Marketing to Charities
Event type: Forum
SIGs: Private Banking Wealth Management
Location: Baring Asset Management, 155 Bishopsgate, London, EC2M 3XY
Date: 07 Jun 2011
Time: 8.30 - 11.00
Philanthropists and Charitable Trusts have special requirements of their investment managers. Both in terms of product, to ensure appropriate ethical and sustainability screening, and service, around reporting and performance. The role of consultants, the process of winning mandates , and the art of relationship management to secure a tenure beyond the usual review cycle, all require an understanding of what trustees are looking for. We facilitate a panel discussion with experts from all sides of the charities landscape, to debate best practice.
8.30 for 9.00 Start - 11.00
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