Aligning purpose with performance-charity investment seminar
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130 Wood Street, London, EC2V 6DL
enquiries@buzzacott.co.uk    T +44 (0)20 7556 1200

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Last updated: 4 Jul 2025
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'Aligning purpose with performance' - a joint webinar by Buzzacott and Rathbones

Join us on 22 July to learn how to align your charity’s investments with its mission. 

When it comes to charitable investments, staying mindful of where your organisation puts its funds is paramount. During this event, we'll tackle pressing issues such as changes to CC14 (guidance for trustees for investing charity money) and the decline of ESG investing, ending with an interactive Q&A session. 

Hosted in partnership with Rathbones, this event brings together industry experts to help you navigate the complex intersection of ethics, governance, and financial strategy.  

Whether you're a trustee, finance director, or advisor, you'll gain practical knowledge to ensure your charity's investments are aligned with its mission. 

Event Details

Date: Tuesday 22 July 2025 

Venue: Buzzacott LLP, 130 Wood Street, London, EC2V 6DL 

Time: 15:00 - 17:00 (with networking to follow) 

Express your interest in this event by emailing us via the link below.  

Sign up now

Agenda

  • Welcome and introductions 
  • CC14 social and financial investment decisions by  Katherine Peacock - Associate Director, Buzzacott 
  • ESG under fire: What’s next for sustainable investing?  by Laura Hobbs, Investment Director, Greenbank 
  • Total returns approach to endowments by Peter Mackereth - Director, Buzzacott 
  • Preparing for the unpredictable: Managing investment risks in a shifting global landscape by Adrian Maxwell, Head of Charities Liverpool  
  • Q&A session 
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