A LASTING RELATIONSHIP
WITH YOUR
PRIVATE BANKER

The headquarters of Necker Gestion Privée is located in Mauritius, in the Grand Bay Business Quarter.
The political and fiscal stability of the island make this country a safe and competitive financial centre, aided by strong economic growth. The country has established rules and a system of regulation modelled on the most important global centres.
As a reminder, Mauritius was among the first countries to adopt the automatic exchange of information, C.R.S. (Common Reporting Standard).

COMPANY

NECKER GESTION PRIVÉE

Necker Gestion Privée is a private wealth management company, based in Mauritius, organized according to European standards.

 

It benefits from very high quality relationships with the principal Mauritian, European and Asian private banks, in order to ensure that the assets of our customers are completely secure.

 

As specified by the legislation of Mauritius, the company is governed by the F.S.C. (Financial Services Commission), which guarantees transparency and respect of the rules related to its activities.

OUR TEAM

The collaborators of Necker Gestion Privée come from different and complementary professional backgrounds, such as wealth management, banking or financial engineering.

 

They represent broad experience in the domain of private banking.

 

Bolstered by this diversity, Necker Gestion Privée takes pride in having a competent team that is people-oriented, and which pays attention to the needs of its customers while providing high-quality service.

OUR VALUES

We are experienced, but still passionate about what we do. We are convinced that we can do business while respecting professional ethics based on four essential notions:

Independence | Confidentiality

Rigour | Respect of rules

They are what make it possible to gain the trust of our clients and to develop unique and lasting relationships.
Thus, Necker Gestion Privée is free to select the best partners (deposit banks, brokers, fund management companies, ….) based on their professional qualifications and specificities.

OUR TEAM

A team available to meet all your needs.

Rémy MABILLON

Chief Executive Officer

Benjamin BOLZONI

Manager

Stéphane ANCEL

Commercial Director

Reeven VEEREN

Officer in charge

Imane HIRIDJEE

Officer

SERVICES

A tripartite relationship, the heart of our business
Functioning of the tripartite relationship between the client, the deposit bank and Necker Gestion Privée:

1st step: Opening of an account

 

After an in-depth needs analysis, the client opens his account with one of our partner banks, through us as intermediary.

 

The bank selected is the depositary of the customer’s assets.

 

As such, it handles administration for the account, holds the securities and executes instructions sent to it by the manager.

2nd step: Management mandate

 

The client signs a management or consulting mandate which governs his relationship with Necker Gestion Privée.

 

This mandate authorizing the company to manage his account and send purchase or sale orders to the bank for the financial markets. Meanwhile, this mandate expressly excludes any operation of withdrawal or deposit by the manager.

 

After joint analysis with his manager, an investment profile is established and the client determines the mandate which best suits his expectations. He may choose a discretionary mandate, which gives the manager freedom to manage his account strictly within the framework of this profile, or a mandate for assisted management, where the manager exercises a consulting role and leaves the final decision of investment to the client.

3rd step: Direct and dedicated relationship with the wealth manager

 

The wealth manager is the permanent intermediary between the client and the bank.

 

In order to ensure high-quality follow-up, regular appointments are scheduled, during which detailed management results are established.

 

This meeting will also make it possible to discuss the economic outlook and eventual market opportunities.

NECKER GESTION PRIVÉE OFFERS TO PROVIDE MORE TO ITS CLIENTS, BEYOND SIMPLE MANAGEMENT.

WE HAVE THE ADVANTAGE OF PERMITTING OUR CLIENTS TO BENEFIT FROM A NETWORK OF TOP-TIER SKILLS.

Customised management

Private portfolio management may be done through a simple personal account or through a more complex legal structure which is better adapted to the fiscal and familial environment.

 

As such, vehicles, such as Luxembourg, family foundations, trusts or dedicated funds may be advised.

 

Before setting up any arrangement, we have all of the solutions validated by specialists in civil and tax law who, if applicable, will then proceed with creating and administering these structures.

Appropriate localisation of assets

forex

The choice of an appropriate vehicle is important, but the choice of location of the deposit bank is also decisive. It will also be dictated by necessities of diversification and/or confidentiality.

 

That is why we have long-standing partnerships with banks in the principal Asian and European financial marketplaces (Switzerland, Monaco, Luxembourg, Singapore, Dubai …), with which our clients have the possibility of opening their accounts, through us as intermediary.

Choice of management profile

The personal situation of each investor is unique, as are his performance objectives.

 

As a result, when beginning the relationship with our client, we perform a detailed analysis of all these parameters with him, so as to develop the best strategy to meet his expectations.

 

Once this study has been executed, the needs and objectives identified permit us to establish the appropriate management profile.

 

Necker Gestion Privée would like to inform its current and future clients that any form of investment entails capital risks due to market price fluctuations.

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NEWS

The latest events of Necker Gestion Privée.

IDEAL PARTNERS

Our objectives are to offer high-quality service, proximity and reactivity for all financial assets. That is why Necker Gestion Privée has only established partnership agreements with top-tier deposit banks, recognized as much for their financial stability as for their capacity to provide excellent service to our clients.

CONTACT

Necker Gestion Privée

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Suite 201, Grand Bay Business Quarter

Chemin Vingt Pieds

30529 Grand Bay – Mauritius

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+230 263 2394

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info@necker.mu

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