Banner triangles

Steady as she goes: managing charity reserves and building resilience

At a time of increasing demand for charities' help but fewer resources to meet need, what should charities be doing to manage their available funds at this time? Robert Nieri asks charity investment managers Brewin Dolphin for their insights.

Shoosmiths Charity Team Principal Associate Robert Nieri discusses the management of charities' reserves in line with their investment policies with Peter Ryan and Hugh Draycott of Brewin Dolphin, asking how charities have approached the question of reserves in the last twelve months, and what the Covid crisis is likely to mean for the formulation of charity reserves policies in future.

Listen to the podcast below.


Disclaimer

This information is for educational purposes only and does not constitute legal advice. It is recommended that specific professional advice is sought before acting on any of the information given.

Insights

Read the latest articles and commentary from Shoosmiths or you can explore our full insights library.