Training and Support
If you or your colleagues want to gain a better understanding of the universe of investment options or review existing mandates, we offer a range of training and support sessions. We recognise that you have an array of choices available to you - from individual investment assets and products to the providers of investment management services – so it can be challenging to identify what would best suit your needs.
We run trustee training and other charity focused events annually, or can develop a bespoke training plan to cover subjects that would be most useful to you and your charity. We can come to you by mutual arrangement or, if demand is sufficient, we can arrange for a number of trustees to attend at a convenient location. We work in teams of two and we will provide all of the relevant materials to ensure you get the most out of your day.