Strategia

Strategia is an independent provider of wealth and asset management solutions dedicated to High-Net-Worth Individuals, Family offices and entrepreneurs

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We adopt a Goal-Driven investing approach to preserve, grow your assets, and extend your family legacy for future generations

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Founded by veteran bankers and wealth managers, Strategia’s expertise goes beyond the traditional approach to wealth management

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Competitive cost advantage and safe jurisdiction

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Strategia is an independent provider of wealth and asset management solutions dedicated to High-Net-Worth Individuals, Family offices and entrepreneurs

Discover More

We adopt a Goal-Driven investing approach to preserve, grow your assets, and extend your family legacy for future generations

Discover More

Founded by veteran bankers and wealth managers, Strategia’s expertise goes beyond the traditional approach to wealth management

Discover More

Competitive cost advantage and safe jurisdiction

Discover More

Strategia, founded by veteran bankers and wealth managers, is an independent firm which serves High-Net-Worth Individuals, entrepreneurs and family offices set up in Mauritius or other parts of the world. We bring value to the client’s wealth and business. We build long-term relationships with our clients and their families, aiming to provide truly customized services. Our expertise in wealth management will enable extension of your legacy for generations to come.

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Our wealth and asset management offering

We provide a wide spectrum of investment management solutions to entrepreneurs, High-Net- Worth Individuals, and family offices. Our holistic offering is tailored to meet your personal and business needsand navigate you through changing and challenging times.

Portfolio Management
Specialized investment strategies
Dedicated thematic funds
Alternative asset classes
Advisory
Execution services

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Our wealth and asset management offering

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Our entrepreneurial spirit brings a business dimension to the management of your personal assets. We focus on achieving and maintaining a comprehensive approach to your financial goals.

Our key highlights

Investment approach

Achieve consistent growth and long-term resilience of your portfolio with our systematic approach

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Advisory services

A comprehensive list of services comprising of financial planning, asset allocation, consolidation, and reporting for consistency across your assets

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Discretionary portfolio management

Adapted to your risk appetite and tailored to take your investments through various stages of economic cycle

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Execution Services

Access to our network of partners, banks and brokers for facilitation, timely and cost-efficient execution of your transactions

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Specialized investment strategies

A selection of alternative investments, major sector trends and long-term winning strategies in today’s complex and rapidly changing environment

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Why Mauritius

Cost competitive advantage and safe jurisdiction

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Responsible investing

We believe that responsible investing doesn’t just drive sustainable markets and results in prosperous world for us all but that also it enables enhanced future financial performance.