Investment profiles
Four reference profiles for different objectives.
Explore the profilesThe firm
Present in Mauritius since 2014
From Mauritius, Necker Finance helps private clients, families and entrepreneurs manage their wealth.
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 helps clients based in Europe, Africa and the Middle East manage their wealth. 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 mandates
Discretionary or advisory mandates
Discretionary management We manage within the mandate
Advisory management We recommend, you approve
Who decides?
Necker Finance, according to the profile set in the mandate
You, based on our recommendations
Who implements?
Necker Finance
You, or Necker Finance on your instructions only
Who monitors?
Necker Finance, with quarterly reporting
Together, with reporting at an agreed frequency
Discretionary management We manage within the mandate
Who decides? Necker Finance, according to the profile set in the mandate
Who implements? Necker Finance
Who monitors? Necker Finance, with quarterly reporting
Advisory management We recommend, you approve
Who decides? You, based on our recommendations
Who implements? You, or Necker Finance on your instructions only
Who monitors? Together, with reporting at an agreed frequency
Open 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.
All 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.