Check out the latest events being organised by charity advisers. To access past events and webinars, please click here.
Events Calendar
Global Sustainable Equity Strategy Update
14.01.2026 13:00 - 14:00Online
Join Tom Montagu-Pollock, Co-Head of Charities, as he hosts a discussion with the co-managers of the Schroders...
Market Update and Economic Outlook
20.01.2026 11:30 - 12:30Online
Global equities are currently on track to deliver their third year of double-digit percentage gains, fueled by...
Navigating the new charity SORP – practical guidance for finance professionals
22.01.2026 13:00 - 14:00Online
There are changes to charity reporting and accounting in 2026. According to the Charity Commission, these chan...
Cyber Risk Simplified for Charities
29.01.2026 14:00 - 15:00Microsoft Teams Webinar
Cyberattacks now cost UK charities millions each year, and with high-profile attacks on retailers making headl...
Sustainable Multi-Asset Fund Update
05.02.2026 12:00 - 13:00Online
Tom Montagu-Pollock, Emilie Shaw and Matt Best will provide a half yearly update for the Sustainable Multi-Ass...
Investment Policy Statement Guide - Launch
23.02.2026 09:30 - 12:00London
We're excited to be launching our refreshed Investment Policy guide in early 2026. Join Tom Montagu-Pollock, K...
Investment Policy Statement Guide Best Practice
03.03.2026 14:00 - 15:00Online
We're excited to be launching our refreshed Investment Policy guide in early 2026. Join Tom Montagu-Pollock, K...
Live webinar - AI for charities
12.03.2026 12:00 - 13:00Online
Rathbones Charity Expert Series webinar.AI for charities: Practical applications, risks and opportunities.Arti...
Investment Policy Statement Guide Best Practice
12.03.2026 16:00 - 17:00Online
We're excited to be launching our refreshed Investment Policy guide in early 2026. Join Tom Montagu-Pollock, K...
Charity Multi-Asset Fund Update
21.05.2026 12:00 - 13:00London and Online
Tom Montagu-Pollock, Adam Spring and Maisie Hobbs will provide a half yearly update for the Charity Multi-Asse...
Charity Trustee Investment Training - Part One
10.06.2026 10:00 - 13:00Online
Our annual charity investment trustee training programme will give trustees the confidence to invest their cha...
Sustainable Multi-Asset Fund Update
15.07.2026 12:00 - 13:00London and Online
Tom Montagu-Pollock, Emilie Shaw and Matt Best will provide a half yearly update for the Sustainable Multi-Ass...
Charity Trustee Investment Training - Part Two
08.09.2026 10:00 - 13:00Online
Our annual charity investment trustee training programme will give trustees the confidence to invest their cha...
Charity Multi-Asset Fund Update
03.11.2026 12:00 - 13:00Online
Tom Montagu-Pollock, Adam Spring and Maisie Hobbs will provide a half yearly update for the Charity Multi-Asse...
Annual Charity Investment Forum
12.11.2026 11:00 - 19:00London and Online
We are delighted to be hosting our hybrid 2026 Charity Investment Forum on Thursday 12th November