At this year’s charity seminar we discussed a number of topics including the outlook for the charity sector, environmental, social and governance (ESG) considerations, and sustainable investing.

We were delighted to welcome Anita Bhatia from Guy’s and St Thomas’ charity who discussed how they formulated and implemented a responsible investment policy.

The afternoon concluded with a networking reception giving delegates the opportunity to meet with the Newton team and follow up on key topics raised during the day’s sessions.

Agenda and presentations


Welcome and update on outlook for the charity sector
Jon Bell
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Bringing charity fund investments to life
Simon Nichols, Bhavin Shah, Jonathan McMullan and Emily Heaven
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Sustainable multi-asset investing
Phil Shucksmith
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Charity case study: formulating and implementing a responsible investment policy
Guest speaker: Anita Bhatia, Investment Director at Guy's and St Thomas' Charity
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Guest speaker

Anita Bhatia – Investment Director at Guy's and St Thomas' Charity

Newton speakers

Event organisers


Haberdashers' Hall
18 West Smithfield

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