The investment partner of choice
Invia Wealth Partners has helped for-purpose organisations invest wisely for decades. We understand your needs go beyond the simple investment of capital - it is about effectively managing finite and valuable resources to support your strategy and mission.
It is our proven capacity and capability which makes us the partner of choice for a diverse range of clients looking to enhance their impact. Today, more than 500 for-purpose clients trust Invia Wealth Partners with over $12bn of their investment capital.
Delivering positive change
To help you deliver long lasting positive change to the communities and beneficiaries you serve, we can help your organisation:
- Develop a tailored Investment Governance Framework – craft a policy and charter than translates your organisation’s mission and strategy into investment guidelines and principals
- Optimise strategy – develop better strategies and organisational capability to deliver on your mission
- Prudently manage assets – invest your assets and provide access to opportunities that delivery performance while reflecting your organisation’s value, beliefs and aspirations for impact
- Access networks – leverage our extensive network and connect with those who have the drive, capacity and capability to help you achieve better outcomes.
Invia Wealth Partners NAB Charitable Giving Index
The Invia Wealth Partners NAB Charitable Giving Index provides timely insight on fundraising, exploring emerging trends across locations and cause areas.The analysis is derived from transaction data on funds going to the for purpose sector from families and individuals.
This latest report covers the most up to date giving data (to July 2023) in
Australia.
Invia Wealth Partners’s Philanthropic Services
The Philanthropic Services team’s mission is to inspire, educate and support our
clients
and collaborators in delivering lasting, positive change. Our experienced
specialists
leverage our expertise, insight and connections to help you build and implement
effective
governance frameworks and strategies to fulfil your purpose.
Become an Invia Wealth Partners client
Join a private wealth management company with the industry-leading services, resources and network to help you
enhance and preserve your wealth.
Now and for generations.