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 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.


If you're a client and interested in this training, please speak with your Investec Wealth & Investment (UK) contact. 



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.

Trustee Academy

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.

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.