Event Information

Clare is a partner in our charities and social economy team.

Clare has a background in trust law and advises on a wide range of charity law matters, including: the establishment of charities; trustees' duties and governance; serious incidents; charity mergers; trading; fundraising; and cause related marketing. She has particular expertise in establishing and advising corporate foundations and in advising charities on their interactions with the Charity Commission.

Clare is a member of the Charity Law Association and Society of Trust and Estate Practitioners (STEP) and is also a Dementia Friend.

Hayley is an associate in our charities and social economy team.

Hayley qualified into the team in September 2017, having trained at Wrigleys. Hayley has experience working with a range of organisations across the voluntary sector. In particular, she advises on legal structures for charities, social enterprises and not for profit organisations; incorporations, mergers and assets transfers; and intragroup relations between different organisations in the same structure. She also advises on general governance, including trustee and director duties, and regularly provides trustee training sessions.

Hayley is a member of the Charity Law Association and a trustee of a local dance charity.

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics.

He specialises in the management of portfolios for charities, as part of Rathbones’ charity team, as well as managing private clients’ assets including ISAs, SIPPs and trusts.

Adrian is a CFA charterholder (Chartered Financial Analyst) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He is a member of Rathbones group Stock Selection Committee and chairs the Charity Fixed Income and Collectives Committee.