Thank you

To our sponsors

Quilter Cheviot

Quilter Cheviot is one of Ireland’s largest discretionary investment management firms offering bespoke portfolio management for charities and private clients.

Quilter Cheviot has developed investment solutions to meet the needs of more than 36,000 clients (across Ireland, UK and Jersey) and designs portfolios which are tailored specifically to their requirements and risk profile.

Transparency and trust are at the very heart of everything we do for our clients. We assist charities and their trustees in many additional aspects of their organisation through our educational program.

Increasingly we have helped organisations review their investment or ethical policies to ensure these are appropriate for the charity.

Our experience has been built up over many years of working with clients as well as applying best practice from other jurisdictions.

We have developed a number of knowledge guides to support charities undertaking these reviews.

https://www.quiltercheviot.com/ie/charities/

Contact details

Eoin McBennett, Investment Manager

e: eoin.mcbennett@quiltercheviot.com

t: +35317996916

BDO

BDO is the leader in advising and supporting businesses and organisations throughout the charity and not for profit sector in Ireland and internationally.

With offices across the island of Ireland, and a network of 1,617 offices internationally, we understand the unique audit, tax and advisory requirements of the not-for-profit sector, which comes from our experience in acting for the sector over many years.

We know that not-for-profit organisations are founded upon strong relationships. A value BDO globally shares and is known for. We take time to develop a solid understanding of your organisation, your mission and values, and combine this with our in-depth knowledge of issues affecting the not-for-profit sector to deliver proven results.

Our clients in the sector benefit from access to the following services:

  1. Strategy Development & Implementation
  2. Strategic Financial Reviews & Decision Making
  3. Stakeholder Engagement
  4. Sectoral Research
  5. Taxation advice, including applying for tax exempt status, corporate structuring, and VAT advice
  6. Company secretarial advice
  7. Audit & Advisory advice
  8. Project related advice and planning.

https://www.bdo.ie/en-gb/industries/not-for-profit

Contact details:

Austin Hickey, Director

e: ahickey@bdo.ie

t: +353 1 470 0000