Our role, as financial advisors, consists in analysing our clients’ situation, reviewing all their personal, patrimonial and fiscal needs in order to offer bespoke solutions, fitting with their asset management requests – which may vary from capital preservation, additional income to boosting savings, by an opportunistic method, taking advantage of short term movements observed on financial markets.
Our long-standing relationships with well established banks and large international investment funds enable us to identify economical trends and collect relevant information that help us make investment decisions.
The solutions we offer are constantly aligned with our clients’ specific goals. Being an independent firm, we guarantee total transparency regarding custodians and funds selection, commissions and fees; our asset management team accompanies our clients with a very clear and comprehensive approach, based on integrity and entrepreunerial spirit.
Bernard Gagelin, Chief Executive Officer
Q1 earnings have been terrific in the USA – though it looks like good news and recovery is already priced in and for perfection. At the same time, the desperation...
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In full accordance with your wishes, we determine the profile and investment strategy that is best fitted to your financial objectives.
The discretionary mandate enables Mascareignes Financial Management Limited to adjust your portfolio to financial markets fluctuations, when necessary and in your best interest.
• Client knowledge
• Diagnostic, assessment and advisory
• Monitoring and reporting
Support with investments structuration
Our independence and our extended network with third-party providers ensures access to top ranked and innovative investment solutions, carefully selected by our international asset management team.
We work in close collaboration with property experts in order to offer our clients diversification through real estate investments and if necessary, we help them with loan or mortgage schemes.