Strategia

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STRATEGIA WEALTH MANAGERS - COMMUNIQUÉ
Services financiers Strategia et Ekada se rapprochent pour devenir un acteur important de la gestion de fortune Offrir des services de gestion d’actifs à plus forte valeur ajoutée, tel est l’objectif derrière...
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Inflation explained: is it the right time to invest?
Inflation explained: is it the right time to invest? In its latest world economic outlook, the International Monetary Fund has revised downwards its global growth forecast for 2022 from 4.4% to 3.6%. Furthermore,...
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Russia and Ukraine war – What is the reaction on the market?
Russia and Ukraine war – What is the reaction on the market? On 24 February 2022, Russia launched a full-scale invasion of Ukraine. The invasion resulted in a global economic disruption. This article provides...
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Understand what is a KYC and a Customer Due Diligence (CDD)
What is a KYC or a CDD? How does this apply to an individual? Financial Services Providers such as Investment Professionals, Insurance Companies, banks or Designated Non-Financial Business Professionals...
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What Is the Difference Between Investment and Wealth Management?
What Is the Difference Between Investment and Wealth Management? In the financial world, there is investment, and there is wealth management. While these two terms sound like they could have similar definitions,...
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The Role of a Wealth Manager in 2022

The Role of a Wealth Manager in 2022 For most advisors, wealth management is a lifelong process, but at Strategia Investment Solutions, we believe that wealth management should be a process intended to...
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Do overseas inheritance attract additional inheritance tax (Mauritius)?
Do overseas inheritance attract additional inheritance tax (Mauritius)? The passing of a loved one is an unfortunate time to have to untangle a complicated legal knot. But inheritance can be tricky, especially...