z-kolkiemz-kolkiem

The who, what and how of philanthropy post the pandemic

Mary Humphreys of Nedgroup Trust joined John Williams in a 30 minute webinar to talk about the who, what and how of philanthropy and how the pandemic is shaping clients’ changing approaches.
Share on facebook
Share on linkedin
Share on twitter
Share on email
Published 4 November
30 mins

Philanthropy is an important opportunity to support a cause or community that you and your family deeply care about. It also forms a fundamental approach to funding vital work to the benefit of our loved ones, our society and our ecosystem.

Meanwhile, philanthropy also provides a profound sense of purpose and pleasure for donors themselves. As well as allowing a shared focus for your values to be brought to life, many of the decisions made also help shape family governance structures and can be a starting point for future generations to be brought into family financial decisions.

Mary Humphreys, senior manager at Nedgroup Trust, joined John Williams, head of wealth planning at Nedbank Private Wealth for a 30 minute webinar. They discussed the three key questions families should ask themselves at a time when the profile of philanthropy is changing.

Should you require any further information, please contact your private banker or Nedgroup Trust relationship manager who will be happy to discuss the topic of philanthropy with you in detail, based on your circumstances, in conjunction with our wealth planning team.

 

Or if you wanted to find out more about how Nedgroup Trust, or Nedbank Private Wealth, can help you plan and structure your wealth for your family, for future generations and to the benefit of the broader society, please get in touch using the links to the forms towards the end of this page.

about the presenters

John Williams

John Williams

John heads up the wealth planning division for the international business. He works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to help them achieve their financial and lifestyle objectives. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.

 

John has over 25 years of advisory and management experience, working for global organisations providing advice and solutions to a wide variety of UK and international clients. He joined from Credit Suisse UK where he was head of wealth planning for five years. He has also held similar senior roles at Barclays and UBS.

 

John is a Chartered Financial Planner, a Fellow of the Personal Finance Society and is a full member of the Society of Trust and Estate Practitioners (STEP).

Mary Humphreys

Mary Humphreys

Mary joined Nedgroup Trust in 2020 as a senior trust manager. She has been in the industry for 16 years, having started her career at KPMG. She has progressed through the ranks from assistant administrator through to senior trust manager, and now runs her own complex portfolio of clients. Mary also publishes a wide variety of articles.

 

She completed her STEP Diploma in 2012 and went on to gain recognition by attaining the STEP Certificate in Foundation Law and the STEP Advanced Certificate in Trust Disputes, both of which she passed with distinctions.

Access more of our webinars

Investing

Investment webinar: review of 2021 and our outlook for 2022

13 Jan

   |   45 mins

Watch our investment webinar, where our chief investment officer, Tom Caddick, and Rebecca Cretney, investment counsellor, looked back on the year that was and summarised what could be the key themes for investors in 2022.

Money management

What's happening with London property?

30 Nov

   |   45 mins

David McFadzean joined Marcus Dixon of LonRes and Mark Francis and Jane James of London’s Surveyors and Valuers to discuss the current state of the London property market, what the stories are behind the news headlines and what homebuyers and investors might expect to see in the coming months.

Investing

The impact of inflation on portfolios

3 Nov

   |   4 mins

In two separate short videos, Rebecca Cretney highlights the impact of inflation on investment portfolios, including how it can be mitigated for clients who seek lower levels of risk, as well as for those comfortable with higher levels of risk.

Money management

Challenges facing families during the great wealth transfer

3 Nov

   |   48 mins

What hurdles might families face as they seek to hand down wealth to the next generations? Our webinar on 3 November was presented Mary Humphreys from Nedgroup Trust and Chris Hards of Ogier and sought to help you to understand the challenges and what support is on hand.

Get in touch

If you are interested in becoming a client, please complete the form via the ‘become a client’ button below. Alternatively, if you are already a client, or if you have a question about how we help clients in particular circumstances, please use the ‘contact us’ button.


We will get back to you as soon as we can during office hours, which are Monday to Friday, 8am to 8pm (UK time), except for UK public holidays.

Become a Client

Thank you for your interest in Nedbank Private Wealth. Please call us on +44 (0)1624 645000 or complete the requested information and one of our team will get back to you soon. We look forward to speaking with you.  Please note: If you are an EU resident, we are unfortunately unable to offer our services to you at present.

* Required fields

Contact Us

Please call us today on +44 (0)1624 645000. Our office hours are weekdays from 8am to 8pm (UK time), except for UK public holidays.

 

Or please complete and submit the below form and one of the team will get back to you as requested.

* Required fields

Search suggestions