Tilney, Smith & Williamson (soon to be Evelyn Partners)

Day

Thursday 16 June

Time slot

15:30-16:30

This event took place almost 3 years ago

Room

Boisdale 1
Wheelchair accessible

Contact

Keith Burdon
07976 242 314

Topics

Economy Funding & fundraising Governance

Who was the event aimed at?

Trustees

Who spoke at this event?

Keith Burdon & Mark Graham

Event summary and materials

What was covered in your sessions?

We covered an introduction to charity investing and why charities should be considering investing any surpus reserves they have, to protect them from the impact on inflation. Not investing cash is a conscious investment decision and should be discussed by trustees.

Was there any useful feedback or reflection from the participants?

We had great interaction with attendees and there seemed to be a consensus agreement that despite the current market volatility, investing surplus reserves, for the long term, did make sense

How people can find out more or get involved in your work?

Please contact me if you are interested in pursuing investing further keith.burdon@evelyn.com