Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
More than just investments
Our services for charities are intensely focused on providing support for trustees involved in making investment decisions. We provide a range of dedicated resources, valuable market insights, thought-provoking content, quarterly webinars and educational tools to help. Jump to your preferred section using the following links.
For further inspiration and insight, we regularly invite guest speakers, including those at the forefront of their chosen specialties, to speak at learning sessions and seminars.
Our charity expert webinar series
Impact reporting in the charity sector
Good impact reporting helps beneficiaries, volunteers, donors, funders and other supporters understand and engage with your organisation.
But what does good impact reporting look like? Watch this webinar held on Wednesday 5 July 2023 with leading experts on impact and impact reporting to find out.
Racial diversity in the charity sector
Catch up on our latest webinar as we explore racial diversity in the charity sector – the issues and the solutions. Sufina Ahmad MBE, Director of the John Ellerman Foundation and Dr Sanjiv Lingayah a PhD-qualified Racial Justice Researcher share their insights and experiences.
Butler-Sloss vs Charity Commission Q&A
Catch up on our most recent webinar in the Charity Expert Series. Sarah Butler-Sloss, Chair of Trustees at Ashden Trust and Luke Fletcher, Partner at Bates Wells join us as we explore the long-term implications of the Butler-Sloss vs Charity Commission Case and how it might impact your future investment decisions.
Our Charities Conference 2022
This on-demand webinar explores what responsible investment looks like in an age of uncertainty. You’ll hear from our Charities Investment Team and Investment and Research Office. We are also be joined by a brilliant line up of guest speakers, including Alison Taylor, CEO of CAF Bank and CAF Charity Services, Jonathan Jenkins, CEO of London’s Air Ambulance; Anna Shiel, Chief Investment Officer of Big Society Capital; and Danyal Sattar, Chief Executive of Big Issue Invest.
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?
Nicola Toyer, Head of Charities at Investec Wealth & Investment (UK) and Tanya dos Santos, Global Head of Sustainability at Investec, are joined by Franz Rentel of the Climate Neutral Group to address these questions.
Will your charity be caught out by inflation?
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.
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.
Trustee training
Our clients have the opportunity to enrol for a high quality trustee training programme, delivered in partnership with the National Council for Voluntary organisations. This helps trustees to be effective governors with a thorough understanding of the financial, corporate, and management aspects of their role.
Through this partnership, we have access to a team of trusted, experienced, and proven charity consultants who deliver tailored training, consulting, and support.
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Services for charities
Find out how we can help you help others with a range of investment management and banking solutions.
Start a conversation
Tell us about your charity’s challenges and needs and we’ll talk to you about your options.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.