Check out the latest events being organised by charity advisers. To access past events and webinars, please click here.
Events Calendar
Mastering Subject Access Requests
10.02.2026 10:00 - 13:00Online
Interactive training for the education and charity sectors Managing subject access requests (SARs) can be one...
W1M Charities Trustee Training: Income vs. Total Return
18.02.2026 12:00 - 14:0016 Babmaes Street, London, SW1Y 6AH
We are pleased to invite you to an upcoming trustee training session focused on Income vs...
SORP 2026 for Trustees
20.02.2026 09:30 - 10:30On line
The newest iteration of the Statement of Recommended Practice (SORP) for charities is in full effect. For trus...
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...
Trustee roundtable: Winning the battle against inflation (In-person)
25.02.2026 12:00 - 14:00Quilter Cheviot, 2nd Floor, Toronto Square, City Square, Leeds, LS1 2HJ
Charity trustees are facing one of the toughest challenges in recent years, maintaining real returns in an en...
Roundtable discussion: Mission-aligned investment strategies for charities
03.03.2026 12:00 - 14:0030 Gresham Street, London, EC2V 7QN
With growing scrutiny from donors, staff, beneficiaries and regulators, many charitable organisations are reco...
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...
Trustee roundtable: Investing under a Trump presidency & navigating SORP changes (In-person)
04.03.2026 12:30 - 14:00Quilter Cheviot, 9th Floor, Montgomery House, 29-33 Montgomery Street, Belfast, BT1 4NX
Join us for a roundtable hosted by Quilter Cheviot and Finegan Gibson, where we will explore two key themes c...
HSBC Trustee Training - Unlocking Opportunities in Private Markets
11.03.2026 11:00 - 11:45Zoom Webinar
Welcome to our 2026 Trustee Training series. We are pleased to invite you to our first session of 2026 on opp...
Spring Investment Seminars 2026 - Unlocking Growth: regime change and the path to future returns - Afternoon Session
11.03.2026 14:00 - 18:00The Royal Society of Medicine, 1 Wimpole St, London W1G 0AE
Our annual Spring Investment Seminars will be taking place on Wednesday 11 and Tuesday 17 March 2026 at the Ro...
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...
Spring Investment Seminars 2026 - Unlocking Growth: regime change and the path to future returns - Morning Session
17.03.2026 10:00 - 14:00Royal Society of Medicine 1 Wimpole Street London W1G 0AE
Our annual Spring Investment Seminars will be taking place on Wednesday 11 and Tuesday 17 March 2026 at the Ro...
Effective governance
19.03.2026 09:30 - 10:30On line
Effective governance is the cornerstone of a successful and impactful charity. Join us as our Partner Judith M...
Investing with confidence in a turbulent world, and the Charities SORP: key updates to accounting and reporting requirements
24.03.2026 09:30 - 14:00Cottons Hotel, Manchester Road, Knutsford, Cheshire, WA16 0SU
Investing with confidence in a turbulent worldWith rising geopolitical tensions, shifting economic prioritie...
Trustee roundtable: What does the current geopolitical environment mean for your charity’s investment strategy (In-person)
15.04.2026 12:00 - 14:00Quilter Cheviot, Senator House, 85 Queen Victoria Street London, EC4V 4AB
With rising geopolitical tensions, shifting economic priorities, and ongoing market turbulence, charity trus...
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