Training & workshops

27FEB 2019
2:00 pm

Narrow Quay House, BristolBS1 4QA

Trustee Training - Bristol

This event has ended


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.



2.00  Registration
2.20 - Introduction, including a round-up of new changes in charity law and legislation
        - Protecting your charity: How to provide effective financial oversight
        - Cazenove Capital slot: Investing responsibly today
        - Panel / Q&A

3.30  Coffee Break
3.50 - What every charity now needs to know about safeguarding
        - Simon Caraffi from St Peter's Hospice
        -  Panel / Q&A

5.00  Networking Drinks
5.30  Close


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Date and Venue

27FEB 2019


Narrow Quay House, Bristol , BS1 4QA


Jeremy Barker

Cazenove Charities
Portfolio Director

Jeremy joined Cazenove Capital in 2005, as a member of the institutional and charity client service team. He is currently responsible for managing portfolios for charities, corporate bodies and pension schemes on both a segregated and pooled funds basis. He was previously at Collins Stewart/Natwest Stockbrokers managing advisory and discretionary portfolios in the private client division and is a Fellow of the Chartered Institute for Securities and Investment. He graduated from Birmingham University with an MA degree in International Relations. He is also a member of the ethical investment and fixed income committees and a primary school governor.

Emilie Shaw

Cazenove Charities
Portfolio Director and Sustainable Investment Specialist

Emilie joined Schroders in 2011 and currently works as an Associate Portfolio Manager within the Charities team. Emilie is responsible for managing both segregated and pooled portfolios under discretionary, advisory and execution only mandates. Alongside managing client portfolios, Emilie sits on the Ethical Investment Committee. Emilie holds the CISI Chartered Wealth Manager Diploma and the CISI IAD Securities and IMC qualifications. She studied business and management at University of Chichester.

David Butler

Bishop Fleming

David is a very experienced audit and assurance partner who specialises in both owner managed businesses and not for profits.

He has a track record of providing relevant and pragmatic advice to his clients not only on compliance matters but also in strategic planning and decision making.

David heads up Bishop Fleming‘s charity and not for profit team, setting its strategic direction and working closely with clients to ensure that the service provided is relevant to their needs.  David has worked with charities for nearly 15 years and across a wide range of sectors, including independent schools.  He is a regular speaker at charity events and writes articles on sector issues.

David Audits and advises charities on their risk management, governance and control environment.  Providing assurance through insightful analysis of financial metrics.

David is also one of the firms Academy School partners, and is the author of the Kreston Academy Benchmarking report.

Con Alexander


Con has advised charities of all kinds for more than 15 years and specialises in helping clients with the governance and the strategic challenges that they face. His aim is always to provide clients with the right advice at the right time, while always acknowledging that our quality of service depends not only on our understanding of the law and regulation, but also on our commerciality and ability to think creatively and pragmatically.

Con acts for clients across the charity sector, from small social enterprises to universities and charities operating nationally and internationally.

He trained and practised as a tax lawyer with Linklaters before deciding that he wanted to advise charities; but his early experience in advising on tax taught him to analyse issues for clients in a way which helps to give them the information they need in order to assess risk and make other decisions.

Con is particularly interested in the way in which organisations change over time, the importance of the relationship between trustees and senior management and collaboration between organisations.

Con was previously a partner with charity law firm, Bates Wells and Braithwaite. He is a member of the Charity Law Association and has sat on a number of CLA working parties. Con is also the author of "Charity Governance" (published by Jordans) and leads on our contribution to Jordans' Charity Administration Service. Most recently, Con has lead on our work supporting the Law Commission's review of charity law.

Tabitha Cave


Simon Caraffi MBE

St Peter’s Hospice
Chief Executive

Simon spent 37 years as an Army officer, serving worldwide primarily in training and operations roles and reaching the rank of Brigadier before leaving the Service in 2012. Deciding that he wanted to do something different as a second career he was drawn to the charity/NFP sector and was appointed CEO of St Peter’s Hospice in 2012. He is also a Director of the Hospice Quality Partnership.


Contact Cazenove Charities

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

James Brennan

James Brennan

Portfolio Director