Events

Many are familiar with the disclaimer that your capital is at risk when investing, however what are the different types of risk to consider regarding your investment portfolio, and can you minimise them? Join our HSBC Charities and Education team to learn about the key risk considerations, ranging from common risks, such as inflation and volatility, to evolving risks, such as ESG and geopolitical. Risks evolve over time, especially with a changing macroenvironment, so how often should you review your strategy and why is not doing anything a risk in itself?

Whether you are looking to increase your investment knowledge or simply seeking a refresher, this course will improve your ability to contribute meaningfully to financial discussions at your organisation. This training will also provide a great opportunity to ask any questions to our presenters. Register in advance for this meeting:

Thursday 1^st May 2025 10:00 – 10:45am

https://hsbc.zoom.us/webinar/register/WN_XVRqLfEAT5S4exBWHbpfzg

After registering, you will receive a confirmation email containing information about joining the meeting.

Join us for our other upcoming trustee training sessions in advance:

(Please note, times and dates may be subject to change)

Your panellists will be:

Sophie Ward

Head of Charities and Education

Sophie is a Chartered Wealth Manager and graduated with a 1st in International History and Politics from the University of Leeds. She has recently been awarded a Distinction in her MBA from Aston Business School, with a focus on impact investment. She been with HSBC since 2010 where she joined as a graduate. Out of the office she is usually found surfing or mountain biking. 

Russell Hooper

Charity Investment Counsellor

Russell joined HSBC Private Bank in 2019 from Brewin Dolphin where he spent seven years as a specialist charity investment manager covering key clients in Wales and the Southwest of England. Prior to this Russell spent 15 years at US based Investment Bank Merrill Lynch when he advised some of the world’s largest Institutional Investors, Sovereign Wealth Funds and Hedge Funds on their equity, fixed income and derivative strategies. Russell is a Fellow of the Chartered Institute for Securities and Investments and is an engineering graduate from Cardiff University. Russell is involved with a number of sport-based charities and he and his family have been long term supporters and participants of HCPT which provides holidays for disabled children and adults as well as a well-earned rest for their carers.

HSBC Charities & Education team