Gail Cunningham, Consultant, Charity Investment Governance Principles
Tom Holbrook, Portfolio Director, Cazenove
Lynne Lamont, Senior Director, Head of Charities, RBC Brewin Dolphin
Charles Mesquita, Charities Director, Quilter Cheviot
Nicola Toyer, Charities Director, Quilter Cheviot
Christophe Borysiewicz, Senior Investment Director, Rathbones Greenbank
Rachel Titchen, Charities and Investment Director, Broadstone
Shakirah Ali, Investment Analyst, Broadstone
Max McMurdo, Investment Analyst, Broadstone
09:00 – 09:30 Registration and refreshments
09:35 – 10:20 Session 1A: Charity Investment Policy Framework
Over the past decade, the investment landscape has evolved significantly. The range of available investments has expanded: sustainable and values-aligned investing has advanced rapidly, and governance expectations have strengthened. Alongside this, the Charity Commission for England and Wales updated its CC14 guidance in 2023, and the Charity Investment Governance Principles were published in early 2025. In response to these developments, Cazenove Charities has published a peer-reviewed, best-practice, Charity Investment Policy Framework. For this session, we will illustrate the support available to ensure trustees and executives are equipped to invest with confidence and purpose.
Tom Holbrook, Portfolio Director, Cazenove
09:35 – 10:20 Session 1B: From Policy to Portfolio: Getting Started with Charity Investments
Perfect for those new to investing, this session offers a practical roadmap for launching your charity’s investment journey. Discover how to prepare and implement an effective investment policy, select the right investment consultant, and build a well-structured portfolio. We’ll explore key decisions such as choosing between pooled and discretionary investments, balancing liquidity and returns, and establishing processes to monitor performance and guide your investment managers.
Lynne Lamont, Senior Director, Head of Charities, RBC Brewin Dolphin
10:20 – 10:45 Break and exhibition
10:45 – 11:30 Session 2: Climate and ESG: Investment Strategies Through Sustainable Practice
This session explores how charities can evolve their investment strategies to embed sustainability while balancing costs, governance, and performance. Our speakers will review different approaches to building sustainable portfolios and share practical insights on implementing and monitoring effective stewardship and impact.
Christophe Borysiewicz, Senior Investment Director, Rathbones Greenbank
11:30 – 11:50 Break and exhibition
11:50 – 12:35 Session 3 – Balancing Mission, Ethics, and Returns
Discover strategies to optimise your charity’s financial impact. This session explores smart investment practices tailored for nonprofit organisations, balancing risk and reward while aligning with your mission. Gain insights into ethical investing, resource allocation, and long-term planning to ensure your funds achieve maximum return for lasting community benefits.
Charles Mesquita, Charities Director, Quilter Cheviot
Nicola Toyer, Charities Director, Quilter Cheviot
13:45 – 14:30 Session 4: Interactive Investment Beliefs Session
Broadstone are dedicated to upskilling trustees and finance committees on investment matters. This interactive Investment Beliefs sessions explore key themes such as risk appetite, income requirements, ESG and ethical priorities, and management styles. These workshops help participants understand how beliefs influence strategy while identifying potential training needs. The proposed session follows this Investment Beliefs format, combining training and discussion across all aspects of investment strategy and decision-making.
Rachel Titchen, Charities and Investment Director, Broadstone
Shakirah Ali, Investment Analyst, Broadstone
Max McMurdo, Investment Analyst, Broadstone
14:30 – 14:50 Break and exhibition
14:50 – 15:35 Session 5: Skills Gap and Investment Experience in the UK Charity Sector
This session explores the investment skills gap across UK charities, its impact on governance and financial resilience, and the challenges of limited in-house expertise. Speakers will outline practical ways to strengthen capability, from targeted training to effective use of external advisers and support frameworks.
15:40 – 16:00 Charity Investment Governance Principles (CIGP) Update
Gail Cunningham, Consultant, Charity Investment Governance Principles
16:00 – 17:00 Drinks Reception