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Who should attend?
These events are exclusively for charities, and are suitable for trustees, finance directors and senior management.
Spaces are limited and will be allocated on a first-come, first-served basis.
Belfast
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Wednesday 14 October 2026
Agenda:
12.00pm – Welcome
12.15pm – Roundtable and lunch
2.00pm – Finish
Address: TBC
Birmingham
What if fundraising isn't enough?
As charities navigate growing financial pressures and economic uncertainty, how can they build long-term resilience? Join Lorraine Lewis, CEO of The Lewis Foundation, and Andy Gray, Charity Investment Manager at Quilter Cheviot, for a practical discussion on sustainable income generation, managing reserves and strengthening financial resilience in a changing world. Attendees will leave with valuable insights and ideas to support their organisations.
Following the roundtable, guests are invited to explore the museum's fascinating exhibitions and collections, with time to continue conversations with fellow attendees in an informal setting.
Event details
Date: Wednesday 21 October 2026
Agenda:
12.00pm - Arrival, welcome and lunch
12.45pm - Roundtable discussion commences
2.30pm - Roundtable concludes
Address: Northampton Museum and Art Gallery, 5-6 Guildhall Road, Northampton, NN1 1DP
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Thursday 5 November 2026
Agenda: TBC
Address: Quilter Cheviot, One Centenary Way, Birmingham, B3 3AY
Bristol
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Edinburgh
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Thursday 12 November 2026
Agenda:
12.00pm – Welcome
12.15pm – Roundtable and lunch
2.00pm – Finish
Address: TBC
Glasgow
Leeds
Leicester
Trustee roundtable
Further details, including session themes and speakers, will be released shortly. Register your interest now to be notified first.
Event details
Date: Tuesday 10 November 2026
Agenda: TBC
Address: Quilter Cheviot, 1st Floor, 7 Dominus Way, Leicester, LE19 1RP
Liverpool
The trustee's agenda: Governance and investment in uncertain times
Join fellow charity trustees and senior leaders for an exclusive roundtable exploring the governance and investment challenges shaping the sector today.
Hear from Catherine Rustomji, Partner and Head of Charities at Shakespeare Martineau, on lessons from recent Charity Commission inquiries. Our Liverpool Charities team will then explore four pressing investment issues facing trustees, including geopolitical change, AI and digital transformation, defence investing and managing reserves.
Following the discussion, enjoy a private tour of the People's Republic exhibition and views of Liverpool's iconic waterfront.
Event details
Date: Tuesday 20 October 2026
Agenda:
12.00pm - Welcome
12.15pm - Discussion and lunch
2.00pm - Roundtable concludes
2.00pm - 3.00pm - Private tour of the People's Republic exhibition
Address: Museum of Liverpool, Riverside Boardroom, Pier Head, Mann Island, Liverpool L3 1DG
London
Investing with purpose: Ethical dilemmas, private equity and the impact economy
- How can your charity balance its ethical values with its financial objectives?
- Is private equity an opportunity worth exploring, or a source of unnecessary risk?
- Can investments genuinely deliver both strong financial returns and meaningful social impact?
Join Quilter Cheviot and a panel of leading industry experts as we explore the investment and governance challenges facing charity leaders today.
Hear from Jonathan Simmons, Chief Executive of New Philanthropy Capital (NPC), as he shares his perspective on the future of the impact economy and what it means for charities, investors and philanthropists seeking to create positive change while pursuing sustainable returns.
We are also delighted to welcome a special guest speaker, whose identity must remain under wraps for now, we look forward to sharing further details on the day.
Event details
Date: Wednesday 25 November 2026
Time:
2.00pm to 6.00pm, including networking, drinks and light refreshments
Address: Quilter Cheviot, 6th Floor, Senator House, 85 Queen Victoria Street, London, EC4V 4AB
Manchester
Newcastle
Ethics, investment and good governance
Charities are increasingly facing difficult questions around values, and how trustees balance mission, risk and long-term financial sustainability. For example, should charities accept every donation? And, how can you develop an ethical policy that aligns your investments with your charitable purpose?
We are delighted to invite you to an exclusive charity roundtable lunch hosted by the Quilter Cheviot Newcastle Charities Team, with guest speaker Catherine Rustomji, Partner and Head of Charities at Shakespeare Martineau.
During this interactive discussion, we will explore:
- The challenges currently facing charities and trustees
- Governance considerations when making ethical decisions
- Developing and implementing an ethical policy
- Practical approaches to accepting and declining donations
- Real-life scenarios and lessons learned
Event details
Date: Thursday 22 October 2026
Time: 12pm - 2pm, including lunch
Venue: Malmaison Hotel, 104 Quayside, Newcastle upon Tyne, NE1 3DX
Salisbury
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.