Check out the latest events being organised by charity advisers. To access past events and webinars, please click here.
Events Calendar
HSBC Trustee Training - Unlocking Opportunities in Private Markets
11.03.2026 11:00 - 11:45Zoom Webinar
Welcome to our 2026 Trustee Training series. We are pleased to invite you to our first session of 2026 on opp...
Spring Investment Seminars 2026 - Unlocking Growth: regime change and the path to future returns - Afternoon Session
11.03.2026 14:00 - 18:00The Royal Society of Medicine, 1 Wimpole St, London W1G 0AE
Our annual Spring Investment Seminars will be taking place on Wednesday 11 and Tuesday 17 March 2026 at the Ro...
Training for charity trustees: core duties and responsibilities.
12.03.2026 08:30 - 10:30Bristol
Join us for an interactive breakfast seminar in our Bristol office to discuss the key foundations of being a...
Live webinar - AI for charities
12.03.2026 12:00 - 13:00Online
Rathbones Charity Expert Series webinar.AI for charities: Practical applications, risks and opportunities.Arti...
Investment Policy Statement Guide Best Practice
12.03.2026 16:00 - 17:00Online
We're excited to be launching our refreshed Investment Policy guide in early 2026. Join Tom Montagu-Pollock, K...
Spring Investment Seminars 2026 - Unlocking Growth: regime change and the path to future returns - Morning Session
17.03.2026 10:00 - 14:00Royal Society of Medicine 1 Wimpole Street London W1G 0AE
Our annual Spring Investment Seminars will be taking place on Wednesday 11 and Tuesday 17 March 2026 at the Ro...
Effective governance
19.03.2026 09:30 - 10:30On line
Effective governance is the cornerstone of a successful and impactful charity. Join us as our Partner Judith M...
Investing with confidence in a turbulent world, and the Charities SORP: key updates to accounting and reporting requirements
24.03.2026 09:30 - 14:00Cottons Hotel, Manchester Road, Knutsford, Cheshire, WA16 0SU
Investing with confidence in a turbulent worldWith rising geopolitical tensions, shifting economic prioritie...
Trustee roundtable: What does the current geopolitical environment mean for your charity’s investment strategy (In-person)
15.04.2026 12:00 - 14:00Quilter Cheviot, Senator House, 85 Queen Victoria Street London, EC4V 4AB
With rising geopolitical tensions, shifting economic priorities, and ongoing market turbulence, charity trus...
Markets, mergers and mission (Roundtable in-person)
22.04.2026 12:30 - 14:30The Salisbury Museum, The King’s House, 65 The Close, Salisbury, SP1 2EN
Join us for an interactive roundtable hosted by Quilter Cheviot and Moore Barlow, where we will explore two p...
Navigating uncertainty: Winning the battle against inflation (Roundtable in-person)
30.04.2026 12:00 - 14:00Malmaison Hotel, 104 Quayside, Newcastle upon Tyne, NE1 3DX
Charity trustees are facing one of the toughest challenges in recent years: maintaining real returns in an e...
Post Scottish election insights and navigating changes to accounting practice (Roundtable in-person)
14.05.2026 12:00 - 14:00Venue: The Royal Edinburgh Military Tattoo, 1-3 Cockburn Street, Edinburgh, EH1 1QB
Join us for an engaging roundtable discussion, hosted by Quilter Cheviot and Saffery, where we will be joine...
Post‑Scottish election insights: What the results mean for the charity sector (Roundtable in-person)
19.05.2026 12:15 - 14:15Join us for a charity trustee roundtable, featuring guest speaker Peter Duncan, former Shadow Cabinet member...
Charity Multi-Asset Fund Update
21.05.2026 12:00 - 13:00London and Online
Tom Montagu-Pollock, Adam Spring and Maisie Hobbs will provide a half yearly update for the Charity Multi-Asse...
Charity Investment Training and Economic Update - Glasgow
28.05.2026 09:30 - 14:15Trades Hall, 85 Glassford St, Glasgow G1 1UH
Sarasin & Partners, are pleased to announce our CPD-accredited Charity Investment Training and Global Ec...
Charity Trustee Investment Training - Part One
10.06.2026 10:00 - 13:00Online
Our annual charity investment trustee training programme will give trustees the confidence to invest their cha...
Sustainable Multi-Asset Fund Update
15.07.2026 12:00 - 13:00London and Online
Tom Montagu-Pollock, Emilie Shaw and Matt Best will provide a half yearly update for the Sustainable Multi-Ass...
Charity Trustee Investment Training - Part Two
08.09.2026 10:00 - 13:00Online
Our annual charity investment trustee training programme will give trustees the confidence to invest their cha...
Charity Multi-Asset Fund Update
03.11.2026 12:00 - 13:00Online
Tom Montagu-Pollock, Adam Spring and Maisie Hobbs will provide a half yearly update for the Charity Multi-Asse...
Annual Charity Investment Forum
12.11.2026 11:00 - 19:00London and Online
We are delighted to be hosting our hybrid 2026 Charity Investment Forum on Thursday 12th November