Charity Trustee Investment Training

Part one: 20 June 2023


Our annual charity investment trustee training programme gives trustees the confidence to invest their charity’s assets to best support their financial and charitable objectives. The two-part course is designed to provide an overview of best practice in charity investment; covering charity law, investment policy and introducing available investment asset classes. Part One is open to those with limited investment knowledge while Part Two is for trustees who have attended the previous session or have past investment experience.

Sessions are open to all trustees and importantly, provide an opportunity to quiz presenters, cross-examine investment specialists and raise any concerns that they may have as a trustee in a supportive environment, while meeting with other trustees who may have similar investment experience.

The format is relaxed, the content suited to the audience with plenty of opportunity for questions.


From 9:30am Registration (in person)

10:00am Introduction & welcome

10:10am Equities: an introduction

10:35am Bonds: an introduction

11:00am Alternative asset classes: an introduction

11:30am Coffee

11:50am The role of a Charity Trustee

12:20pm Investment policy & current talking points

1:00pm Lunch

Event speakers

Tom Montagu-Pollock
Co-Head of Charities
Philip Reed
Partner, Charities and Philanthropy team at Withersworldwide
Ben Minter
Portfolio Director

Daisy Francklin
Portfolio Manager
Andrew Pottie
CFA – Fixed Income Investment Manager
Matthew Bennison
Fund Manager, UK Equities

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.