Skip to main content
Search

Charity roundtables and seminars

Discover our event series, held across our London and regional offices. These sessions are designed to provide charity trustees, finance directors and senior management with valuable insights into the challenges and key opportunities facing the charity sector. Join us to engage with sector specialists, share experiences, and gain practical knowledge to navigate the complexities of the charity landscape.

October 2025

Charity Seminar

Join Quilter Cheviot and Mishcon de Reya for a charity seminar, featuring guest speaker Professor Peter Frumkin. This is a valuable opportunity for charity trustees to gain insights from sector specialists, who will provide updates on the latest investment, governance, and philanthropic developments that are shaping the future of the charity landscape.

Updates include:
Charity sector insights and governance tips
Reflecting on her time as the charity regulator’s most senior lawyer, Aarti will share her insights into the evolution of the regulator and future direction of the charity sector, covering key sector and regulatory trends, recent high profile regulatory cases and practical governance tips for charities.
Delivered by: Aarti Thakor, Charities Partner – Mishcon de Reya LLP.

Panel discussion: The evolution of Responsible Investment under a Trump Presidency
As we navigate the complexities of an evolving landscape amidst the political climate shaped by US President Trump’s anti-ESG and DEI stance and the differing regulatory environments between the US, Europe, and the UK, it is more crucial than ever to understand the implications this has for Responsible Investment. This coupled with the ongoing conflicts in Ukraine and the Middle East and rising geopolitical tensions, have led to a shift in the current and future state of how companies approach ESG considerations and sustainability. The panel will explore how the landscape has shifted and what the implications are for charity investment portfolios.
Delivered by: Gemma Woodward, Head of Responsible Investment, Howard Jenner, Executive Director, and Chris Beckett, Research Analyst – Quilter Cheviot

Guest speaker
Professor Peter Frumkin, Academic Director of the Gradel Institute of Charity at New College, University of Oxford, will address the question – Are there lessons to be learnt from the US charity sector?

Event details

roundtable-discussion-200v4.png

Date: Wednesday 1 October 2025

Time:
10:00 - Registration and refreshments
10:20 - Welcome and seminar
12:45 - Lunch and networking
13:45 - Event closes

Location: London  

Address: Senator House, 85 Queen Victoria Street, London, EC4V 4AB  

Who should attend?
The content will be suitable for trustees, governors, senior management team members and finance directors working in the nonprofit sector.

Spaces are limited and will be allocated on a first-come, first-served basis, so please book early to avoid disappointment.

Register to secure your place

Rethinking charity investments in a shifting world

Global uncertainty is reshaping investment strategies in the charity sector, from the evolution of the economic landscape under a Trump presidency to the evolving role of defence stocks in charity portfolios. Join us for a roundtable discussion where we will explore how trustees can respond to today's complex economic landscape in a shifting world.

During the session, the speakers will discuss the following topics:

  • What does a Trump presidency mean for global markets: How should charity investors be positioning investment portfolios in an uncertain and volatile market?
  • The role of cash: Cash has understandably become far more attractive as interest rates jumped up sharply (0.1% in 2021 peaking at 5.25% in 2023 to 4% as at August 2025), but are you getting the best return?  And if not, should you be considering other options?
  • Re-evaluating defence stocks: For a long time, aerospace and defence companies have been persona non grata as an investment within the charity sector. However, with the war in Ukraine and the shifting geopolitical landscape, should trustees and finance directors be challenging the status quo?

This event is being held in Birmingham and Leicester.

Birmingham event details

roundtable-discussion-200v4.png

Date: Tuesday 7 October 2025  

Time:
12:00 - Registration & lunch
12:30 - Roundtable discussion
14:00 - Event concludes

Location: Birmingham

Address: Quilter Cheviot, Floor 6,
One Centenary Way, Birmingham, B3 3AY

Speakers
Charities Director Nicola Toyer and Investment Manager Tom Haydon

Who should attend?
The content will be suitable for trustees, governors, senior management team members and finance directors working in the non-profit sector.

Spaces are limited and will be allocated on a first-come, first-served basis, so please book early to avoid disappointment.

Register for the Birmingham event

Leicester event details

roundtable-discussion-200v4.png

Date: Wednesday 8 October 2025  

Time:
12:00 - Registration
12:15 - Roundtable discussion & lunch
14:00 - Event concludes

Location: Leicester

Address: Quilter Cheviot, 1st Floor,
7 Dominus Way, Leicester, LE19 1RP

Speakers
Charities Director Nicola Toyer and Investment Manager Andrew Gray  

Who should attend?
The content will be suitable for trustees, governors, senior management team members and finance directors working in the non-profit sector.

Spaces are limited and will be allocated on a first-come, first-served basis, so please book early to avoid disappointment.

Register for the Leicester event

Meet the Manager of the Quilter Cheviot Global Income & Growth Fund for Charities

Join us for an extra special ‘Meet the Manager’ event as we celebrate the fifth anniversary of the Quilter Cheviot Global Income & Growth Fund for Charities. During the roundtable, you will have the opportunity to quiz Howard Jenner, the Fund Manager, on all areas of investment, from how the Fund is invested to the outlook for markets.

This event also offers a fantastic opportunity to connect with other charities, (investors and non-investors in the Fund) as well as raise any other topical issues facing the charity sector (investment related or not).

Event details

roundtable-discussion-200v4.png

Date: Wednesday 22 October 2025

Time: 12pm – 2pm

Location: London

Address: Senator House, 85 Queen Victoria Street, London, EC4C 4AB

Who should attend? 
This event is exclusively for charities, and is suitable for trustees, finance directors and senior management.

Speakers: Howard Jenner, Fund Manager, Quilter Cheviot

Register now

Capital at risk. Investments and the income from them can go down as well as up, you may not get back what you invest. This is a marketing communication.

The value of your investments and the income from them can fall and you may not recover what you invested.