About Us
Fidelity Pacific Business Corp is an Independent Wealth Management company based in Mauritius
We provide multi-asset class and multi-currency geographically diversified investment management services to High-Net-Worth Individuals (HNWI) and their families. With us, you can deal locally while having your assets held around the world in different jurisdictions and with different custodians.
Our exclusive cooperation agreement with the Forvest Group Switzerland allows us to provide our clients with customized investment solutions best suited to their goals and objectives with the support of the highly qualified investment specialists of the Forvest Group (www.forvestglobal.ch).
Fidelity Pacific Business Corp is licensed as an Investment Advisor and regulated by the Financial Services Commission of Mauritius.
Why Choose Us
- Our strong partnerships with renowned and leading Mauritian and International custodian banks allow us to open and manage Investment accounts around the globe on behalf of our clients.
- Our exclusive cooperation agreement with the Forvest Group Switzerland allows us to offer our clients several generation of investment experience supported by a renowned team of professionals hardly available as yet in Mauritius.
Our Services
- We provide a holistic and tailor-made approach based on the client’s needs
- Discretionary Portfolio Management
- We provide customized Lombard lending solutions from selected banks and have access to their digital Internet Platform to view the portfolios
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Advisory Portfolio Investment Services :
- Fidelity Pacific Business Corp provides consolidated reviews of our client’s portfolios
- Estate planning assistance
- Corporate governance and compliance guidance services
Our Team
David Wollach
Director45+ years of experience, including roles as Financial Analyst with UBS, Geneva and Vice President of Barclays Bank Switzerland, before founding Forvest Trust. Business Engineering degree in Economics and Marketing, Dr.h.c degree from the Hebrew University of Jerusalem
Jean-Luc Merryweather
DirectorFormer head of Finance at Lloyds Bank - IPB Geneva. Extensive international experience in development and monitoring of business strategies, wealth management and financial control
Denis Tze Sek Sum
Director35+ years of experience in Accounting and Financial Services, acquired in Canada and Mauritius. Member of the Chartered Professional Accountant of Quebec and Montreal
Unique advantages of Mauritius
1.3 mio population with a competent and bilingual labor force
Social, fiscal and political stability
Regulated jurisdiction based on both English and French laws with the Privy Council as the ultimate Court of Appeal
Moody’s Baa3 (Investment Grade) with stable Outlook
Compliant with Basel III, FATCA, OECD standards for automatic information exchange
Strong commitment to adhere to international norms on Anti Money Laundering, Terrorism Financing, Tax Transparency and Compliance
Extensive network of bilateral agreements (Double Taxation Agreements & Investment Promotion and Protection Agreements) that guarantee investment capital/returns and repatriation
Member of main regional trade blocks (SADC, COMESA, AU, EAC and IORA)
1st African country to sign free trade agreement with India and China
Ideal time zone (GMT+4) to trade with Asia, Europe and America
Official languages: English and French
Mauritius Vision 2030 – in line with a 45% increase to the economic value by 2030
Contact
Contact:
David Mootou
Email:
info@fidpac.mu
Tel:
+230 211 6242
Office address:
Suite 503, 5th Floor, St James Court, St Denis Street, Port Louis, Mauritius