Charities Trustee Training - Edinburgh

Tuesday, 24 October 2023

We were delighted to again partner with experts from local accountancy and legal firms to provide charity trustees and executives with an update on the charity sector.

Our speakers provided an accountancy and legal overview.

Ben Minter, Cazenove Charities, reviewed the key questions trustees might want to consider when adopting or refining their investment policy.

Niall Kennedy, Cazenove Capital hosted the session and chair the Q&A.

We were then joined by the CIO of Cazenove Capital, Caspar Rock, who provided an overview of the investment landscape and our thoughts on markets.

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact us below.

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.