Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
'How to improve your financial management'
Great news! Our webinar 'How to improve your financial management' is now available to view on-demand.&n...
Charities and Artificial Intelligence: Understanding the opportunity and strategic implications
Generative AI is the present and the future, but with opportunities comes risk. Have you considered how can ...
Investment insights webinar: Can investor confidence turn more definitively positive in 2024?
Discover the key questions facing investors in 2024 and the market impact of the ‘Magnificent Seven’ US tech ...
HR Lunch Club - 2024 Employment Law and HR Predictions - Tuesday 5 December 12:30pm - 1:30pm
Please join us at our free HR Lunch club. Please click on the link below to register.
On-demand webinar: Where to start with E.S.G. investment for your charity
Responsible investing is an evolving area for charities, but with an ever-increasing volume of information and...
Quarterly Investor Briefing – Webinar
CCLA invites you to a webinar covering:Highlights of economic and investment market developmentsCCLA multi-ass...
Global Outlook Video - September 2023
Chief Investment Officer, William Dinning addresses one of the big questions the market is tackling at the mom...
PITCH Fund Update and the launch of the UK Social Value Strategy "Empowering Places"
On Tuesday 5th September, the PITCH Fund team hosted a webinar where they provided a performance update on the...
The essential guide to the company secretary role for charities
The company secretary role is key to ensuring good governance in any sized charity. The fundamental governance...
Remote working in the not-for-profit sector
What are the benefits and challenges of remote working in the charity and not-for-profit sector?We know that m...
Getting in shape for 2023 - a webinar for charities
The start of a year is a good time to take stock, at a time of real uncertainty for many charities. In this we...
Global Equity Webinar
Freddie Lait outlines how our investment approach operates throughout market cycles and explains why our stra...
Charity Trustee Law Update 2023
In our latest training session, Emma James, Associate from our Charity Team was joined by Alan Baker, Tom Rudk...
LF Waverton Charity Growth & Income Fund - Q4 2022 Update (on demand webinar)
Watch our latest webinar on the LF Waverton Charity Growth & Income Fund.
Charity Investment Forum: watch the replay
With the threat of recession and social inequality on the rise, the challenge of growth for charities has neve...
LF Waverton Charity Growth & Income Fund - Q3 2022 Update (on demand webinar)
Q3 2022 Waverton Charity Growth and Income Fund Update - Waverton
Rathbones - Investment Update video: 'When the facts change'
Investment Update video: When the facts changeRathbones’ co-chief investment officer Ed Smith explai...
LF Waverton Charity Growth & Income Fund - Q2 2022 Update (On-demand webinar)
Watch our latest update with Ian Enslin and Isobel Fraser.
Responsible investment for Charities: High Court Judgement, Trends and Best Practice
We look at the recent High Court Judgement which backed two Charitable Trusts who wish to put planet ahead of ...
3 ways to align your charitable culture with selling services
Action Planning Associate Ned Wells works with charities to help them raise funds through selling their servic...
Becoming an effective board webinar
An effective Board is essential for any sized charity. This webinar is beneficial to anyone who is a trustee, ...
"The Metaverse, what's all the fuss about?"
The Metaverse, what’s all the fuss about?Tech giants have grand plans to bring the metaverse to life. Buzzword...
Will the green transition help or hinder economic expansion?
The fortunes of all investors – charities included – are bound up to some extent with global economic growth. ...
LF Waverton Charity Growth & Income Fund Q1 2022 Update - (On-demand webinar)
Watch our latest webinar on the Waverton Charity Growth & Income Fund via the link below.
Changes in Right to Work Checks
Brexit and the pandemic have had an impact on Right to Work checks over the past few years, and there have bee...
'Platforms are back, but not stagflation'.
Why we don’t see an economic rerun of the 70s: a preview of the lead article in this quarter's Investment Insi...
COP26: what investors need to know
COP26: what investors need to knowWatch the first webinar in our ‘what investors need to know’ series, focusin...
Climate change: what investors need to know
Climate change: what investors need to knowIn the second of our ‘what investors need to know’ series, we take ...
Charity sector webinar: managing risks in uncertain times
The latest webinar can be viewed by registered HERE
Smith and Williamson Market Update - Monthly Webinar
Sign up for our monthly Investment Outlook webinar, presented by our Chief Investment Strategist, Daniel Casal...
Tilney Smith & Williamson Charity Trustee Training Webinar - 18 November 2021
This session covered investment strategy against a background of rising inflation. We were delighted to be jo...
Rathbones Charity Investment Training Webinar - The basic rules for long-term investors
Here we provide a set of rules for setting objectives, building an investment strategy, investment selection a...
Rathbones Charity Investment Training Webinar - Considerations when selecting an investment manager
Here we distil the main points you’ll need to consider when selecting the right investment manager for your ch...
Rathbones Charity Investment Training Webinar - Equities Selection
Here we provide an overview of how we analyse and select potential equity investments for our charity clients ...
Rathbones Charity Investment Training Webinar - CC14 and how to develop an investment policy
Here we provide an overview of a charity trustee’s investment management duties and how to develop and draft a...
Rathbones Charity Investment Training Webinar - Ethical and Sustainable Investment
Here we provide an overview of ethical, sustainable and impact investing and the range of approaches that char...
Rathbones Charity Investment Training Webinar - The relationship between risk and return
Here we provide an overview of the different types of risk associated with investing and how to measure and ma...
Rathbones Charity Investment Webinar - Understanding investment tools: An introduction to asset classes. A brief overview of the main asset classes that can typically be used in a charity’s investment portfolio
Here we provide an overview of the different types of risk associated with investing and how to measure and ma...
Rathbones Charity Investment Training Webinar - Equities – which markets?
The events of the past year have changed the course of markets and some areas have been worse affected than ot...
Rathbones Charity Investment Training Webinar - Equities selection – How to identify winners and avoid a permanent loss of capital
A thorough investment process will help you to identify future winners, as Sanjiv Tumkur and Eu...
Rathbones Charity Investment Training Seminar - Income-only versus Total Return investing
Here we provide an overview of the advantages and disadvantages of the income-only and total return investment...
Charities: Emerging Issues Conference
You are able to view our recent webinar here that focuses on the important emerging issues that charities...
Rathbones Charity Training Webinar Series - Income vs. total return
Knowing the best available investment options is important for your charity. Andrew Zazzi and V...
Castlefield Symposium 2021: "Net Zero - will COP26 be a cop-out?"
If you have an interest in Climate Change, COP26 or achieving NetZero, please watch the Castlefield symposium ...
Webcast: An Introduction to Thoughtful Investing
In this webcast we discuss the increasing prominence of ESG factors when investing and how to ensure your asse...
Charity Trustee Training Webinar - 10 June 2021
The Charity Commission have launched a consultation on their Responsible Investment guidance to charities with...
Charity Trustee Training Webinar - 3 June 2021
We are delighted to invite you to join us for the first in a series of Lunchtime Charity Trustee Training even...
Charles Stanley Trustee Training Webinar
The past year has brought with it a multitude of challenges and triumphs previously never explored. It cause...
Demystifying mergers and acquisitions webinar for schools 25 May 2021
Event detailsDate: 25 May 2021Timings: 16:00 - 17:30Sector: EducationPrice: FreeLocation:&...
Webinar: Addressing the repercussions of COVID-19: how social impact investment can help us build back better
COVID-19 has exacerbated the pre-existing inequalities in our society; during the pandemic our poorest communi...
Belfast Charity Conference Webinars
Due to the COVID-19 pandemic the Smith & Williamson Belfast Charity Conference will be held as a virtual e...
Next Gen Now Webinar Series: De-mystifying charity accounts
Join us on Thursday 22 April from 11:30-12:15, for our next Next Gen Now virtual even...
Investec Webinar: Charities Taking Action in a Net Zero World
How can you measure your carbon footprint within your existing operations? What steps can you take to reduce y...
Investec Webinar: Charities Taking Action in a Net Zero World
Sign up to attend our upcoming webinar: ‘Charities taking action in a net zero world’, hosted in partnership w...
Don't miss our latest webinar on Income vs. total return
Knowing the best available investment options is important for your charity. Andrew Zazzi and V...
Growing as a Leader - Hallidays Business AM interactive webinar
Join us for an interactive webinar. We'll provide you with the leadership skills you need to drive your orga...
Birmingham Charity Conference Webinars
Due to the COVID-19 pandemic the Smith & Williamson Birmingham Charity Conference will be held as a virtua...
Trustees 2021 Webinar - Planning the year - 23 February 2021
Smith & Williamson business advisers and Lester Aldridge solicitors invite you to join our Zoom webinar. ...
Investec Webinar: Monthly Economic Q&A - Spring Budget Preview
Our next webinar will take place at 10:00 on Wednesday 24 February and will be an hour-long discussion about w...
Trustee Training Webinar, 4 February
Current restrictions mean that we are unable to meet in person but, instead, we are continuing to offer ...
Webinar: Fiduciary duties and going concern: how responsibilities of charities are changing
In the last six months we have all become accustomed to remote working with many charities having to embrace...
Economic Outlook Webinar
2020 has been an extraordinary year for the world economy bringing change and challenge on an unprecedented sc...
RSM and Withers Webinars: managing your business post pandemic
Join our webinars on 15 October and 22 October to look at the state of the Not for Profit (NFP) sector. In...
London Charity Conference Webinars - 24 September 2020
Due to the COVID-19 pandemic the Smith & Williamson (S&W) London Charity Conference will be held ...
Webinar: Charity Update Series
We are all aware of the impact COVID-19 has had, and will continue to have, on beneficiaries, employees, volun...
Charity Trustee Training Webinar - 27 June 2020
The topics covered included:Bullying allegations and how to investigate them – Meriel Schindler and Hugh Moor...
Mayfair Capital Charity Investment Webinar 18th June 2020
Property investment and asset allocation for charities – facing the challenges of Covid-19.To watch a recordin...
Charity Trustee Training Webinar - 18 June 2020
The topics covered included:Identifying, understanding and managing risk – Richard Piercy, S&W Respons...
Charity Trustee Training Webinar - 18 June 2020
The topics covered included:Identifying, understanding and managing risk – Richard Piercy, S&W Respons...
Mayfair Capital Charity Investment Webinar 18th June 2020
Property investment and asset allocation for charities – facing the challenges of Covid-19.To watch a recordin...
Mayfair Capital Charity Investment Webinar 18th June 2020
Property investment and asset allocation for charities – facing the challenges of Covid-19.To watch a recordin...
Webinar: Managing investments in unprecedented times
As charities continue to struggle with the widespread financial implications of the Covid-19 crisis, Senior In...