Leaving a legacy
A philanthropic journey: maximising impact
Investment Counsellor Rebecca Cretney is joined by Hugh Davidson MBE to discuss his philanthropic journey and key learnings from his many years of extensive work and research in the field of philanthropy.
There are many reasons people make the decision to get into philanthropy but whatever the motivation it will be important that the money you give, whether that’s £1 or £1m, is getting the most impact possible.
Investment Counsellor Rebecca Cretney is joined by Hugh Davidson MBE to discuss his philanthropic journey and key learnings from his many years of extensive work and research in the field of philanthropy.
Hugh has been involved in the voluntary sector for many decades, first as a prison visitor at Durham Prison, then as Chair of Trading and Member of Council at Save the Children UK. Since 2004 Hugh has been a full-time unpaid volunteer, mainly through H&S Davidson Trust, involved with causes in India, Bangladesh, Vietnam, and Ghana, and Rushen Heritage Trust in the Isle of Man.
Clients of Nedbank Private Wealth can get in touch with their private banker directly to understand how we manage money, or call +44 (0)1624 645000 to speak to our Client Services team.
If you would like to find out more about how we can help clients manage their investments, please contact us on the number above or via our Contact us page.
Investments can go down, as well as up, to the extent that you might get back less than the total you originally invested. Exchange rates also impact the value of your investments. Past performance is no guide to future returns. Any individual investment or security mentioned may be included in clients’ portfolios. They are referred to for information only and are not intended as a recommendation, not least as they may not be suitable. You should always seek professional advice before making any investment decisions.
Author
Rebecca Cretney
Senior Investment Specialist , Isle of Man
Rebecca joined Nedbank Private Wealth in May 2004 having moved to the Isle of Man from Barcelona to pursue a course in Business Studies with the Isle of Man Business School. She worked as a private banker until 2019, when she was appointed to the role of investment counsellor. Rebecca now focuses exclusively on supporting private bankers in conversations with their clients, providing technical investment expertise where more complex portfolio requirements exist. She also provides coaching and training for the private banking teams on a wide range of subjects surrounding investment and advice. In addition, Rebecca chairs the bank’s Investment Committee.
Rebecca is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
RELATED NEWS
You may also be interested in the following Insights
Sign up for our updates
Stay up to date with the latest news, insights, and opinions from Nedbank Private Wealth by signing up to our newsletter. You can also register to be invited to our virtual events and hear directly from a wide range of experts. Sign up below. You can unsubscribe at any time.