Trustee Training: Updated Charity Investment Guidance

September 2023

Course content

These sessions covered the Charity Commission for England and Wales’ updated charity investment guidance and is important training for charity trustees responsible for investment assets.  We’ll consider the legal and practical implications of the new guidance and any recommendations for trustees.

We ran three sessions in September. Watch the recordings below:

Tuesday, 5 September 11:00–12:00

Watch the recording here

Thursday, 14 September 11:0012:00

Watch the recording here

Wednesday, 27 September 11:0012:00

Watch the recording here

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.