It’s important to regularly review the overall strategy for your organisation’s assets. Changes to trustees, your organisation’s circumstances or objectives, are all prompts for risk and strategy reviews. We review your organisation’s circumstances, objectives and any existing investments, assess the associated risks, and suggest any changes required to align your investment strategy with your goals […]
Tag Archives: Trustees
A Junior Programme: Charities webinar on “Trustees’ powers of investment” and “Professional charity fundraisers” presented by Natalie Pratt and Matthew Mills. Trustees’ powers of investment Natalie considers the recent decision in Butler-Sloss & Ors v The Charity Commission & HM Attorney General [2022] EWHC 974 (Ch) Professional charity fundraisers Matt discusses the law and guidance […]