Sometimes doing nothing is the biggest risk of all!

We are pleased to have our Corporate Member Smith & Williamson facilitate a workshop for CO3 Members in their offices. 

Lunch will be included for this in person workshop.

Sometimes doing nothing is the biggest risk of all

Is your charity holding too much cash?

With inflation still running well above central bank targets this is having a detrimental effect on your cash reserves and its future purchasing power.

In this session we will explore what options are open to you as trustees & senior management.

We will cover

-Cash Management Services

- Multi-Asset portfolios for longer term reserves – what are the risks and rewards

- What are your responsibilities and what can you do?

Whether you are a seasoned investor or have yet to consider investments as part of your reserve management this event will be suitable for everyone.