Independent wealth management

Wealth managed independently,
from a jurisdiction built for it.

For families, founders and professionals who want their wealth to do more than grow: to last, to travel with them, and to reach the people who come next. Independent and privately owned, based in Mauritius.

FSC Mauritius IX24200006 · FSCA South Africa FSP 54955

Why it matters

Built to be trusted with what matters most.

Wealth intended to endure across generations needs more than investment performance. It needs independent judgement, sound structures and a firm built to think beyond the next quarter.

Intrasia Wealth is privately owned and independent, serving clients through regulated businesses in Mauritius and South Africa, with an international network of investment and fiduciary expertise.

Client assets are held with independent, regulated third-party custodians, in accounts opened in the client's own name or in the name of their legal structure. Intrasia Wealth does not hold client money or securities.

The custodian applicable to you is confirmed in writing before account opening.

The Group works from six cities: Mauritius, Cape Town, London, Singapore, Dubai and New York. Investment advice and portfolio management are provided only from the regulated offices in Mauritius and Cape Town, and in the United Kingdom through Acacia Wealth. The Singapore, Dubai and New York offices are Group offices and are not regulated for investment services.

Mauritius

Financial Services Commission

Investment Adviser (Unrestricted)

Licence
IX24200006
Entity
Intrasia Wealth Limited

South Africa

Financial Sector Conduct Authority

Authorised Financial Services Provider, Category I

FSP No.
54955
Entity
Intrasia Wealth Limited

We invest with conviction, but not with urgency.

Investment philosophy

Our investment process begins with asset allocation. We build diversified portfolios across markets, asset classes and investment styles, selecting each exposure for the role it is intended to play.

We favour durable sources of return, sensible valuations, appropriate diversification and strategies capable of compounding over long periods. Costs, liquidity, concentration and risk are considered alongside expected return.

We invest with conviction, but not with urgency. Short-term headlines do not determine long-term portfolios.

Read the full philosophy

Becoming a client

What happens, in order.

  1. Establish the client relationship

    A first conversation to explain how we work, what we charge and what you can expect from us, and to agree the scope of the engagement in writing.

  2. Gather information and identify goals

    Your assets, liabilities, income and existing holdings, together with what the money is for, your time horizon and your attitude to risk.

  3. Analyse your financial position

    We assess where you stand against those goals: gaps, concentrations, costs, liquidity and risks.

  4. Develop and present recommendations

    A written proposal: the recommended service, asset allocation, expected costs and the reporting you will receive, with the reasoning behind each.

  5. Implement the agreed plan

    Client agreement, identity verification under the relevant regulator's rules, account opening with the custodian, and investment of the portfolio.

  6. Monitor and review

    Quarterly reporting, an annual review of your plan against your goals, and an adviser you can reach directly.

Insights

The long view, updated monthly.

All insights

Questions we are asked

Frequently asked

Is Intrasia Wealth regulated?
Yes. Intrasia Wealth Limited is licensed by the Financial Services Commission of Mauritius as an Investment Adviser (Unrestricted), licence IX24200006, and by the Financial Sector Conduct Authority of South Africa as an authorised Financial Services Provider, FSP 54955.
What is the minimum investment?
We do not publish a fixed minimum. What matters is that a portfolio is large enough to be properly diversified and to justify a dedicated adviser, and we will tell you honestly in the first conversation whether that is the case.
Where is my money held?

Your portfolio is held with an independent, regulated third-party custodian, not by Intrasia Wealth. The account is opened in your name or in the name of your trust, foundation or company.

The specific custodian depends on your jurisdiction, service and portfolio requirements. We identify it, explain the protections and disclose its charges before you commit.

Can South African residents invest with you?
Yes. South African residents are advised in South Africa under our FSCA licence, with rand-based portfolios on a regulated South African platform and global hard-currency portfolios held offshore, all in their own name. We assist clients to externalise funds within their allowances. Mauritian residents, non-residents and international clients are served from Mauritius under the FSC.
What is the difference between discretionary and advisory management?
Under discretionary management we make and implement investment decisions within an agreed mandate. Under advisory management we recommend, and you decide. Discretionary management is offered from Mauritius under our FSC licence; in South Africa we advise on a non-discretionary basis.

Begin with a conversation about what your wealth is for.

Thirty minutes with an adviser who will ask about your family, your plans and the years ahead before anything else. No obligation.