Charity trustees are facing one of the toughest challenges in recent years, maintaining real returns in an environment of persistent inflation and economic turbulence.
Join us for a roundtable where our specialists will share educational insights and key considerations on managing charities assets in the current landscape, with a focus on aligning strategies and objectives.
Date: Wednesday 25 February 2026
Agenda:
12.00pm – Welcome
12.15pm – Discussion and lunch
2.00pm – Finish
Location: Leeds
Address: Quilter Cheviot, 2nd Floor, Toronto Square, City Square, Leeds, LS1 2HJ
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.
Join us for a roundtable hosted by Quilter Cheviot and Finegan Gibson, where we will explore two key themes currently shaping the charity sector: the investment implications of Donald Trump’s second presidency and the changes to the Charities SORP.
Since Donald Trump began his second US presidential term on 20 January 2025, market conditions have become increasingly uncertain. With rising trade tariffs, a shifting geopolitical landscape, and the seeming abandonment of the fight on climate change, we will examine what these developments could mean for the world economy and for charity investors.
SORP update:
Finegan Gibson’s Audit Manager, Courtney Mills, will outline the key changes in the revised Charities Statement of Recommended Practice (SORP). This session will provide trustees with a clear overview of the implications and practical considerations arising from the updated standards.
Date: Wednesday 4 March 2026
Agenda:
12.30pm – Registration
12.45pm – Discussion and lunch
2.30pm – Finish
Location: Belfast
Address: Quilter Cheviot, 9th Floor, Montgomery House, 29-33 Montgomery Street, Belfast, BT1 4NX
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.
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.
