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Who we serve

Built to outlast one generation.

For individuals and families who want a globally diversified portfolio, an adviser they can name, and structures that hold across borders and across decades.

Start a conversationHow we work

What we do for families

A plan first. A portfolio second.

We begin with what the money is for: income in retirement, a property abroad, education for grandchildren, a business succession. From that we agree a risk profile, a time horizon and a target allocation. Only then do we build the portfolio.

Where the assets sit

Portfolios are held with an independent custodian in the client's name. For families with cross-border members, assets can be held inside a Mauritius trust or foundation administered by Intrasia Group's licensed management company, giving continuity if circumstances or residences change.

What you receive

  • A written investment policy that states your objectives, constraints and allocation ranges.
  • Quarterly valuation and performance reporting against an agreed benchmark.
  • An annual review of the plan, not just the portfolio.
  • Direct access to your adviser and portfolio manager.

How it starts

Six steps, 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.

Questions we are asked

Frequently asked

Do you work with clients outside Mauritius and South Africa?
Yes, subject to local rules in the client's country of residence. Most of our clients live in Mauritius, South Africa, the Gulf and Europe.
Can you help with trusts and foundations?
Structuring is provided by Intrasia Group's licensed management company in Mauritius. Intrasia Wealth manages the investments held inside those structures.
How often will I hear from you?
Quarterly written reporting, an annual review meeting, and a named adviser you can call at any time.

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.

Start a conversationSee how we charge