Events

Charity trustees are facing one of the toughest challenges in recent years, maintaining real returns in an environment of persistent inflation and economic turbulence. 

Join us for a roundtable where our specialists will share educational insights and key considerations on managing charities assets in the current landscape, with a focus on aligning strategies and objectives. 

During the roundtable, Vanessa Eve and Charles Mesquita will discuss:

• Investing to achieve CPI + 2, 3 or 4%: What does this target mean in practice, and how can trustees position portfolios to deliver sustainable returns

• Natural income vs total return: What are the trade-offs between income-focused strategies and total return - which is best suited for your charity’s needs

• Managing risk in an inflationary world

• Future outlook: What economic trends and investment opportunities lie ahead in the next five years 

Who should attend?

This event is for charities only, and is suitable for trustees, finance directors and senior management. Spaces are limited and will be allocated on a first-come, first-served basis. 

Secure your please here. 

Event details:

Date: Wednesday 25 February 2026

Time: 12.00pm - 2pm (including lunch)

Venue: Quilter Cheviot, 2nd Floor, Toronto Square, City Square, Leeds, LS1 2HJ 

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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 Limited does not provide tax, legal or accounting advice. 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.