How we help charity trustees

Our services for charities are focused on providing support for the trustees operating on behalf of their charities.

Two women wearing medals and space blankets after a charity sporting event
Two women wearing medals and space blankets after a charity sporting event

In person training

We work with NCVO to provide in-person training for our charity clients. The training is delivered by an expert consultant and focusses on finance and investments. We hold the training courses throughout the year at our Investec Offices.

Online training

For our clients, we can also offer an online training course that will equip you with the basics of being a trustee. It offers an overview and understanding of the roles and main duties of trustees and can fit around your schedule and priorities.

Enrol today

Not an Investec client? Find out more about how you can enrol on the online course delivered by our partner’s NCVO. Delivering value, working with expert partners.

NCVO logo with strapline championing voluntary action

About the NCVO

The National Council for Voluntary Organisations lead and champion the remarkable role of charities and volunteers, working in partnership to make a bigger difference in society for every community. They lead best practices for the sector and its stakeholders and play a key role in shaping and providing a wide range of tools and resources through their highly respected training and consultancy services team.

Responsible investing

We take the time to capture your ESG requirements and impact aspirations and tailor your portfolio to your exact needs.

Resources for charities 

We provide access to a range of dedicated resources, valuable market insights, thought-provoking content, and educational tools.

Meet the team

With a diverse team of charity specialists located in 14 offices across the UK, where always close by, wherever you are.

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