Welcome to the Spear’s ranking of the best philanthropy advisers for high-net-worth individuals in the UK. The list features our Top Recommended advisers
For many high-net-worth (HNW) individuals with investable assets of £1 million or more, philanthropy is one of the most rewarding ways of deploying wealth.
The type of philanthropy a client chooses to engage in can reflect their own background and interests, and the best philanthropy advisers can help them to refine their mission with a bespoke strategy alongside identifying opportunities to enact it. Philanthropy advisers can also help clients to understand the tax implications of giving.
Rebecca Eastmond of Greenwood Place, for example, operates a one-stop-shop for selecting and managing charitable giving and operations for high net worth clients, while Mark Greer of the Charities Aid Foundation manages a substantial organisation dedicated to giving and managing the funds available to charities on both sides of the Atlantic
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Spear’s publishes annual rankings of the top private client advisers and service providers to HNWs. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.
The philanthropy advisers featured are included in the table below, along with their Spear’s ranking and focus.
Click on the individual names to be directed to more detailed profiles of each adviser on spears500.com. The table is ordered alphabetically by surname.
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To explore all the Spear's indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear's 500 website.
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If you are an adviser featured in index and would like to update your profile or provide additional information, please email rasika.sittamparam@spearswms.com.
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