Live webinar: Re-evaluating defence stocks in charity
investment portfolios
For many years, aerospace and defence companies have been considered off-limits for charity investments. They have often been grouped with so-called “sin stocks” such as alcohol, gambling, tobacco and pornography, and excluded on ethical grounds.
However, with the ongoing war in Ukraine and a rapidly shifting geopolitical landscape, this stance is increasingly being questioned.
Join us for a thought-provoking webinar hosted by Nicola
Toyer, Charities Director at Quilter Cheviot, as she explores this timely topic
with a panel of expert speakers:
•
Commodore Mike Beardall MA RN (Retd) –
CEO and Editor, The Naval Review
•
Charlotte Schofield – Director of
Fundraising, University Hospitals Birmingham Charity
•
Richard Williams EMBA FCA – Trustee, The
Church in Wales
• Matthew Dorset – Equity Research Analyst, Quilter Cheviot
Together, the panel will discuss:
•
How global events are influencing investment
decisions
•
The case for including defence and aerospace
stocks in modern charity portfolios
• Whether trustees and finance leaders should be challenging the status quo and what should be considered before they do.
The webinar will feature a Q&A format, providing an opportunity for you to ask questions relevant to your organisation’s needs. To maximise the benefits of this session, we encourage you to submit any questions in advance when registering.
T: +44 (0)207 150 4000
W: quiltercheviot.com
Important information
Investors should remember that the value of investments,
and the income from them, can go down as well as up and that past performance
is no guarantee of future return. You may not recover what you invest.
Quilter Cheviot and Quilter Cheviot Investment Management
are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is
registered in England and Wales with number 01923571, registered office at
Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot
Limited is a member of the London Stock Exchange and authorised and regulated
by the UK Financial Conduct Authority and as an approved Financial Services
Provider by the Financial Sector Conduct Authority in South Africa.
This is a Marketing Communication.
Approver: Quilter Cheviot, 18 September 2025
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