Our services
Portfolio 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.
Meeting and review at no charge, no obligation.
Edouard NairacHead of Investment
Read his interview“The review lets you take a step back from your portfolio, examine its risks and check that it fits your circumstances and objectives.”
What you receive
A review of your portfolio’s composition, its costs and its main risks. We present our findings and discuss them with you.
No charge, no obligation
Neither the first meeting nor the review is charged for. The review does not commit you to giving us the management of your investments.
How we meet
By video call or at our offices in Grand Baie or Tamarin.
One or more banks
The review covers the investments you hold in Mauritius or abroad.
The first meeting involves neither personalised advice nor an investment recommendation.
Request a review
Your enquiry is only sent at the final step.
This form cannot be shown in your browser. Write to us at info@necker.mu or call us on +230 263 2394.
Thank you. Your enquiry has been received. We will be in touch.
Meeting and review at no chargeNo obligationNo documents needed at this stage
What we look at
The review is based on your statements, after the first meeting. It covers eight areas.
- Allocation
- How your assets are split between equities, bonds, cash and other investments.
- Diversification
- How the portfolio is spread across positions, sectors and regions.
- Concentration
- The weight of the largest positions and issuers.
- Risk
- How much the value of the portfolio moves, and the falls it has been through.
- Currencies
- How your investments are split by currency, set against the currencies you spend in.
- Duration
- How sensitive the bonds are to changes in interest rates.
- Costs
- The management, custody and transaction fees shown on your statements.
- Performance
- What the portfolio has returned after fees, over the period your statements cover.
How the review works
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You write to us
A few lines are enough. No documents are needed at this stage.
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A first meeting
One hour, by video call or in Grand Baie or Tamarin, to understand your situation.
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Your statements
If you would like the review, we verify your identity and establish your profile; your adviser then explains how to share your statements with us.
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Our review
We present our findings and discuss them with you. The decisions remain yours.
Investment team
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Edouard Nairac
Head of Investment
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Carla Lini
Assistant Head of Investment
Before you write to us
01 Is there a charge for the review?
No. Neither the first meeting nor the review is charged for. Necker Finance is paid through the fees of its mandates, set out before anything is signed.
02 Do I need to send any documents?
No. No documents are needed to write to us or for the first meeting.
03 Who sees my enquiry?
Your enquiry is handled by our team in Mauritius, in line with our privacy policy.
04 Do I have to change banks?
No. The review requires no transfer of your assets: your accounts stay where they are. Nothing then obliges you to give Necker Finance a mandate or to change banks.
05 What happens next?
You are under no obligation. If you wish, the review can lead to wealth planning or to a discretionary or advisory mandate, with fees set out before anything is signed. It may also confirm that your investments suit your circumstances and objectives.