Your investments
Our mandates
You delegate management to Necker Finance, or you take the decisions on the basis of our recommendations.
Our mandatesThe firm
Wealth management in Mauritius since 2014
Necker Finance offers wealth management and wealth planning to individuals, families and entrepreneurs, and portfolio management to institutional clients.
Regulated by the Financial Services Commission, Mauritius, licence C114013750: Investment Adviser (Unrestricted) and Distribution of Financial Products. Offices in Grand Baie and Tamarin.
Discretionary or advisory management
Two types of mandate. In the first, Necker Finance decides within the mandate; in the second, Necker Finance advises and you decide.
Open architecture
Across all asset classes, we independently select the managers and funds best suited to your mandate.
Mauritius and Geneva
Two entities, each regulated in its own jurisdiction. The client chooses the one that fits their situation.
Why Mauritius
Through Mauritius, connected to the world
Necker Finance advises and manages the wealth of clients based in Europe, Africa and the Middle East. Their accounts are held with custodian banks in Mauritius and internationally.
International relationships connected through Mauritius. Mauritius. US markets: New York. Europe: Geneva · Zurich · Paris · Brussels · Luxembourg · London · Monaco. Middle East: Dubai. Africa: Senegal (Dakar) · Côte d’Ivoire (Abidjan) · Benin (Cotonou) · Cameroon (Douala) · Gabon (Libreville) · Congo (Brazzaville) · Rwanda (Kigali) · Kenya (Nairobi) · Tanzania (Dar es Salaam) · Madagascar (Antananarivo) · South Africa (Johannesburg). Asian markets: Singapore · Hong Kong.
Mauritius
Overview Select a region to see the cities and countries shown.
Our services
Managing your investments and organising your wealth in Mauritius
Your wealth
Wealth planning
We analyse how your accounts and investments are organised and recommend the changes that serve your plans.
Wealth planningOpen architecture
We choose managers and funds freely, across all asset classes, to fit your mandate.
A tripartite relationship
You, the client
The custodian bank
Necker Finance
Investment approach
Our investment approaches
We define your investor profile together.
Investment profiles
Four reference profiles for different objectives.
Explore the profilesAll Weather
Diversifying the portfolio beyond equities and bonds.
Explore the mandateBespoke
A strategy built around your objectives and specific constraints.
Speak to an adviser Balanced 5 – 10 years
Seeking a balance between growth and capital preservation.
Illustrative allocation
- Equities 45 %
- Fixed income 35 %
- Alternatives 12 %
- Commodities 8 %
For educational purposes. The allocations shown do not constitute a personalised recommendation.
Two entities
Necker Finance in Switzerland and Mauritius
Necker Finance has been present in Switzerland since 2000 and in Mauritius since 2014, through two companies, each regulated in its own jurisdiction.
1 bn+ in assets under management USD · both entities combined
26+ years of experience Wealth management
30+ professionals Mauritius · Geneva
20+ institutions and partners Banks, insurers, brokers, fund managers, etc.
Governance
Executive committee
The first step
Your situation
Let’s talk, in French or in English.