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Finance Monthly Interview
What are the Key Issues for Charity Trustees?
Daniel is a Director at PwC and a member of its Charities Management Board, the national leadership team for the firm’s work with charities. He leads on charity audits nationally and acts as Senior Statutory Auditor for and on behalf of…
Holding Crypto within Private Placement Life Insurance
Caroline Bennett-Akkaya (TEP) is a Partner at 1291 Group, a leading advisor for private wealth solutions using life insurance at the core of the planning.
The Importance of Having a Good Financial Plan
We speak with Clinton Orr - a Senior Portfolio Manager, Senior Wealth Adviser and one of the founding members of the Becker Orr Wealth Management, which is part of Canaccord Genuity Wealth Management. Clinton and his team have established…
The Present & Future of Charity Boards
Julie Hutchison is the Charities Specialist at abrdn, in the award-winning Charities Investment Team which sits within the UK discretionary management business. Julie’s been in role for nearly seven years, during which time the charity AUM…
Interview with Dr Steven Kaufman from Zeus Equity Group
We speak with Dr Steven Kaufman - an accomplished investor, entrepreneur, and philanthropist. He is the current Chair of TIGER 21 Houston and Managing Principal at Zeus Equity Group.
