Built here. Managed globally.

For business owners, senior professionals and families whose wealth has outgrown a local bank's offer: a global portfolio in hard currency, structures for the next generation, and a firm that lives here too.

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Who we serve here

Your wealth deserves more than a local shelf.

Mauritius has produced a generation of families and entrepreneurs with real capital: businesses built over decades, property portfolios, the proceeds of sales and successions. Much of that wealth still sits in local deposits, local funds and a single bank relationship. It deserves the same standard of management that a family in Geneva or Singapore would expect.

Intrasia Wealth was built in Mauritius to provide it. We manage globally diversified portfolios in hard currency, from Beau Plan, under a discretionary or advisory mandate written around you, with the Group's structuring and fiduciary capability alongside.

What we do for Mauritian clients

Portfolio	A globally diversified portfolio in US dollars, euros or sterling, built from the whole market: funds, ETFs, direct securities, hedge funds and structured products, as your mandate allows.
Mandate	Discretionary, where we make and implement decisions within agreed limits, or advisory, where we recommend and you decide.
Custody	Independent, regulated third-party custody. Account held in the client's name. Custodian and charges confirmed before account opening.
Structures	Trusts, foundations and holding companies for succession and governance, established and administered by Intrasia Management, with the portfolio managed inside them.
Business owners	Diversifying wealth concentrated in one company, and planning for the proceeds of a sale or the transfer of a business to the next generation.
Exchange control	None. Residents may invest abroad without limit or approval.
Tax	No capital gains tax. Local dividends exempt. Foreign dividends and interest taxable as income.
Office	The Strand 3, Beau Plan, Pamplemousses. Meetings in person, at our office or yours.

How it begins

A conversation, at Beau Plan or wherever suits you, about what you have built, how it is held, and what you want it to do for the next generation.
A written proposal: the mandate, the allocation, any structure, and every layer of cost.
Accounts opened with the custodian, in your name or that of your structure.
Investment, staged into the portfolio at a pace agreed with you.
Quarterly reporting in your portfolio currency, and an annual review of the whole picture.

Frequently asked

Can a Mauritian resident hold a global portfolio?

Yes, without limit or approval. Mauritius has no exchange control, so residents can hold accounts and securities anywhere, in any currency. Most of our Mauritian clients hold their long-term wealth in US dollars, euros or sterling, invested across global markets.

Why an independent firm rather than a bank's wealth arm?

Because a bank's wealth arm usually manages money through its own funds and earns from the spread. Intrasia Wealth has no in-house products, chooses from the whole market, and takes a mandate that is written around you. Read our comparison.

In which currency is my portfolio managed?

In hard currency: US dollars, with euros and sterling available. Local spending stays in your local bank account; the portfolio is invested globally.

Can you manage the wealth held in my company or my family trust?

Yes. Portfolios can be held personally, through a company, or within a trust or foundation administered by Intrasia Management, with the mandate agreed with the directors or trustees. We coordinate with your lawyer and accountant.

Is there tax on investment gains in Mauritius?

There is no capital gains tax. Dividends from Mauritian companies are exempt; foreign dividends and interest are taxable income for residents. We do not give tax advice and will work with your accountant.

How do you protect what we build?

Client assets are held with independent, regulated third-party custodians, in accounts opened in your own name or in the name of your legal structure. Intrasia Wealth does not hold client money or securities. The Financial Services Commission regulates Intrasia Wealth, and every relationship has a named adviser and portfolio manager.

Come and see us at Beau Plan.

Or we come to you. A first conversation about what you have built and where it goes next.

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