Quilter Cheviot: Review for Charities

A publication published by Quilter Cheviot featuring expert insights on a diverse range of sector topics including AI, preparing for future challenges, what to look for in a charity accountant, crafting a volunteers’ strategy and much more.

Quilter Cheviot’s Review for Charities 

We are excited to share the first ‘Review for Charities’ for 2025, featuring a wealth of insights and expertise from dedicated charity-sector specialists.

In this edition…

  • Can AI be the future for charity investment portfolios?
    Ben Barringer, Global Technology Analyst, Quilter Cheviot
  • Preparing for future challenges
    Celine McStravick, Chief Executive, NICVA
  • What to look for in a charity accountant
    Mark Heaton FCCA FCIE DChA, Director, KM Chartered Accountants, Chair of trustees, Association of Charity Independent Examiners
  • Crafting a volunteers’ strategy to support your charity’s vision
    Caroline Dukulay, Head of Volunteering, Acorns Children’s Hospice

Plus much more.

Download your complimentary copy here.

Join the conversation

We value your feedback! If you have any thoughts or ideas for topics you’d like us to cover in future editions of the Review, please let us know.

Want to find out more about our charity service?

Our charity specialist investment managers are here to help. Contact us via phone (+44 (0)20 7150 4000), email (charities@quiltercheviot.com), or the online form (www.quiltercheviot.com), and we’ll be in touch soon.

As ever, I hope you enjoy reading the articles.

 

Important information

Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future return.

Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England and Wales with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa.