Guiding Your Global Investment Journey
Providing bespoke international asset management and advisory services to discerning investors. Our expertise spans across global markets, offering prudent asset allocation and strategic investment solutions.
Fund Offerings
Explore our range of specialised investment portfolios designed to meet different risk profiles and investment goals. From high-growth opportunities to conservative strategies, our portfolios offer tailored solutions for diverse investor needs.
Maximum long-term capital appreciation through a well-diversified portfolio largely consisting of equities, property and alternative assets across geographical regions.
Changes in the USD/MUR exchange rate may have an effect on the value of the investment.
Long-term capital appreciation through a well-diversified portfolio with a flexible asset allocation strategy.
Changes in the USD/MUR exchange rate may have an effect on the value of the investment.
Medium to long-term capital appreciation with a capital preservation focus.
Changes in the USD/MUR exchange rate may have an effect on the value of the investment.
International Investment Excellence
Our systematic approach combines global market expertise with personalised strategy development, ensuring your portfolio is optimally positioned across international markets while maintaining prudent risk management.
Client Profiling & Risk Assessment
We begin by understanding your wealth preservation needs and international investment objectives, with particular focus on protecting against market downturns and currency risks.
- Assess risk tolerance and investment horizons
- Review existing international exposure
- Analyse capital protection requirements
- Evaluate cross-border investment needs
Global Portfolio Strategy
Developing a bespoke investment strategy focused on international markets, with careful consideration of asset allocation across different geographies and investment vehicles.
- Design global asset allocation strategy
- Structure multi-currency portfolios
- Select appropriate investment vehicles
- Define risk management parameters
Investment Implementation
We execute your strategy through our established global platform, leveraging our partnerships with premier custodians and international financial institutions.
- Establish custody arrangements
- Implement portfolio structures
- Set up reporting frameworks
- Coordinate with global partners
Active Portfolio Management
Continuous monitoring and adjustment of your portfolio, ensuring adherence to risk parameters while seeking superior risk-adjusted returns through market cycles.
- Monitor portfolio performance
- Adjust to market conditions
- Regular risk assessment
- Provide comprehensive reporting
Global Custodial Partnerships
We collaborate with premier global custodians ensuring secure and efficient management of your international investments.
Our Global Partners
We collaborate with premier global custodians including MCB, Afrasia, Capital International Group, Ramsay Crookall and Swissquote, ensuring secure and efficient management of your international investments through established platforms in Mauritius, Isle of Man, and Switzerland.
60+ years
Combined Experience
Licensed
Investment Advisor
Global
Custodian Network
HNW
Client Focus
3
Strategic Funds
0.6%
Advisory Fee