Impactful giving: How wealth advisers are adapting to rising demand

Adapting to the shifting values of the next generation of investors

clock • 4 min read

Catherine Crowfoot explores how wealth advisers are reacting to the growing demand for impactful giving...

Thanks to generational shifts, cultural change and macro-level global trends, the demands of wealth holders are changing. The lines between commercial investment, social investment and philanthropy are becoming increasingly more aligned, creating demand for more integrated approaches to wealth management. Research by Pro Bono Economics has found a £2.8bn potential boost in charitable giving if wealthy Britons received better philanthropy guidance. Yet, only 8% of the UK's wealthy currently receive this support. Younger generations, particularly, are driving this change, favouring mode...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

'Will this return us to one-size-fits-all?': Industry divided over Reeves' Consumer Duty wholesale review

'Will this return us to one-size-fits-all?': Industry divided over Reeves' Consumer Duty wholesale review

Wholesale exemption would ‘adversely affect the Duty’s objectives’

Sahar Nazir
clock 17 July 2025 • 5 min read
Tatton Core Balanced tops ten most recommended platform MPS by value

Tatton Core Balanced tops ten most recommended platform MPS by value

According to Defaqto Engage

Sahar Nazir
clock 17 July 2025 • 3 min read
Government's FOS reforms 'a mixed bag'

Government's FOS reforms 'a mixed bag'

Some changes appear to be ‘lacking in any substance,’ commentators say

Isabel Baxter
clock 16 July 2025 • 4 min read