Charity Investment Forum: watch the replay

With the threat of recession and social inequality on the rise, the challenge of growth for charities has never been a more important topic. At this year’s Charity Investment Forum, experts shared their views on how this could be an opportunity for the third sector. Watch the recap below.



Victoria Beckett
Editor and Copywriter

The challenge of growth was the focus of this year’s Cazenove Capital’s Charity Investment Forum, where we hosted over 300 charity trustees, investment committee members and executives. A range of experts looked at the portfolio implications of slowing growth as well as the impact of growing social inequalities, the cost-of-living crisis  higher demand for charitable services, sustainably and the transition to net zero.

With all of the uncertainty this creates, speakers delved into the opportunity available for the sector to demonstrate how charities can collaborate, mobilise and help those who need it most.

The keynote speaker was Steven Bartlett, a successful entrepreneur, speaker, investor, author and Dragon on the BBC show Dragons’ Den. He discussed his own experiences of growth in business and on a personal level.

Watch the video recording to hear more from experts in the field. These include Caspar Rock, our Chief Investment Officer, Keith Wade, Schroders Chief Economist, Adam Shaw, Financial Reporter and Presenter, Karen Atkinson, Finance Director of Bridge House Estates, and Matthew Cox, Investment Director of the Esmée Fairbairn Foundation.

Watch the full event >

This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. 

Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements.

All data contained within this document is sourced from Cazenove Capital unless otherwise stated.


Victoria Beckett
Editor and Copywriter


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