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RBC Brewin Dolphin’s charity team hosts a range of seminars, trustee training sessions, conferences and other networking opportunities across the UK.

Each of our events bring together our own charity investment specialists with solicitors, accountants and auditors working with the third sector. We often also have charity speakers sharing their challenges, experiences, and lessons learnt.

To remain up-to-date on our events, please email us at charities@brewin.co.uk and let us know that you would like to join our mailing list.

Agenda

An overview of guidance from the Charity Commission:

CC3: The Essential Trustee

CC14: Charity and investment matters: a guide for trustees

CC19: Charity reserves

CC26: Charities and risk management 

Investment considerations and the Investment Policy Statement: why do charities invest, setting the investment time horizon, sources of income, and the benefits of diversification.

What does risk mean to charities?

Developing your strategic financial priorities – and building your investment mandate around it

An introduction to the major asset classes: equities, bonds, alternatives and cash

Ethical investment.

What’s on the horizon for charities in 2025, and implications for investment decision-makers

Date: 4th February 2025

Venue:  RBC Brewin Dolphin – Third Floor, 2 Central Square, Cardiff CF10 1FS

Timings:

9:15am – Registration and refreshments
9:45am – Session 1
11:00am – Coffee break
11:15am – Session 2
12:30pm – Networking reception and lunch

Event Speakers

  • David Myrddin-Evans- Head of Charities, Wales, RBC Brewin Dolphin
  • Paul Mathias – Divisional Director –Investment Manager, RBC Brewin Dolphin
  • Michael Yhnell – Associate Investment Manager, RBC Brewin Dolphin
  • Clare Mills – Deputy CEO, Charity Finance Group

RSVP: email walesevents@brewin.co.uk

Agenda:

  • Investment governance – how charities can make the most of their reserves
    • Interpreting the Charity Commission guidance to be relevant for your charity.
    • How investment governance can go wrong.
    • How charities can use governance to do more with their reserves.
    • Practical steps you can take today to improve investment governance.
  • Risk registers – a useful tool
    • Finance and risk management for charities.
    • How charities can effectively use risk registers
  • Policy updates in the sector
    • The current issues, risks and opportunities in the policy space
    • What you need to know about the new SORP
    • An overview of the Charity Investment Governance Principles toolkit

Date of event: Tuesday 11th March 2025

Venue: 

Cullompton Community Centre – Hillersdon room

Pye Corner

Cullompton

EX15 1JX

Timings:

9:30am Registration
10am Presentations Begins
11:30am Q&A
11:45am Networking & Lunch

Event Speakers

  • Jon Crompton, Senior Investment Manager – Divisional Director, RBC Brewin Dolphin
  • Rowan Truscott, Associate Investment Manager, RBC Brewin Dolphin
  • Stephanie Henshaw, Partner and Head of Audit, Francis Clark
  • Clare Mills, Deputy CEO, CFG

RSVP: email rowan.truscott@brewin.co.uk

Join us for a dynamic networking event designed to bring together passionate individuals from across the third sector. Dive into discussions on today’s pressing issues, connect with likeminded peers and explore new ways to drive impact for the cause’s you champion. 

Date: 27th March 2025

Time: 5-8pm

Venue: RBC Brewin Dolphin office, 81 Colmore Row, Birmingham, B3 2AP

RSVP: email birminghamadmincharities@brewin.co.uk

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– Charity Commission updates CC14 guidance

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– Navigating the cost-of-living squeeze

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– Supporting social entrepreneurs

The value of investments and any income from them can fall and you may get back less than you invested.