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Partner of ICAEW's Virtual Charity Conference 2021

Charles Stanley Wealth Managers

Charles Stanley Wealth Mangers is one of the oldest firms on the London Stock Exchange having started in 1792 and has earned a reputation as one of the UK’s leading wealth managers.
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Charles Stanley Wealth Managers provides a bespoke discretionary investment management service, developing an affordable and realistic investment strategy for its many charity clients.

ICAEW's Virtual Charity Conference 2021

21-22 January 2021
The future of charities – a guide to resilience and responsible investing

This session aims to explore the future of charities, by looking at their financial resilience through challenging times and explore how they can incorporate a commitment to responsible investing into their investment strategy. 

Although Environmental, Social and Governance (ESG) is not a new concept, it has risen in demand and prominence over the past two years and even more so within the coronavirus pandemic. This session will explore the history and reality of responsible investing and other non-financial factors, such as ESG and explain what they mean to Charles Stanley in its commitment to be responsible investors.

The session will open with Glenn Baker, Director of Business Development, followed by a presentation from John Redwood, Chief Global Strategist, on what you need to consider to ensure your Charity’s future resilience.

Lastly, Tina Cook, Head of Equity Research, will discuss the characteristics of ESG and what this means for Charles Stanley.

For any questions about the session, the content discussed or to find out more about Charles Stanley’s products and services, please contact glenn.baker@charles-stanley.co.uk.

Speakers

John Redwood, Chief Global Strategist

John has had many roles within the investing world including; Investment Director, Head of Investment Research, Non Executive Director of an Investment Trust and is now part time Chief Global Strategist of Charles Stanley.

He currently runs a demonstrator fund and provides regular commentary on China, the USA and the EU economies and markets.

Tina Cook, Head of Equity Research

Tina joined Charles Stanley in 2008 and heads the UK Equity Strategy Committee. She is a Chartered Fellow of the CISI.

In the 2011 Financial Times StarMine Awards for Europe, she was rated the number-one stock picker for the utilities sector.

Tina holds a DPhil in Psychology from Oxford University and an MSc in International Securities, Investment and Banking from the ICMA Centre.

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