Wealth Management


As a representative of SWAN, one of the largest asset and wealth managers in Mauritius, our investment portfolio strategies are supported by SWAN’s global market insights and a range of investment capabilities unmatched in Mauritius. MIO tailors independent financial products to meet the needs of institutional investors, pension funds and government-affiliated institutions. We cater for your unique financial objectives and risk profile with a broad range of investment options in foreign equity funds, mutual funds, and structured solutions. As a Wealth Management client you have access to advisory services providing investment advice for growing and managing your portfolio. These services provide strategic backup for your investment decisions, based on an in-depth understanding of both the market and your aspirations. We are also able to provide multi-asset strategies, comprising of equities, fixed income and alternative investments that aim to deliver high returns, while effectively managing risks.

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Securities


Through SWAN Securities, established in 1989, we are able to advise local and foreign clients on equity issues and provide quality research. Like our Principal, SWAN, our primary focus is to help you grow and keep secure your wealth as you advance through life, and ensure that your vision of prosperity and the future is assured.

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