Charity investment training, Glasgow

We would be delighted for you to join our next charity investment training seminar. This year our training will feature the topics of ethical investing and how to make the law your friend in 2017.

Rathbone Investment Management, Glasgow, G2 1BT
13 Sep 2017 - 10:30 to 13:30

To confirm your place, please register below or contact Alanah Fleming on 0141 397 9922 or email alanah.fleming@rathbones.com 

Programme

10.30am   Registration and coffee

11.00am   Welcome and Rathbones update
                        
Angus Kerr, Regional Director – Glasgow, Rathbones

11.15am   Ethical, sustainable and impact investing: what you need to know
                      Victoria Hoskins, Investment Director, Rathbone Greenbank Investments

11.45am   Charities: how to make the law your friend in 2017
                      Alan Eccles, Partner, Brodies LLP

12.15pm   Lunch and networking

1.30pm     Close

 

Speakers

Angus Kerr
Regional Director - Glasgow, Rathbones

Angus is Regional Director for the Glasgow office. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment. He joined Greig Middleton in 1996 as a graduate trainee fund manager.

In 1998 Angus joined Murray Johnstone Private Investors and following the takeover of Murray Johnstone by Aberdeen Asset Managers he remained with AAM plc as a Fund Manager in the private client division.

In 2006 Aberdeen Private Investors was acquired by Brewin Dolphin and Angus joined the firm as Divisional Director. Angus successfully attained his MBA from Strathclyde University and in 2015 he joined Rathbones to head the Glasgow office and is responsible for the investment management of private clients, trusts, charities and SIPP accounts.

Victoria Hoskins
Investment Director, Rathbone Greenbank Investments

Victoria is an Investment Director with over 15 years’ experience in providing and managing investment solutions for charity and pension fund trustees, as well as for individuals. Victoria is a Chartered Fellow of the CISI and an experienced trustee, principally for the Lankelly Chase Foundation, an early adopter of the United Nations Principles for Responsible Investment, latterly chairing the Investment Committee.

Victoria joined Rathbones in 2015 from Barclays where she was senior director for the London Charity Team advising boards on the implementation of their investment policies, including ethical and social investment considerations. From 2007 to 2010, Victoria was Regional Investment Director for London and the South East responsible for the Gerrard Investment Management business, equating to £2 billion of private client, charity, pension and court of protection portfolios.

Alan Eccles
Partner, Brodies LLP

Alan is a partner in the private client department, based in Glasgow. His work covers three main areas: charities, private client and parliamentary matters.

Much of Alan's practice involves advising on charity law. Alan assists charities, individuals and corporates on charity law, social enterprise (including charities engaged in trading and projects such as renewables), CSR, governance training and philanthropy. Legal directories have noted that Alan "continues to receive acclaim for his superb charity law advice" and that he has a "deep knowledge of the field". Alan has experience of the "real workings" of charity boards and organisation with the Scottish Youth Parliament, Glasgow arts charity, Cryptic and the Scottish Universities Law Institute.

Alan's private client work covers estate planning including wills, executries, trusts and inheritance tax. He is the author of the Scotland chapter in the textbook International Succession. Of Alan's private client work, the Legal 500 notes that he "conveys complicated legal concepts with clarity and humour".

He was previously a member of the legal staff at the Scottish Law Commission and currently lectures at the University of Strathclyde in property, trusts and charities. Alan has also tutored private client law at the University of Glasgow. Alan was a member of the Council of the Law Society of Scotland from 2007 to 2009 and the Society's Education and Training Committee from 2007 to 2012. He is currently a member of the Society's Charity Law and Mental Health and Disability Law Committees.

*Photograph credit - London and its suburbs from the International Space Station: ISS/Nasa

This is where you will find us

Add to Calendar 13/09/2017 10:30 13/09/2017 13:30 Europe/London Charity investment training, Glasgow

To confirm your place, please register below or contact Alanah Fleming on 0141 397 9922 or email alanah.fleming@rathbones.com 

Programme

10.30am   Registration and coffee

11.00am   Welcome and Rathbones update
                        
Angus Kerr, Regional Director – Glasgow, Rathbones

11.15am   Ethical, sustainable and impact investing: what you need to know
                      Victoria Hoskins, Investment Director, Rathbone Greenbank Investments

11.45am   Charities: how to make the law your friend in 2017
                      Alan Eccles, Partner, Brodies LLP

12.15pm   Lunch and networking

1.30pm     Close

 

Speakers

Angus Kerr
Regional Director - Glasgow, Rathbones

Angus is Regional Director for the Glasgow office. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment. He joined Greig Middleton in 1996 as a graduate trainee fund manager.

In 1998 Angus joined Murray Johnstone Private Investors and following the takeover of Murray Johnstone by Aberdeen Asset Managers he remained with AAM plc as a Fund Manager in the private client division.

In 2006 Aberdeen Private Investors was acquired by Brewin Dolphin and Angus joined the firm as Divisional Director. Angus successfully attained his MBA from Strathclyde University and in 2015 he joined Rathbones to head the Glasgow office and is responsible for the investment management of private clients, trusts, charities and SIPP accounts.

Victoria Hoskins
Investment Director, Rathbone Greenbank Investments

Victoria is an Investment Director with over 15 years’ experience in providing and managing investment solutions for charity and pension fund trustees, as well as for individuals. Victoria is a Chartered Fellow of the CISI and an experienced trustee, principally for the Lankelly Chase Foundation, an early adopter of the United Nations Principles for Responsible Investment, latterly chairing the Investment Committee.

Victoria joined Rathbones in 2015 from Barclays where she was senior director for the London Charity Team advising boards on the implementation of their investment policies, including ethical and social investment considerations. From 2007 to 2010, Victoria was Regional Investment Director for London and the South East responsible for the Gerrard Investment Management business, equating to £2 billion of private client, charity, pension and court of protection portfolios.

Alan Eccles
Partner, Brodies LLP

Alan is a partner in the private client department, based in Glasgow. His work covers three main areas: charities, private client and parliamentary matters.

Much of Alan's practice involves advising on charity law. Alan assists charities, individuals and corporates on charity law, social enterprise (including charities engaged in trading and projects such as renewables), CSR, governance training and philanthropy. Legal directories have noted that Alan "continues to receive acclaim for his superb charity law advice" and that he has a "deep knowledge of the field". Alan has experience of the "real workings" of charity boards and organisation with the Scottish Youth Parliament, Glasgow arts charity, Cryptic and the Scottish Universities Law Institute.

Alan's private client work covers estate planning including wills, executries, trusts and inheritance tax. He is the author of the Scotland chapter in the textbook International Succession. Of Alan's private client work, the Legal 500 notes that he "conveys complicated legal concepts with clarity and humour".

He was previously a member of the legal staff at the Scottish Law Commission and currently lectures at the University of Strathclyde in property, trusts and charities. Alan has also tutored private client law at the University of Glasgow. Alan was a member of the Council of the Law Society of Scotland from 2007 to 2009 and the Society's Education and Training Committee from 2007 to 2012. He is currently a member of the Society's Charity Law and Mental Health and Disability Law Committees.

*Photograph credit - London and its suburbs from the International Space Station: ISS/Nasa

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