Join Quilter Cheviot and Mishcon de Reya for a charity seminar, featuring guest speaker Professor Peter Frumkin. This is a valuable opportunity for charity trustees, finance directors, and senior management of charities to gain insights from sector specialists, who will provide updates on the latest investment, governance, and philanthropic developments that are shaping the future of the charity landscape.
Updates include:
Charity
sector insights and governance tips
Reflecting
on her time as the charity regulator’s most senior lawyer, Aarti will share her
insights into the evolution of the regulator and future direction of the
charity sector, covering key sector and regulatory trends, recent high profile
regulatory cases and practical governance tips for charities.
Delivered by: Aarti Thakor, Charities Partner – Mishcon de Reya LLP
Panel
discussion: The evolution of Responsible Investment under a Trump Presidency
As
we navigate the complexities of an evolving landscape amidst the political
climate shaped by US President Trump’s anti-ESG and DEI stance and the
differing regulatory environments between the US, Europe, and the UK, it is
more crucial than ever to understand the implications this has for Responsible
Investment. This coupled with the ongoing conflicts in Ukraine and the Middle
East and rising geopolitical tensions, have led to a shift in the current and
future state of how companies approach ESG considerations and sustainability.
This panel discussion will explore how the landscape has shifted and what the
implications are for charity investment portfolios.
Delivered
by: Gemma Woodward, Head of Responsible Investment, Howard Jenner, Executive
Director, and Chris Beckett, Research Analyst – Quilter Cheviot
Guest speaker
Professor Peter Frumkin, Academic Director of the Gradel Institute of Charity at New College, University of Oxford, will address the question – Are there lessons to be learnt from the US charity sector?
Refreshments provided on arrival and a networking lunch provided
Spaces
are limited and will be allocated on a first-come, first-served basis, so
please book early to avoid disappointment. Please email, [email protected], to reserve your place
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.
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 Limited, 29 July 2025
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