Insight Articles

Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.

Partnerships, mergers and collaboration: what does the future hold pot-pandemic?

In our latest webinar, Charles Mesquita of Quilter Cheviot chairs a thought-provoking panel and is joined by J...

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 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 ...

Quilter Cheviot's educational programme for charities

As part of our educational programme for charities, we have created a series of webinars. The webinars are des...

Charity Responsible Multi-Asset Fund webinar

Download the Charity Responsible Multi Asset Fund Investor update here

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...

Making an Impact as a Small Charity

Who said only the big are mighty? As a boutique investment manager that leads the way in responsible and susta...

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:&...

Charity Multi-Asset Fund webinar - May

Tom Montagu-Pollock and Joe Davies will present an update on the fund's performance and positioning.This sessi...

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...

The Charity Governance Code: Refresh

As part of our programme of support for charities, and in response to the pandemic, we have co-created a seri...

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...

Charity Webinar: What lessons can charities learn from the pandemic?

As part of our educational programme for charities, we are delighted to invite you to a live Q&A webinar ...

Charity Responsible Multi-Asset Fund webinar - February

Join us for our Charity Responsible Multi-Asset Fund Investor update.The presentation will include a review of...

Property Market and PITCH Fund Webinar

Here is the link to the webinar

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...

Charity webinar - Is the past a guide to the future?

As part of our educational programme for charities, we are delighted to be hosting a live webinar and questi...

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 ...

The importance of investing for charities

In our latest video, Hugh Draycott, Investment Manager, North West, looks at the key investment considerations...

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 Webinars

As part of our educational programme for charities, and in response to the pandemic, we have created a se...

Charity Trustee Training Webinar - 27 June 2020

The topics covered included:Bullying allegations and how to investigate them – Meriel Schindler and Hugh Moor...

Charity Responsible Multi-Asset Fund webinar

Join us for our Charity Responsible Multi-Asset Fund Investor update.The presentation will include a review of...

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...