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Charity Chats: Ethical investments – is this a “momentous” new judgment?

Date: 07 July 2023

1 minute read

Charity Chats: Ethical investments – is this a “momentous” new judgment?

Watch our 12-minute chat with guests Catherine Rustomji of Shakespeare Martineau, James Saunders of Moore Kingston Smith and Charles Mesquita of Quilter Cheviot.

For further information visit Moore Kingston Smith – accountants and advisers and Shakespeare Martineau.

To read related article, Bonfire of the Vanities, please click here.

Highlights:

In our latest Charity Chats, Charles Mesquita of Quilter Cheviot, Catherine Rustomji of Shakespeare Martineau and James Saunders of Moore Kingston Smith consider the recent judgement where two aligned charities sought legal clarification around trustees ability to exclude investments if they consider them in conflict with their purpose. And whether the Bishop of Oxford case has stood the test of time?

If you have any feedback or questions for any of the speakers, please email Claire Whiteman-Haywood in the Charities team.

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Speakers

Catherine Rustomji

Partner at Shakespeare Martineau

Charles Mesquita

Charities Director

James Saunders

Partner at Moore Kingston Smith

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