Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
Good charity governance: Going beyond the tick box
By Arlene Clarke, Senior Risk and Assurance Manager, Sayer Vincent It’s unlikely that anyone in the charitable...
Charity Fraud Awareness
You may have seen some of our daily content for the recent Charity Fraud Awareness Week. In case you didn't ca...
W1M adds further senior firepower with new hires
Oliver Jones-Davies joins as a Portfolio Manager in the Charities team, where he will report to James Pike, He...
Buddenbrooks investing: Living off the dividends without hollowing out the house
Thomas Saville reveals why focusing on total-returns pays dividends
Is Impact Investing the Right Strategy for Charities?
Charities are in an increasingly difficult position as the strain caused by a weak economy means demand for se...
Charity trustees on Love Island
Why investment managers constantly change and what to do about it... If you’re a UK charity trustee, you may f...
W1M Fund Centre - WS Waverton Charity Growth & Income Fund
The Waverton Funds are sub-funds of Waverton Investment Funds PLC, an umbrella fund. These Waverton Funds form...
Directors & Officers / Trustees Liability Insurance
D&O and Trustees Liability - a KEY COVER for charitable organisations.As a trustee or director of a charit...
A fresh look at charity governance with the updated Charity Governance Code
Looking ahead into 2026, charity leaders may well have resolutions to strengthen the foundations of their char...
Market Perspectives February 2026
Welcome to the February edition of “Market Perspectives”, the monthly investment strategy update from Barclays...
AI use cases for charities
As AI adoption accelerates, charities are asking for clearer guidance on how to put it into practice... Artifi...
LGT Charity Team Factsheet - Q4 2025
Facts, figures and performance for LGT Charity Strategies as as 31/12/2025
What are the Investment Options and Strategies Available to Charities?
With a wide range of investment options available to charities, the selection of appropriate instruments must ...
Q4 market review
After growing at an above trend pace over the previous two quarters, global economic activity seems to have de...
Patience pays: why quality shares outperform in the long run
Quality shares’ performance has been hard to predict from one quarter to the next. But in the long run, their ...
CCLA launches first global benchmark on modern slavery
Our first global benchmark on modern slavery reveals that the 100 largest global listed companies (UK companie...
HWS - New Member
Good Afternoon,Download HWS_Charity Intelligence_A4_V2_08012026.pdfHWS are delighted to have become a member o...
Guide: SORP 2026 made simple
Charities have to prepare accounts in accordance with the Statement of Recommended Practice (SORP) also known ...
What could 2026 bring for investors?
JM Finn’s Head of Investment Office Jon Cunliffe gives a top-level view of what 2026 could have in store for m...
Q1 2026 - House Report - Loose Money, Hard Power - Central banks under pressure as the global order fractures
As we begin 2026, almost a year into President Trump’s second term, the once isolationist America First agenda...
Outlook 2026 event: The interpretation game
Our flagship annual Outlook event took place in the remarkable St George ballroom at The Peninsula London. Ove...
The Modern Philanthropist: Practitioner perspectives
Philanthropy is evolving. It is becoming more strategic, more impactful, and more deeply personal. At Barclays...
Charities and the Economic Crime and Corporate Transparency Act 2023
The Economic Crime and Corporate Transparency Act 2023 (ECCTA) is a significant piece of legislation...
The Failure to Prevent Fraud offence several months on - key learnings so far for charities
The Failure to Prevent Fraud offence has been in force for several months now (the offence's "go-live" having ...
Fraud audits: how to get started and practical tips for your charity
Fraud risks causing charities significant harm to their reputation and their finances. It can even create crim...
Why the charity sector is not immune from fraud and why some charities are seen as "easy targets"
Unfortunately, the charity sector is often seen by fraudsters as somewhat of an 'easy target'. The unique ways...
Navigating the evolving landscape of fraud - what charities need to know
Fraud remains one of the most pressing challenges for businesses in the UK, and charities are no exception. Ac...
Investing in digital health
Digital health solutions are transforming global healthcare delivery by improving outcomes, access and efficac...
Material E, S and G factors in 2026
This article is designed to be thought leadership content, to offer big picture views and analysis of interest...
📢 Good news for charities in England and Wales!
The publication of the new SORP marks a significant moment for the charity sector, one that brings the potenti...
💡 Why does generosity rise at Christmas — and how can charities harness that?
Our latest article dives into:• The deep roots of charity and giving through history • Key motivations behind ...
Are you ready for the new “charitable-purpose soft opt-in” rule?
🔔 Attention Charities – Are you ready for the new “charitable-purpose soft opt-in” rule?From January 2026, new...
How to use AI for the common good
Using AI can be hugely beneficial to charities. It can save time, money and even help with service delivery. B...
Charity legacies round-up – legal updates and what’s on the horizon
How can you make use of new powers in the Charities Act 2022 to unlock restrictions? Should you give an indemn...
Investment Perspectives 2026 Outlook: Searching for value amid the euphoria: Can the wave of optimism continue?
Key takeawaysMost major asset classes performed well in 2025, despite repeated shocks. As we approach 2026, in...
AI: Bubble or bottleneck?
Artificial Intelligence (AI) itself is not a bubble; rather, the current market exuberance is concentrated aro...
Autumn Budget 2025: What it means for charities
The Chancellor's autumn statement arrives at a critical moment for the voluntary sector. Demand for support i...
UK Budget: At a glance
After months of speculation, the UK government has finally unveiled its tax and spending plans for the year ah...
W1M Fund Managers discuss Capital Cycle Strategy with Value Investor Insight
W1M’s Christopher Garsten, Charles Glasse and Charles Walker explain the bottom up ap...
Q1 2026 Global Outlook: As goes AI...
Artificial intelligence is now the most important driver of growth in the world’s largest economy and is deliv...
W1M Investment Forum 2025
The W1M Investment Forum, held at BAFTA last week, had a fascinating talk from veteran war correspondent and S...
AI Outlook 2026
Welcome to our special edition AI Outlook 2026, which looks beyond the headlines to the inner workings of arti...
Outlook 2026
Welcome to our “Outlook 2026”, the investment strategy update from Barclays Private Bank, which is also availa...
Inflation plus: no free lunch The challenge of achieving inflation-beating returns
Key takeaways: • There is no risk-free way to consistently beat inflation but, now real yields on inflation-l...
FTSE 250 vs FTSE 100: A reversal of the usual order
Since the last Budget, an unusual divergence has emerged in UK equity markets. Historically, materially lower ...
Global Outlook - November 2025
n this video, Bill Dinning, Chief Investment Officer, reviews the strength of global equity markets, driven by...
Update on Martyn’s Law for charities & churches
The Terrorism (Protection of Premises) Act 2025, also known as Martyn’s Law, is a new Protect Duty legislation...
Gold’s new role: from safe haven to strategic asset
Gold used to be viewed as the financial-market equivalent of hugging a teddy bear— reassuring in a crisis, but...
Regional diversification can offset the concentration risk offered by the US
Headlines warning about “stretched” valuations and “bubble‑like” price action—especially in US technology—natu...
Private Markets Annual Report 2025
Building on the themes of our first report in 2024, this year’s edition delves deeper into the behaviours, mot...
Opportunities and risks of AI in the charity sector
The implications of artificial intelligence (AI) for all aspects of society are huge, and the charity sector w...
Strategic investment: Rethinking long-term charity portfolios
For institutional charities such as foundations and endowments, investment strategy is not just about navigati...
Investing for the first time - Guide
When investing for a financial return, trustees have to comply with certain legal requirements as covered by...
Gift Aid: more hassle than it’s worth?
By Ross Palmer, Tax Director, Sayer Vincent Since its early beginnings in 1990 and following its expansion in ...
Q4 2025- House Report - A Focus on Quality
As we move into the final quarter of the year, after a period in which markets have been dominated by the shar...
The ongoing impact of US policy on global markets
Global equity markets enjoyed a strong quarter, reaching fresh highs despite continued uncertainty around US t...
Conflicts of interest: what are they and how can a charity manage them?
Conflicts of interest are a key priority for the Charity Commission.Conflicts of interest can affect charities...
Quilter Cheviot: Review for Charities – issue 2
We are excited to share the latest edition of Review for Charities. This bumper issue is packed with ex...
How are Modern Philanthropists making a difference?
Philanthropy is one of the most meaningful societal contributions any of us can make in our lifetime. Whether ...
The Economic Crime and Corporate Transparency Act 2023 – where are we now?
What further changes can be expected following ECCTA 2023 implementation?The Economic Crime and Corporate Tran...
Market Perspectives October 2025
Welcome to the October edition of Market Perspectives, the monthly investment strategy update from Barclays Pr...
Why own Nvidia when you can buy picks and shovels?
Everyone seems to be talking about “Artificial Intelligence” (AI) as the next industrial revolution which will...
Property & Sustainability - The Growing Importance of ESG
With the built environment contributing up to 40% of global Greenhouse Gas emissions (GHG), the real estate i...
ESG Overview 2025
Simon Martindale, Fund Director of The Property Income Trust (PITCH), gives an ESG overview of the Fund.
Treasury Management for Charities
Charities in the UK face mounting financial pressures: funding gaps, rising costs, volatile donation flows, an...
CPS and SFO update guidance on corporate prosecutions
Charities could face prosecution under new offences for failure to prevent fraud and for fraud committed by se...
September Market Perspectives
Welcome to the September edition of Market Perspectives, the monthly investment strategy update from Barclays ...
How UK charities can benefit from cross-sector collaboration
By Emma Wilder We know and we understand the constant challenge charities face in securing more funding, more ...
Why financial governance must matter to all trustees
At the heart of being a charity trustee is passion, a belief in the cause and a commitment to making a differe...
Looking through the Overton Window
Understanding when to take risk with charity investments.
How does agentic AI work for charities?
Charity Digital explores how charities can use agentic AI to boost their supporter experience, volunteer manag...
Unlocking opportunity: What the Public Procurement Act 2023 means for charities and social value
Embedding social value at the heart of public service delivery. The Public Procurement Act 2023 – amplifying i...
Too little, too late: why mergers shouldn’t wait for crisis
Mergers between charities are being talked about more often, but the conversation still tends to centre on fin...
3 cyber threats facing charities today
Charities are targeted by cyber attacks just like businesses. In fact, 40% of businesses and 30% of charities ...
Managing digital and AI risks in your charity
As digital tools and AI become increasingly embedded in the charity sector, understanding and managing the ris...
A rate cut delivered - where are short term yields now?
We got the expected rate cut yesterday (8th August), at the second time of asking but the closeness of the vo...
Yoke's summer charity quiz
Are you entertained or engaged by your charity's investments? Here is a little quiz that answers that question...
2025 Q2 Commentary: The Fading Smile
In this article, we explore the implications of a weakening US dollar for globally diversified portfolios, que...
Property Market Update
Simon Martindale, Fund Director of The Property Income Trust (PITCH), gives an overview of the property market...
Q3 2025 - House Report - Dollar Dynamics
With the US economy, markets, and listed companies at the centre of global dynamics, we explore the key themes...
Has your charity done all it can to prepare for the mandatory requirements to verify trustee identity?
One significant outcome of the Economic Crime and Corporate Transparency Act 2023 (ECCTA) is the introduction ...
Civil Society Covenant
The Civil Society Covenant was published on 17 July 2025.The Civil Society Covenant was officially launched by...
Celebrating 3 Years of the CAF ESG Funds
June marks the 3-year anniversary of the IFSL CAF ESG Fund range, a milestone for a project that was five year...
Don’t let apathy cost you money
💸 Don't Let Apathy Drain Your Charity's PotentialLearn How to Make Your Cash Reserves Work Harder for Your Cau...
New UTB Base Rate Tracking Easy Access Account for Businesses and Charities Pays 4.05% Gross* Interest with 6-Month Bonus
Charities Get 4.05% Without Tying Up Funds New! 4.05% Easy Access Savings 💰 Make your funds work!
Bears sound smart, but optimism pays
We had the fortune of sitting on a market outlook panel recently, which provided a good opportunity to review ...
Financial leadership: What does it take to lead well today?
Leadership is changing. Across the charity and social purpose sector, leaders are being asked to do more with ...
Five steps towards a charity merger
By Mary Wessel, Charity Digital A successful merger can give charities a more secure future, allowing them to ...