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.
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Author
Rebecca Cretney
Senior Investment Specialist , Isle of Man
Rebecca Cretney is a Senior Investment Specialist at Nedbank Private Wealth, bringing over two decades of experience advising high-net-worth clients, trustees and families across sophisticated, multi-jurisdictional portfolios. She joined the firm in 2004 after relocating from Barcelona to attend the Isle of Man Business School.
Rebecca was a private banker for 13 years at Nedbank Private Wealth before becoming an Investment Specialist in 2019.
She now provides technical investment expertise to private banking teams across the Isle of Man, Jersey and the UK. Her focus includes shaping discretionary investment strategies, guiding complex portfolio structures and elevating the consistency and integrity of client advice, including supporting colleagues through the development and delivery of a structured training programme designed to reinforce best practice and advice integrity.
Rebecca is an active member of Nedbank Private Wealth’s Investment Committee and leads the bank’s philanthropy proposition, reflecting her longstanding commitment to responsible wealth stewardship.
A Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager, Rebecca also holds PCIAM, Cert PFS and CeMAP qualifications. Her insights on sustainable investing, philanthropy and the evolving responsibilities of wealth holders are regularly sought, with contributions featured in publications such as the STEP Journal and Spear’s 500.
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