(LONDON CONFERENCE)- Investing with purpose: Ethical dilemmas, private equity and the impact economy

Are you a charity trustee facing increasingly complex investment decisions?

1. How can your charity balance its ethical values with its financial objectives?
2. Is private equity an opportunity worth exploring, or a source of unnecessary risk?
3. Can investments genuinely deliver both strong financial returns and meaningful social impact?

If these questions resonate, you're not alone. These are no longer theoretical debates. They are real challenges facing charity boards as economic uncertainty, evolving stakeholder expectations and a changing investment landscape continue to reshape decision-making.

Join Quilter Cheviot and a panel of leading industry experts on Wednesday 25 November 2026 for an afternoon of insights, discussion and practical guidance tailored specifically for charity trustees, chief executives, finance directors and senior leaders overseeing investments and governance.

What will be discussed?

Ethical investing: Where do you draw the line?

Ethical investment is rarely straightforward. While traditional "sin stocks" such as tobacco, gambling and controversial weapons are often viewed as clear-cut exclusions, how should charities approach areas such as artificial intelligence, global supply chains and the transition to net zero, where ethical considerations are often more complex and contested?

Drawing on the expertise of Quilter Cheviot's investment analysts, our panel will explore some of the most challenging ethical dilemmas facing charities today. They will challenge trustees to consider where ethical exclusions should begin and end, how differing stakeholder perspectives can be reconciled, and what trade-offs may arise when balancing organisational values with long-term investment objectives.

Private equity: Opportunity or unnecessary risk?

Private equity is becoming an increasingly important component of diversified portfolios, yet many charities remain uncertain about whether it is appropriate for them. Caroline Simmons, Chief Investment Officer and Suneet Kumar, Investment Manager at Quilter Cheviot will discuss the potential benefits, risk and governance considerations, together with the key questions trustees should ask before investing.

The impact economy: What's next?

We are delighted to welcome Jonathan Simmons, Chief Executive of New Philanthropy Capital (NPC), who will share his perspective on the evolution of the impact economy and what it means for charities, investors and philanthropists seeking to create positive change while pursuing sustainable returns.

We are also pleased to welcome a special guest speaker to the programme. Whilst their identity must remain under wraps for now, we look forward to sharing further details on the day.

An open exchange of ideas and experiences 

Attendees will be given the opportunity to ask questions, discuss the challenges facing their organisations, and leave with practical insights to share with their boards and leadership teams.

Reserve your place

This is a complimentary event.

For further information about the conference or to reserve your place, please contact Darlene Bowen at [email protected].

Places are limited and will be allocated on a first-come, first-served basis.

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.

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.

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