Charity Insight and Events

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.

Webinar on demand: COP26 – The Key Takeaways for Charities

Join Nicola Toyer, Head of Charities, and a panel of experts for this COP26 webinar as we explore the key takeaways from COP26 and the implications for charities and other not-for-profit organisations.

Past events

Webinar: Charities taking action in a net zero world
Webinar: Will your charity be caught out by inflation?
Webinar: Managing Investments in Unprecedented Times Webinar

Webinar: Charities taking action in a net zero world

Webinar: Charities taking action in a net zero world

How can you measure your carbon footprint within your existing operations? What steps can you take to reduce your carbon footprint and what can we learn from existing charities? How can you align your investment portfolio to a net zero carbon word?

Investec’s Nicola Toyer, Head of Charities and Tanya dos Santos, Global Head of Sustainability are joined by Franz Rentel of the Climate Neutral Group to address these questions.

Webinar: Will your charity be caught out by inflation?

Webinar: Will your charity be caught out by inflation?

Here you go James: With US inflation in May rising to 5% year-on-year for the first time since August 2008, Investec's Chief Economist Philip Shaw and our Head of Fixed Interest Darren Ruane, explored whether this blip could become more permanent. The discussion was hosted by John Hildebrand, Senior Investment Director on our Charities Team.

Webinar: Managing Investments in Unprecedented Times Webinar

Webinar: Managing investments in unprecendented times

As charities continue to struggle with the widespread financial implications of the Covid-19 crisis, Senior Investment Director Michael Turner addresses the current challenges of navigating Charities and their investment portfolios through the pandemic. In this webinar, Michael is joined by James Brooke Turner from the Nuffield Foundation and Tristan Blythe, editor at Charity Finance Magazine.

Find out more

Nicola Toyer

Head of Charities

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

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Useful documents for Charities

Jargon Buster - definitions of our investment terms explained PDF 796.46 KB
Charities Investment Policy Guidelines - Providing trustees with helpful guidance when producing a written investment policy document PDF 737.63 KB
Responsible Investing and Sustainability at Investec Wealth & Investment PDF 1.78 MB

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The Charity Team

For our clients' 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.
Risks

Past performance is not an indicator of future performance. The value of investments and the income derived from them may go down as well as up and you may not necessarily get back the amount you invested