Our services
Wealth planning
A change of residence or a plan to pass on your wealth may mean rethinking how your accounts and investments are organised. We draw up a review of your wealth with you, then give you our recommendations.
What wealth planning means
Wealth planning means organising your wealth and preparing to pass it on, with regard to your family situation and the countries concerned. At Necker Finance this work concerns your accounts and investments.
Our approach
The families we advise often have ties in several countries. What suits you today may no longer suit you after a marriage, a move, the arrival of a child or the sale of a business. Your adviser follows how your situation develops and checks with you regularly that your accounts and investments still fit your objectives.
How we work
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The first meeting
You set out your situation, your objectives and the decisions you have in mind.
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The review
We list your accounts and investments, country by country, from the statements of your custodian banks.
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The recommendations
We give you our recommendations and set out the steps to plan for.
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The follow-up
At the agreed frequency, we go through with you how your investments have moved, on the basis of the consolidated report.
Who does what
- Your relationships
- Necker Finance’s exchanges, under your mandate or at your request
- Necker Finance
- Advice on your accounts and investments
- Your lawyers, notaries and tax advisers
- Legal and tax advice and the drafting of deeds
- Your custodian banks
- Keeping the accounts and executing transactions
What we do
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How your assets are held
We look at your investments, whether held directly or through a company or a trust. From the documents you give us, we identify the holder of each account and the people authorised to instruct the bank.
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Passing on your wealth
We go through with you what your plans for passing on your wealth mean for your accounts and investments. At your request, we send the review and our recommendations to your notary.
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Moving to Mauritius
A change of residence can alter the conditions for keeping your accounts and your access to certain investments. Before you arrive, we go through with you the changes to consider and the steps your banks require. Your adviser then follows the progress of those steps.
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Selling your business
We advise you on the accounts that will receive the proceeds of the sale and on how to invest them, in line with your plans and your liquidity needs.
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Consolidated report
A single document presents your assets across your various custodian banks, by institution, by currency and by asset class. It is drawn up from the statements your banks send us, with your authorisation.
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Coordination
Legal and tax advice is a matter for your lawyers, notaries and tax advisers. We gather the financial documents needed and follow up with your banks on the transactions agreed for your accounts and investments.
Why Necker Finance
Necker Finance is a wealth management firm established in Mauritius in 2014 and regulated by the Financial Services Commission. Necker Finance Suisse SA has been in Geneva since 2000.
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A dedicated contact
A personal contact dedicated to your investments and their follow-up.
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Open architecture
We choose managers and funds freely, across all asset classes, tied neither to a bank nor to a product range.
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A bank chosen together
Your accounts are opened with a partner custodian bank, in Mauritius or abroad.
Our partner in Geneva
For international wealth, we work with AvaCore, a family office established in Geneva.
Our partners
The first step
Your situation
Let’s talk, in French or in English.