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Investment Products - Our proposed strategies to make more of your wealth

Our Wealth Management & Private Banking division has been designed to meet the various specific needs of our elite group of customers. As a Wealth Management and Private Banking client, you will have access to a wide selection of investment products. This includes MUR (Mauritian Rupee) denominated funds such as the Universal, Perpetual, Yield & Global Funds. We also propose a wide and complete range of international products in various currencies and managed by Tier 1 institutions.

Financial Planning

Financial Planning is a disciplined and structured process that gauges your financial status, personal requirements and goals with a holistic perspective. Based on this in-depth understanding of your financial situation, we recommend investment plans and solutions to help you achieve financial objectives, in line with your requirements.

Our dedicated Private Banker and investment managers can help you make informed decisions about your financial future. We will work with you to build a tailored financial plan based on your financial goals and needs and help you put that plan into action.

Each solution has been selected against strict due diligence criteria, including financial strength, transparency, value for money and customer service.

Your Private Banker together with our team of specialists:

  • Draw a portfolio as per your risk-profile and investment objectives
  • Monitor, update and optimise your portfolio
  • Report portfolio progress and follow up on an agreed basis

Investment Advisory Services

For your own investment decisions, you may gain direct access to the investment research, analysis and advice of our investment experts. Timely, efficient dealing and execution are all part of the service, with our advisory services also providing regular investment recommendations in your areas of interest.

You may

  • Obtain advice on investment methods and the composition of your portfolio
  • Ensure that your portfolio is monitored, balanced and optimised
  • Perform your own trades through the trader
  • Continuously keep abreast with market developments

Discretionary Portfolio Management

Being able to find the time to manage investments effectively in today’s fast-moving markets can be difficult. Our investment specialists will help you understand and access every key international market through the services of a Private Banker who handles all the day-to-day management of your account through a round the clock service.

Fiduciary services

If you own assets in other countries or in a country that imposes high taxes, or if your heirs live abroad, you may need to plan for tax and ownership issues in their country of residence. We can help and assist in the design and implementation of an international trust or other fiduciary solution to help you overcome these types of challenges and meet your financial objectives. Mauritius offers numerous tax advantages through its vast network of Double Taxation Avoidance Agreements with over 30 countries.

Investment Products | SBM

HOTLINE : 207 0111 / 202 1500 [FROM 08:00 TO 18:00 MONDAY TO FRIDAY]

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