If you currently work with, or plan to, High Net Worth Individuals (“HNWIs”) a new free report might have some valuable insights for you.
The Beacon Collaborative, a non-profit with aims to celebrate and promote more and better philanthropy, have launched the Individual Impact Investing Commission. Leaving aside the long names, their report gives insights into the investment barriers faced by HNWI’s. It makes a strong argument that charities need to demonstrate a more values-led approach, and particularly if they want to reach younger HNWI’s.
You can download the free report as a PDF from https://www.beaconcollaborative.org.uk/enabling-an-ecosystem-that-supports-increased-impact-investing-by-those-with-private-wealth/