Charity events and training
Providing continued support
To help your trustees and senior officers be effective governors, our charity services include a free training and events programme, the Agenda.
Overcome governance challenges
Running a charity comes with a range of governance responsibilities and regulation. If you, colleagues and trustees find yourselves asking the question “how do I know what I don’t know?”, our programme can help.
Your questions answered
Our programme is here to tackle your key questions and concerns. To bring maximum value to your organisation, we also partner with charity specialists from other disciplines, including the Charity Finance Group.
Timely, useful insights
Whether you or your trustees have plenty of experience or are new to the voluntary sector, we can add value. We offer regular, insightful reviews of topical discussions, new legislation and guidance.
Find out more
To speak to a specialist about how we can build and manage your charity’s investments, please call us or complete our contact form.
Read the latest thinking from our Charities Team
14 September 2020 | charities
Living in society, not off it
One of Investec’s most cherished values is that we strive to live in society, not off it. It is a deeply held belief and one that we encourage all our staff to live by.
Useful documents for Charities
Jargon Buster - definitions of our investment terms explained
Charities Investment Policy Guidelines - Providing trustees with helpful guidance when producing a written investment policy document
Responsible Investing and Sustainability at Investec Wealth & Investment
The Charity Team
For our client's benefit, we have recruited and retained high calibre fund managers for our specialist Charity Team.
Performance and fees
By continuously benchmarking ourselves, and the performance of your assets, we make sure we’re giving you the best possible service.