Annual Catholic Charity Conference 2024
We are delighted to invite you to the 2024 Catholic Charity Conference.
The conference will include inspirational presentations, and plenty of time to pose your questions to our speakers.
To reserve your place please follow this link
1st May 2024
What is the Catholic Charity Conference?
In 1990, four firms of professional advisors came together to establish a conference to address from the perspective of their separate fields, the problems and issues faced by a number of their mutual clients, including Catholic dioceses and religious orders.
Church House, Great Smith Street, London SW1P 3AZ
CCLA strives to support the shared life of a society in which everyone can flourish. We believe investment markets can only be as healthy as the communities and environment that support them. We are working with our clients and the investment industry towards a new era of promoting the common good through our distinctive approach to sustainable investment - pushing for change on climate, addressing modern day slavery and other human rights injustices, and engaging with companies regarding the mental health of their workforces. CCLA has been the UK’s largest charity manager for the past three years* and has a long history of managing funds for Christian organisations with a fund specifically designed for organisations associated with the mission and work of the Catholic Church
At Newton, our purpose is to help our charity clients fulfil theirs. We are a trusted long-term partner to charities, and have a strong track record of supporting them in achieving their goals through active, multidimensional and engaged investment. We manage a range of strategies for charities, including charity-focused pooled funds, sustainable funds, and segregated portfolios. And we do not stand still. Innovation is a fundamental part of our service to charities.
Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. This is a financial promotion.
Charities have entrusted their investments with Rathbones for over 100 years, and our dedicated approach has seen us become one of the leading investment managers for charities and not-for-profit organisations in the UK. With a team of investment managers working exclusively for charities, our portfolios range in value from £10,000 to more than £100 million.
For those who wish to include a high level of sustainability throughout their portfolio, we have our Greenbank specialists. Greenbank is one of the most experienced teams in the sustainable investment field, helping to drive change in financial services, business and society through ethical and sustainable investment for well over 20 years.
Charities who partner with Sarasin & Partners receive a dedicated client service from one of the sector’s largest and most experienced teams. We currently manage portfolios on behalf of over 500 charities, spanning religious, educational, medical, animal and grant-making organisations. Across our organisation, we take a responsible approach to investment, embedding stewardship principles at the heart of our investment process, aligning our clients’ specific ethical investment policies with our own environmental, social and governance research and activities. Securing Tomorrow.
We run trustee training for charities to help you grow your investment understanding, please click here should you wish to attend and find out more