Asset and Wealth Management

Clients in the Asset and Wealth Management (AWM) industry comprise a significant part of our client base. Our typical AWM clients are affiliates of global multinationals or of regional investment funds. In fact, our jurisdiction has emerged as a regional AWM centre and we view this sector as strategic to our growth.

Over the years, we have built sustainable and successful relationships with Mauritius-based entities with foreign parents and overseas subsidiaries located across several regions, viz:

  • Africa & Middle East – United Arab Emirates, South Africa, Angola, Ghana, Kenya, Nigeria, Tanzania, Uganda
  • Asia Pacific – India, Singapore, Australia, Malaysia, New Zealand, Thailand, Hong Kong, Bangladesh
  • Europe – United Kingdom, Germany, Netherlands, Guernsey
  • Americas – USA

We provide mainly statutory audit services to our AWM clients, but our service offerings also include:

  • Invest structuring and tax planning
  • Investment valuation
  • Reporting on interim and annual financial statements of Mauritius subsidiaries of quoted overseas companies for consolidation purposes at parent company level
  • Reporting on special purpose information to auditors of overseas parents
  • Compilation and review of financial statements
  • Reporting on compliance with contractual agreements
  • Preparation of IFRS consolidated / stand-alone annual statutory accounts and interim accounts, with detailed IFRS disclosures.
  • IFRS Technical support
  • Group reporting to parent auditors

We provide a wide range of assurance and non-assurance services to the Asset and Wealth Management industry