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Join Evelyn Partners for our 2026 Bristol Charity Conference - a dedicated event offering support, insight, and practical training for the charity sector.

This year’s conference will explore Fostering Financial Resilience - empowering charities to navigate uncertainty, diversify income, optimise investments and plan confidently for the future.

What to expect

Through a series of focused sessions aligned to our core theme, we will cover:

  • The economy and changing shape of markets

  • Charity law review and update

  • Responsible investment and how it effects you

We will also hear from a dedicated Charity Champion who will share his experience and learnings from 30+ years working with charity organisations. After presentations, attendees will have the opportunity to network with peers and sector specialists, sharing ideas and approaches to building resilience in an evolving landscape.

Agenda

  • 9:35 - 9:50

    Registration and refreshments

  • 09:50

    Welcome

  • 10:00 - 10:30

    Accurate at the time of printing… a market update - Adrian Lowcock, Evelyn Partners

  • 10:30 - 10:55

    State of the charity sector - a legal update - Liz Brownsell, Birketts

  • 10:55 - 11:20

    The effect of exclusions and income bias on investable universe - Jamie Kirkpatrick, Evelyn Partners

  • 11:20 - 11:40

    Break

  • 11:40 - 12:10

    Tech innovation and the energy transition - Samuel Moore, Evelyn Partners

  • 12:10 - 12:40

    The changing nature of the charity sector - Malcolm Broad MBE, Charity champion

  • 12:40 - 14:30

    Lunch and close

Spaces are limited - we encourage early registration to secure your place.

Time & Location

Evelyn Partners 4th Floor, EQ, Victoria Street, Bristol, BS1 6AX

111 Victoria St, Redcliffe, Bristol BS1 6AX, UK
09:45 - 14:30 GMT

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