Governance and investment in uncertain times – roundtable including lunch

Charity trustees are navigating an increasingly complex landscape, shaped by economic uncertainty, technological change, geopolitical developments and evolving regulation. Join us for an exclusive roundtable discussion bringing together governance and investment specialists to explore the issues currently affecting charities and share practical insights to help trustees make informed decisions. Catherine Rustomji, Partner & Head of Charities at Shakespeare Martineau, will share lessons from recent Charity Commission inquiries, focusing on governance, compliance and trustee responsibilities, with plenty of opportunity for attendees to ask questions and discuss challenges facing their own organisations. The Quilter Cheviot Liverpool Charities Team will then explore four pressing investment issues facing trustees: • Geopolitical change: implications for markets and charity portfolios • AI and digital transformation: opportunities, risks and ethical considerations • Defence investing: changing attitudes and implications for investment policies • Managing reserves: balancing near-term liquidity with long-term objectives The session is designed to encourage open discussion and peer exchange. Following the roundtable, guests are invited to enjoy a private tour of the People's Republic exhibition, including an opportunity to view the renowned Lutyens Model, whilst taking in spectacular views across the River Mersey and Liverpool's iconic Three Graces. Who should attend? This event is designed exclusively for charities and is suitable for trustees, finance directors and senior leaders. Programme: 12.00pm - Arrival, welcome 12.15pm - Lunch and roundtable discussion commences 2.00pm - Roundtable concludes 2.00pm - 3.00pm - Private tour of the People’s Republic exhibition This is a complimentary event. Spaces are limited and will be allocated on a first-come, first-served basis. Please book early to avoid disappointment. When confirming your attendance, kindly let us know if you have any allergies, dietary requirements or accessibility needs. To reserve your place, please contact James Charlton [email protected] Important information - Investors should remember that the value of investments, and the income from them, can go down as well as up and 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. This is a marketing communication.