Strategia

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STRATEGIA WEALTH MANAGERS – COMMUNIQUÉ

Services financiers Strategia et Ekada se rapprochent pour devenir un acteur important de la gestion de fortune Offrir des services de gestion d’actifs à plus forte valeur ajoutée, tel est l’objectif derrière la reprise des activités d’Ekada Capital par Strategia. La transaction a récemment reçu l’aval de la Financial Services Commission. Strategia, la société subsistante …

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Inflation explained: is it the right time to invest?

Inflation explained: is it the right time to invest? In its latest world economic outlook, the International Monetary Fund has revised downwards its global growth forecast for 2022 from 4.4% to 3.6%. Furthermore, it stated that inflation is expected to be worse in developing nations, with an estimated average of 8.7% compared to developed countries, …

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Russia and Ukraine war – What is the reaction on the market?

Russia and Ukraine war – What is the reaction on the market? On 24 February 2022, Russia launched a full-scale invasion of Ukraine. The invasion resulted in a global economic disruption. This article provides an insight on the market Global inflationary pressure Wars are generally inflationary, the geopolitical tensions led to uncertainties on the market …

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Understand what is a KYC and a Customer Due Diligence (CDD)

What is a KYC or a CDD? How does this apply to an individual? Financial Services Providers such as Investment Professionals, Insurance Companies, banks or Designated Non-Financial Business Professionals (DNFBP) like Real Estate Agents, Jewellers, Notaries and lawyers amongst others have all, at some point in time, been faced with the same question from their …

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What Is the Difference Between Investment and Wealth Management?

What Is the Difference Between Investment and Wealth Management? In the financial world, there is investment, and there is wealth management. While these two terms sound like they could have similar definitions, this couldn’t be further from the truth. Read further to understand the difference between Investment Management and Wealth Management. Investment Management Investing refers …

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Do overseas inheritance attract additional inheritance tax (Mauritius)?

Do overseas inheritance attract additional inheritance tax (Mauritius)? The passing of a loved one is an unfortunate time to have to untangle a complicated legal knot. But inheritance can be tricky, especially in an expat-friendly country like Mauritius. If you are a foreigner residing in or outside of Mauritius, or if the decedent is a …

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