Quilter Cheviot roundtable: Mission-led stewardship of charity assets

As part of Trustee Week, join Quilter Cheviot, Lester Aldridge and Morris Crocker for an interactive discussion exploring how charities can align investment decisions, governance responsibilities and financial stewardship with their organisational mission and values.

 Over lunch, the session will bring together charity professionals to discuss the challenges and opportunities facing charity trustees today, including ethical investment considerations, current market conditions, legal developments and impact reporting.

 Programme

12:00pm – Arrival, lunch and networking

12:30pm – Sessions commence, including:

1. Sensible investing for a complex world - Oliver Stainer, Quilter Cheviot
2. Balancing mission, ethics and returns - Nicola Toyer, Quilter Cheviot
3. Unlocking value using the Charities Act - Lisa Watson-Cook, Lester Aldridge
4. Impact reporting - Paul Underwood, Morris Crocker

2:30pm – Event concludes

Who should attend?

This event is designed exclusively for charities and is suitable for trustees, finance directors and senior leaders.

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 advise if you have any allergies, dietary requirements or accessibility needs.

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.

Please note that this event is being hosted jointly by Quilter Cheviot, Lester Aldridge and Morris Crocker. By registering for this event, you acknowledge that your registration details will be shared between Quilter Cheviot, Lester Aldridge and Morris Crocker and for the purposes of administering the event and any related follow-up communications. You may receive relevant news, updates and invitations from all three organisations following the event, and you will have the option to unsubscribe from these communications at any time.

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