Technology: Its Impact on Professional Advisors and Their Clients
The future use of technology in advisor-client relations, philanthropic giving and impact/ESG investing
Tuesday 15 March 2022 at 17:30 pm
Digital technology is going to be a game changer to the bespoke professional advisor-client relationship. As advisory firms, philanthropists and impact/ESG investors embrace digital, there will be an increasing number of innovative tools and platforms playing in this space.
It will result in stronger advisor-client relationships as advisors help their clients live their values, fulfil their motivations, and achieve their ambitions and goals.
Join us at our first live educational and networking event in two years to explore:
- Current and potential technology innovations
- The use of technology to measure sustainability and impact
During this fascinating event, panellists will discuss how technology might be used to support the role of professional advisors in meeting their evolving needs whilst enabling philanthropists and impact/ESG investors to connect to societal and environmental issues they wish to address. Resulting in making charitable giving and impact/ESG easier and more effective.
The discussion may also include some of the key impact/challenges and issues on existing platforms, the latter including due diligence, issues related to data management, accessibility, and transparency.
Chair: Rennie Hoare, Partner and Head of Philanthropy, C. Hoare & Co.
Panel: Frank Tobé Impact Investor and Co-Founder, Supernova; James Pereira-Stubbs, Chief Client Officer, Oxford Risk; other to be confirmed.
Time: Registration 17:00; Discussion 17:30-19:00; Networking Reception 19:00-20:00
Venue: C. Hoare & Co, 37 Fleet Street, London EC4Y 1BT
Duration: 90 minutes
CPD: 1.5
Cost: this is a FREE EVENT
Prior registration is required.