HomeServicesDiscretionary management
Services · Mauritius
You set the mandate. We manage.
Discretionary management is for clients who want professionals to make and implement investment decisions within limits they have agreed in writing. It is offered from Mauritius, under our Financial Services Commission licence.
How it works
Delegation with boundaries.
We first assess whether discretionary management is suitable for you: your circumstances, objectives, knowledge and experience, and capacity for loss. We then agree a mandate: your objective, risk profile, time horizon, allocation ranges and any exclusions. Your dedicated portfolio manager then builds the portfolio from the whole market, using shares, bonds, ETFs, funds, hedge funds and structured products as the mandate allows, adjusts it as markets and your circumstances change, and reports to you every quarter.
Who it suits
Clients who prefer not to follow markets day to day, who want decisions taken promptly, and who value a single accountable manager.
The facts
| Availability | From Mauritius, to Mauritian residents and to clients in other countries where local law permits. Not offered to residents of South Africa, who are advised under our FSCA licence, or to clients in the United Kingdom, who are served by Acacia Wealth. See our terms for other restrictions. |
|---|---|
| Custody | Independent, regulated third-party custody. Account held in the client's name. Custodian and charges confirmed before account opening. |
| Discretionary authority | Under a discretionary mandate, Intrasia Wealth may give investment instructions within the limits agreed with the client. Custody remains with the third-party custodian. Intrasia Wealth cannot use client assets for its own account. |
| Base currency | USD, with GBP and EUR available |
| Instruments | Shares, bonds, ETFs, funds, hedge funds and structured products, as suits the mandate; no leverage without written consent |
| Reporting | Quarterly valuation and performance versus benchmark; online access |
| Fee | Annual management fee on assets, see Fees. Any fee or benefit we receive from a product provider is disclosed to you in writing before you invest. |
| Risks | The value of the portfolio can fall as well as rise, and you may get back less than you invested. Past performance is not a guide to future returns. Holdings in currencies other than your base currency carry exchange-rate risk. Hedge funds and structured products can be complex, harder to sell quickly and exposed to the issuer's credit risk; they are used only where the mandate allows and they are suitable for you. |
| Regulation | Financial Services Commission, Mauritius. Investment Adviser (Unrestricted), licence IX24200006 |
Questions we are asked
Frequently asked
What does a mandate contain?
Can I restrict what you invest in?
How often is the portfolio reviewed?
Can I switch to advisory later?
Is discretionary management available in South Africa?
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.