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Rathbones Kendal to deliver talks on responsible capitalism and the future of investment strategy and governance

Richard Dawson

A free training and networking session hosted by Rathbones Kendal on the 17th of October will help charity trustees and senior finance staff to strengthen their knowledge while sharing their experiences and gaining new ideas for the long-term management of their charities’ finances. Attendees will hear talks and participate in Q&A sessions on responsible capitalism, diverse representation on charity boards, and insights drawn from Rathbones’ forward-thinking research into long-term investments.

The training session, which allows charity trustees to earn CPD points, includes lunch, networking and a Q&A session as well as three seminars from investment and governance experts at Rathbones and Getting on Board, a charity that provides guidance and support to help people make a difference by volunteering their skills and services on charity boards.

In the first talk, Richard Dawson, Investment Director and Manager of Rathbones Kendal, will explore the future prospects of government bonds and other long-term investments, sharing some of Rathbones’ thinking and research on the topic. Lynn Cadman from Getting on board will deliver a talk about the principles involved and the benefits of diversifying the skills, knowledge, experience and protected characteristics (like age, sex and race) represented on charity boards. Finally, Archie Pearson, Voting and Governance Analyst at Rathbones, will deliver a talk about responsible capitalism, arguing that companies must reconnect with their societal purpose and develop business models that deliver value for all stakeholders, including the society in which companies operate.

Richard Dawson, Regional Director of Rathbones Kendal, said: “Our investment style very much suits those organisations like charities, with long term objectives that look to secure the real value of their capital far into the future, and we’re always pleased to have the chance to share these insights through our white papers and publications, and through local seminars and networking events.”

Rathbones Kendal is the local branch of Rathbone Investment Management, one of the UK’s longest-established wealth management firms, that manages long-term investments for clients which include numerous charities. Rathbones’ specialist services for charities include investment management as well as support for charity teams to monitor their investment strategy and performance. Rathbones produces white papers and research on future trends in managing charity investment, and organises an annual national symposium to discuss pressing issues in the management of charities now and in the future.

The seminar will be held at J36 Rural Auction Centre, Crooklands, Milnthorpe, Cumbria, LA7 7FP on 17 Oct 2019 from 10:15 to 14:00. Charity trustees wishing to attend must book their places by calling Rathbones Kendal on 01539 561 457.

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