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Events

Training & workshops

13FEB 2020
2:00 pm

Trustee Training - Bristol

Cazenove Charities has partnered with chartered accountants Bishop Fleming and charity lawyers, VWV to provide an afternoon of training for charity trustees in and around Bristol. This session will provide a legal, financial and investment update and is designed to give trustees an opportunity to compare notes and discuss any concerns.

There is no charge for attending.

    

Agenda

  • VWV presentation
  • Cazenove Capital presentation: 'Preparing for a market crisis' 
  • Bishop Fleming presentation: “Understanding your finances and measuring impact”
  • Guest speaker

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Contact Cazenove Charities

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

Kate Rogers

Kate Rogers

Co-head of Charities kate.rogers@cazenovecapital.com
Alex Baily

Alex Baily

Co-head of Charities alex.baily@cazenovecapital.com
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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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