Events mailing preferences

Thank you for your interest in being invited to Cazenove Charities events. Please see below for details of our event and how to sign up for invitations.

Our range of literature and calendar of events is designed to keep charity trustees and employees up to date on charity investment and policy issues and provide the opportunity to meet with our team of twenty four face to face. Read more about our events below or learn about the options for email literature.

Annual events

Cazenove Charities host two flagship annual events - the Charity Lecture, in the early summer and Charity Investment Forum later in the year.

Register below to receive invitations to both of these events.

Trustee Training

Cazenove Charities runs a programme of training events for trustees, both new and with experience in the charity sector. These are located primarily in London, but let us know if training in other regions would be of interest.

Register below to receive invitations to this training.


Cazenove Charities provides smaller workshop sessions on topics relevant to charities. Recently these have included sessions on "Intentional Investing", Spending, and Total Return.

Register below to receive invitations to these events.

Partner events

Cazenove Charities works with member organisations within the sector to share research and thought leadership more widely. For example, hosting launch events for publications by NCVO and ACF.

Register below to receive invitations to these events.

Charity Multi-Asset Fund lunches

The managers of the Charity Multi-Asset Fund. Kate Rogers and Tom Montagu-Pollock run a twice yearly update event for investors and those interested in investing.

Register below to receive invitations to these lunches.

Sign up to receive invitations

Event preferences (by email)
Annual events*
Trustee training*
Charity Multi-Asset Fund lunch*
Partner events*

Charity details

Personal details

Address details. Postal address used only for printed invitations unless otherwise specified.

Contact Cazenove Charities

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

Giles Neville

Giles Neville

Head of Charities
John Clifton

John Clifton

Business Development Manager