Your investments
Our mandates
You delegate management to Necker Finance, or you take the decisions on the basis of our recommendations.
Our mandatesOur services
Portfolio management and wealth planning
Necker Finance is a wealth management firm based in Mauritius and regulated by the Financial Services Commission (FSC). It provides portfolio management services to individuals, families, entrepreneurs and institutional clients. It also advises private clients on wealth planning, including when they relocate or plan to pass on their wealth.
Your wealth
Wealth planning
We analyse how your accounts and investments are organised and recommend the changes that serve your plans.
Wealth planningMoving to Mauritius
You are preparing a move to Mauritius, or you already live here. We help you organise your accounts and investments, before you leave and once you have arrived.
Moving to MauritiusPortfolio review
You hold investments with one or more banks. We offer a second opinion on your portfolio: its composition, its costs and how well it fits your circumstances and objectives.
Request a reviewLuxembourg life insurance
For expatriates, international investors and French tax residents: a policy with a Luxembourg insurer, which may appoint Necker Finance to manage the dedicated fund, with specialised partners.
Luxembourg life insurance
The first step
Your situation
Let’s talk, in French or in English.