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    Training & workshops

    20JUN 2023
    10:00 am

    Charity Trustee Investment Training - Part One

Charity investment
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Charity investment

Achieving your charity’s investment objectives takes time and thought.

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We understand that meeting charitable objectives can be challenging.  As the largest charity investment manager in the UK, we are the trusted partner of over 1,500 charities and are confident that we can help your charity, whatever your size, purpose and investment objectives.

 

What we offer

CHARITY AUTHORISED INVESTMENT FUNDS

Our multi-asset funds provide a simple solution for charities with £10,000 or more – with our Responsible Multi-Asset Fund going beyond mere exclusions and putting sustainability at its heart.

CHARITY PORTFOLIO MANAGEMENT SERVICE

For charities with £1m or more we can provide bespoke portfolios – designed to cater for your exact requirements – be that income, sustainability or anything else.

CASH MANAGEMENT

We understand that our charity clients have differing and complex needs, and that many hold large sums in cash from time to time. Our cash administration team helps them to get the best possible rate combined with security.

ONLINE TRUSTEE TRAINING

Having trained 8,000 charity trustees and executives in person over the past decade, we have now taken our comprehensive training programme online, including content from friends and partners at Mayfair Capital and haysmacintyre. The course is modular so has content that will be relevant for those who are new to the charity investment world as well as seasoned trustees.

UPCOMING EVENTS

Each year we run a number of different events including our charity trustee training giving you the opportunity to learn from investment, financial and legal professionals as well as introducing you to peers in other organisations. We also hold regular lunches and webinars focussing on our specialist charity funds and end the year with our flagship annual charity investment forum.

PUBLICATIONS

Cazenove Charities is focused on supporting those people involved in making investment decisions within charities and endowments. Through talking to trustees and understanding their needs, we identify the issues facing decision-makers today and seek to publish useful, relevant and thought-provoking material.

Latest insights

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Contact a member of the team

To discuss your wealth management requirements, or to find out more about our services, please contact us. 

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James Brennan

Email James
+44 (0)20 7658 1183

  • Cazenove Charities
  • Meet the team
    • Portfolio Directors
    • Portfolio Managers
    • Portfolio Administration
    • Business Development
  • Our services
    • Charity portfolio management service
    • Cash management
    • Sustainability
  • Our funds
  • Insights
    • Market News
    • Charity Investment
    • Supertrends & disruptors
    • Russia and Ukraine
    • In the sector press
    • Infographics
    • Responsible investing
    • Policy updates
    • Subscribe to updates
  • Publications
    • For Good and Not For Keeps
    • Intentional Investing
    • Investment policy guide
    • NCVO Good Trustee Guide
    • Charity Investment Annual 2020
    • Value for money
    • Making Investment Committees work
    • Time and Money
    • Is your charity prepared for the next market crisis?
  • Events
    • Charity Authorised Investment Fund events
    • Training & workshops
    • Annual Investment Forum
    • Webinars
    • Online Trustee Training
    • One World: Charity Investment Forum recordings
    • Sustainability Forum
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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.

By continuing you are confirming you have read and understood the legal information below and consent to the use of cookies on this site.

This website is for persons "eligible charities" in the UK or others to whom it may lawfully be communicated under the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 and the rules of the FCA, including entities or persons who are authorised by the FCA, or qualify as Professional Clients or Eligible Counterparties under the FCA's rules only.

Eligible charities
"Eligible charities" for these purposes are existing Cazenove Charities clients or charitable organisations who are registered with the Charities Commission, or exempt charities, or other persons eligible to participate in collective investment schemes constituted under the Church Funds Investment Measure 1958 or section 24 of the Charities Act 1993, or equivalent organisations in Scotland or Northern Ireland. Certain investments or services to which this material relates may only be available to such persons. This material must not be relied upon or acted upon by any other persons in the United Kingdom.

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Cazenove Capital uses cookies to personalise and improve your site experience. You can accept all cookies by selecting 'I agree' and continuing to browse the site or you can "Manage cookies" to apply only the categories of your choosing. Find out more details on how we use your information in our Cookie Policy.