---
title: "Discretionary and advisory management in Mauritius"
description: "Compare discretionary and advisory mandates. Understand the roles of your wealth manager and custodian bank, and explore our investment profiles."
url: "https://necker-finance.com/en/services/mandates/"
lang: "en"
alternate: "https://necker-finance.com/fr/services/mandats/ (fr)"
site: "Necker Finance Mauritius"
---

Our mandates

# Discretionary or advisory management

Two types of mandate: you delegate management to Necker Finance or make decisions based on our recommendations.

|  | 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 |

In every mandate

## Open architecture

We choose managers and funds freely, across all asset classes, without ties to any bank or product range.

## A framework agreed together

Your objectives, time horizon and risk profile guide the strategy.

## Ongoing portfolio review

Portfolio reviews consider market conditions and changes in your circumstances.

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.

Investment profiles Four reference profiles for different objectives. Explore the profiles

[All Weather Diversifying the portfolio beyond equities and bonds. Explore the mandate](https://necker-finance.com/en/services/all-weather/)

[Bespoke A strategy built around your objectives and specific constraints. Speak to an adviser](https://necker-finance.com/en/contact/)

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.

Necker Finance, Grand Baie Suite 201, Grand Baie Business Quarter · Chemin Vingt Pieds [Open in Google Maps](https://www.google.com/maps?cid=7761117343445367720)

The first step

## Your situation

Let’s talk, in French or in English.

[Contact us](https://necker-finance.com/en/contact/) [WhatsApp](https://wa.me/23057787583)

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Necker Finance · Regulated by the [Financial Services Commission](https://www.fscmauritius.org/), Mauritius · Licence C114013750.