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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

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

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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

November 2025

Navigating uncertainty: Investing under a Trump presidency

Since Donald Trump began his second US presidential term at the beginning of January, the market outlook has become increasingly uncertain. What impact could the introduction of trade tariffs, a shifting geopolitical landscape and the seeming abandonment of the fight on climate change have on the global economy

Join us for a roundtable discussion where Charites Director, Nicola Toyer, will discuss:

  • What a Trump presidency means for the global economy?
  • How investors should be positioning investment portfolios in an uncertain and volatile market?

During the session Nicola will explain how we are tackling these issues and more within charity investment portfolios.

Charities legal update
Graham Murray, Partner at Wright, Johnston & Mackenzie LLP, will provide an update on the latest legal developments impacting the charity sector.

Event details

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Date: Thursday 6 November 2025  

Agenda:
12.30pm – Registration
12.45pm – Discussion and lunch
2.30pm – Finish  

Location: Glasgow  

Venue: Barolo, 92-94 Mitchell Street, Glasgow G1 3NQ

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

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

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.