For more than 200 years, our independence and expertise has looked after the interests of entrepreneurs, professionals, families and charities.
A range of services designed to offer comprehensive and customised support to the full sector.
Manchester charity trustee and executive update
Thursday 8 October 2026, 12.00pm - 2.00pm
Bristol charity trustee and executive update
Wednesday 14 October 2026, 12.00pm - 2.00pm
Birmingham charity trustee and executive update
Wednesday 21 October 2026, 12.00pm - 2.00pm
Oxford charity trustee and executive update
Thursday 5 November 2026, 12.30pm - 5.00pm
Charity Trustee Investment Training - Part Two
Tuesday 8 September 2026, 10.00am - 1.00pm
Charity Trustee Investment Training - Part One
Wednesday 10 June 2026, 10.00am - 1.00pm
Webinar: Investment Policy Statement Guide Best Practice
Thursday 12 March 2026, 4.00pm - 5.00pm
Trustee Training: Roles and responsibilities webinar
Thursday 12 March 2026, 9.30am - 1.30pm
Webinar: Investment Policy Statement Best Practice
Tuesday 3 March 2026, 2.00pm - 3.00pm
Wednesday 10 September 2025, 9.30am - 1.00pm
Investment Policy Statement Guide
Monday 23 February 2026, 09.30am - 12.00pm
Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact us below.