March 2025
AI in action: Transforming charities and investments
Whether a business, the public sector, or a charity, generative AI is set to revolutionise the way we work. But can investing in AI businesses teach us about how charities should embrace this technology? Join us for a roundtable discussion, where we will discuss key questions your board should consider:
- Is there an early adopter advantage?
- How do we encourage staff to embrace this technology?
- What safeguards are needed, and are there any ethical implications?
- What happens to those organisations that are left behind?
During the session, Ben Barringer Equity Research Analyst at Quilter Cheviot, and Charles Mesquita, Charities Director will explain how they persuaded the Quilter Cheviot board to embrace AI’s potential and how to get staff to adopt it.
Event details
Date: Wednesday 5 March 2025
Time: 12pm – 2pm
Location: London
Address: Quilter Cheviot, 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: Charles Mesquita, Charities Director at Quilter Cheviot and Ben Barringer, Equity Research Analyst at Quilter Cheviot
Charity Finance - The Essential Guide
Leading the discussion will be Dr. Rosemary Peters Gallagher, Partner at Moore (NI), and Charles Mesquita, Charities Director at Quilter Cheviot. They will cover:
- Regulatory landscape and good governance
- Oversight and internal controls
- Differences between management and statutory accounts
- How to get the best out of your audit
- Reserves, cash management and investment
You will hear from our experts in the field, learn from other charities’ experiences, and have the opportunity to ask questions and share your views in an interactive format. We will use several case studies to bring the subject to life. Additionally, there will also be opportunities to network with peers before and after the main session.
Event details
Date: Wednesday 12 March 2025
Time: 9am – 11am
Location: Belfast
Address: Quilter Cheviot, 9th Floor,
Montgomery House, Montgomery Street, Belfast, BT1 4NX
Who should attend?
This event is exclusively for charities, and is suitable for trustees, finance directors and senior management.
Speakers: Charles Mesquita, Charities Director at Quilter Cheviot and Dr Rosemary Peters Gallagher (OBE), Partner at Moore NI
Navigating Charity Governance and the Regulatory Landscape
Good governance is fundamental to a strong charity sector. While governance ensures that charities do the right things, effective management ensures those things are done right.
Join Quilter Cheviot’s Vanessa Eve and Shakespeare Martineau’s Catherine Rustomji as they explore the essentials of crafting a well-governed charity. During the discussion, they will cover:
- The regulatory landscape
- Challenges facing the sector
- The Governance Code
- Duties and responsibilities of trustees
- The role of the Chair and the art of delegation
Additionally, they will also discuss the importance of a robust investment policy, including:
- What investment policies are
- Why organisations need them
- How to establish and update your investment policy
Event details
Date: Thursday 20 March 2025
Time: 12pm – 2pm
Location: Leeds
Address: Quilter Cheviot
2nd Floor, Toronto Square, City Square Leeds, LS1 2HJ
Who should attend?
This event is exclusively for charities, and is suitable for trustees, finance directors and senior management.
Speakers: Vanessa Eve, Investment Manager at Quilter Cheviot and Catherine Rustomji, Partner and Head of Charities at Shakespeare Martineau LLP
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
Date: Wednesday 22 October 2025
Time: 12pm – 2pm
Location: London
Address: Senator House, 85 Queen Victoria Street, London, EC4C 4AB, United Kingdom
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
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