaged people during the coronavirus crisis.
The Charitable Foundation at St James’s Place has reached the GBP100 million mark for monies raised through fundraising and corporate matching, supporting charities to make transformational change to people’s lives in the UK and overseas.
The Quilter Foundation is donating GBP50,000 to the international appeal launched yesterday by the Disasters Emergency Committee in response to the Coronavirus crisis. The DEC has not launched an appeal of this nature or scale before.
Frenkel Topping, a specialist independent financial advisor and asset manager focused on asset protection for vulnerable clients, has established a joint venture with Aspire, a national charity that provides practical help to people who have been paralysed by spinal cord injury.
Equilibrium Financial Planning has donated over GBP15,000 to local charities and community groups in the wake of the Covid-19 crisis.
Businesses all over the world are adjusting to the ‘new normal’ presented by the COVID-19 pandemic. The global crisis has seen workforces everywhere leaving their offices to work from home, with meetings moved to Teams and commutes side-lined thanks to social distancing.
The Quilter Foundation is donating GBP100,000 to the national appeal launched yesterday by HRH Prince William in response to the Coranavirus crisis.