Strategia Services Ltd and Strategia Wealth Management Ltd together provide a full-service platform for wealth management solutions aimed at family offices and high net worth Individuals.
Investment advisory
Our team will advise with a focus on your financial goals and requirements. You can take advantage of professionally managed portfolios, specialised strategies and customised investment advice. We offer asset management expertise and work with trusted external investment managers worldwide.
Our approach
• Understanding your investment profile and appetite.
• Investing to meet your requirements.
• Regular monitoring and taking action.
• Transparent reporting in line with investment performance standards.
Our services
• Discretionary and non-discretionary portfolio management
• Asset and tactical allocation
• Customised strategies
• Research, monitoring and transparent reporting
Wealth management
At every life stage, we accompany you to achieve your financial goals through succession planning, business and financial planning, retirement planning, wealth growth and protection planning.
Our approach
• Defining your financial goals and develop a personalised wealth strategy.
• Guiding you through the most challenging market cycles.
• Helping you plan for an uncertain future with a variety of solutions for managing risk.
• Ensuring that you create an enduring legacy that passes on your asset protection and growth philosophy.
Our services
• Facilitation of fiduciary and corporate structuring
• Retirement and health planning
• Trust and succession planning
• Philanthropy planning
• Passion investment
Lifestyle services
We take a hands-on approach when it comes to serving you. To deliver unprecedented ‘services’ and personalised guidance, we take the time to understand your unique requirements.
Our approach
• Operating a central point of contact for our clients who are pressed for time.
• Reducing the stress of completing everyday tasks and coordinating your requirements diligently.
• Improving your focus and well-being, knowing that your personal life is under control.
• Planning your travel and holidays.
Our services
• Ad-hoc concierge services
• Administration, budgetary and treasury management
• Office space rental and relocation services
• Travel, leisure and destination planning
For decades, Mauritius has built long-standing relationships with key African and international bodies, including the Southern African Development Community, the World Trade Organization and the Commonwealth of Nations. Mauritius has multiple bilateral trade agreements across Africa, which means that global investors, traders and private equity companies gain preferential access to a number of key African markets and hundreds of millions of customers.
Mauritius ranks 1st on the Mo Ibrahim index of African governance. It has been consistently ranked by the World Bank as being the easiest country to do business across the entire region – and it ranks 32 out of 189 global economies in the World Bank’s Doing Business 2016 paper. Mauritius also ranks 1st amongst African countries on the Global Competitiveness Index and the 2015 Index of Economic Freedom.
World Investment Report 2013 (UNCTAD)