History

In 1990, four firms of professional advisors got together to create a conference addressing a co-ordinated approach by the different firms to problems and issues faced by a number of their mutual clients, including Catholic Dioceses and religious orders. The conference was well received and it subsequently became an annual event in London, with specialist seminars also taking place elsewhere in the UK.

Each year the conference features a number of prominent guest speakers who add value to the programme created by the organisers. With the objective of keeping delegate fees as reasonable as possible, we now invite a guest sponsor each year and in recent years these have included Merrill Lynch, Schroders, CCLA and Sarasin & Partners. This year's guest sponsor is Cheviot Asset Management.