The principles of long-term, intergenerational family office investing are well aligned with the unique goals and objectives of charities and other for-purpose organisations


Alvia has deep experience investing the corpus and endowment funds of non-profit organisations, developing an investment strategy and implementation plan to ensure that progress is measured and the strategy is achievable over the long term.

Alvia’s services are flexible and tailored to the organisation’s needs. We can act as the sole investment manager, an investment advisor managing a range of external managers, or as a manager of a particular investment mandate.

Our investment offering covers all major asset classes ensuring we develop a holistic asset allocation solution aligned with the risk and return objectives of the organisation.