Featured in ‘Professional Wealth Management’
I was recently interviewed for this article in relation to some of the findings in 'The Modern Philanthropist' report produced by Barclays Private Bank.
A clear acceleration in philanthropic activity, particularly prevalent among millionaire clients, is becoming a key focus for private bankers. Juliet Agnew from Barclays Private Bank discusses the latest research while consultant Ali James argues that philanthropy is still too often treated as peripheral to wealth strategies
“People’s reasons for giving back are more varied and nuanced,” says Ms James. “Many donors now want their philanthropy to be a long-term investment with tangible outcomes and impact. Their charitable donations should receive the same attention as the other elements of their wealth strategy.”