Advisory Role

To Charitable Organisations

The appropriate management and oversight of the Financial Assets of a Charity is crucial for the Charity to be able to fulfil its long-term Charitable objectives and to ensure that the real value of its capital is not reduced over time with inflation.

Why Choose Imperius Wealth?

We can advise your charity to create a bespoke Budget and Cashflow forecast plan which is aware of the seasonality and timing of fund raises and is aligned to your values and goals.
We believe that your Charities Board & Members are best supported by sharing the financial investment responsibility with a trusted financial advisor, enabling the Charity to focus on marketing and fund-raising efforts.
We are independent, as we are not tied to any one Asset Manager or Irish Insurance Manager. This allows us to recommend the ‘best in class ‘Asset Managers and investment solutions.
At Imperius Wealth, we have the expertise and experience to help your charity make better informed asset allocation and ethical investment decisions, enabling the Board to optimise your Charities funding resources.
All Imperius Wealth Advisors have attained the highest global financial planning designation, being the ‘CFP’ award. {Certified Financial Planner}
Our review process can compare the performance of your existing Manager against its Peer Group benchmark, with the focus on adding value.
We are licenced and regulated by the Central Bank of Ireland (No:50457) as an Investment Intermediary, under the Investment Intermediaries Act (1995).
We are a relationship focused broker; your designated Advisor will revert to you within 24 hours on any investment query or clarification.
Our investment review encompasses ESG & responsible investment benchmarking and Governance.
We will prepare and present to your Charities Investment Committee meetings a quarterly Investment market overview report.
We can help the employees of your Charity plan for their retirement creating individual tax effective financial roadmaps.

‘After a volatile investment year like 2022, where both Bonds and Equities moved downwards in unison, it highlights the needs for a trusted Advisor to regularly review the Charities Investment mandate and to advise the Board on asset allocation and flexible investment opportunities.’

Andrew Cree - Head of Charities at Imperius Wealth Ltd