INTRASIA  WEALTH
Regulated in Mauritius & South Africa
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Private Client Value Proposition

Wealth management built on clarity, trust and long-term relationships

Regulated in Mauritius and South Africa
Offices in Mauritius · London · Dubai · Cape Town
01 · The Firm

Institutional depth, boutique attention

Intrasia Wealth is an independent wealth and investment advisory. We work with individuals, families and business owners who value thoughtful guidance and disciplined management of their wealth, from a first portfolio to multi-generational structures.

Mauritius
Financial Services Commission
Investment Adviser (Unrestricted)
Licence No. IX24200006
South Africa
Financial Sector Conduct Authority
Authorised Financial Services Provider
FSP No. 54955

Backed by the Intrasia Group, a diversified financial services group established in Singapore spanning fiduciary services, fund management, corporate services, property and mining, the firm offers a truly integrated cross-border platform.

02 · What We Do

Three disciplines, one relationship

Investment Management

Discretionary and advisory portfolios in USD, EUR and GBP, built from direct equities, ETFs and funds, implemented through regulated custodian banks across fixed income, equity and alternative allocations.

Structuring & Fiduciary

Fiduciary services, corporate set up and structuring, intellectual property registration and management, and management company services, with accounting, legal and compliance support internationally.

Residency, Insurance & Banking

Mauritius residency program assistance for relocating families, insurance and assurance solutions, and facilitation of banking and lending relationships in Mauritius and internationally.

Serving individuals, families and business owners in South Africa, Mauritius and internationally, supported by in-house compliance and screening capability.
03 · How We Work

A mandate, not a sales process

1

Scoping

We begin with your objectives, time horizon, liquidity needs and risk tolerance, and agree the mandate's objectives and constraints in writing.

2

Onboarding

Client due diligence and account establishment with regulated custodian banks, completed under applicable Mauritius and South African regulatory requirements.

3

Implementation

Portfolios and treasury structures are implemented within the agreed mandate, through regulated custodian banks.

4

Reporting

Regular consolidated reporting covering positions, performance, transactions and fees, with direct access to the advisory team.

Client assets are held in the client's name with regulated custodian banks. Intrasia Wealth does not take custody of client assets.
04 · Investment Mandates

Three mandates, stated plainly

Fixed income Equity Cash & alternatives
Defensive
70%
15%
15%
Low–moderate
Balanced
42.5%
42.5%
15%
Moderate
Growth
85%
15%
High

Portfolios are managed in USD, EUR or GBP. Minimum investment USD 50,000. Allocations shown are strategic targets; mandates are rebalanced within agreed ranges, with frequency and reference benchmarks agreed per mandate at inception.

05 · Mauritius & Contact

Africa's financial centre, a home for family wealth

Mauritius is Africa's leading international financial centre: a network of over 40 double taxation treaties, an established banking and custody ecosystem, a hybrid common and civil law framework, and a time zone bridging Asian and African markets. The jurisdiction permits free repatriation of capital, has no estate duty, and offers established residence permit routes for investors, professionals and retirees.

MauritiusLondonDubaiCape Town
Private Client Desk
Head Office
Aventure Du Sucre Street, Block 3, First Floor, The Strand Beau Plan, Pamplemousses 21001, Mauritius
Online
Intrasia Wealth Limited is licensed by the Financial Services Commission of Mauritius as an Investment Adviser (Unrestricted), Licence No. IX24200006, and is an authorised Financial Services Provider (Category I) regulated by the Financial Sector Conduct Authority of South Africa, FSP No. 54955. This presentation is for information purposes only and does not constitute investment advice or an offer of services.