In recent years, Indian investors have increasingly looked beyond their domestic borders to structure their assets to preserve them for future generations, to leverage market opportunities for business growth, and to diversify their investment portfolios and reduce risks.
They are faced with a host of factors, one of them being which jurisdictions to choose that offers the security, reliability and stability, allowing them to sleep at night, knowing their wealth is protected.
BTG Fiduciary operates from two of the world’s most renowned and dynamic financial centres, Mauritius and Switzerland. Both stand out as a compelling choice for Indian investors seeking strategic advantages and regulatory stability. However, each has its own specific reasons to choose as places of specialist expertise to help achieve financial goals.
Why Mauritius?
Situated strategically in the Indian Ocean, Mauritius has established itself as a trusted jurisdiction over the last three decades. The island serves as a strategic entry point for cross-border trade and investment flows into the African continent – a region rich in untapped potential and growing economic opportunities. Indian corporates keen on expanding their footprint in Africa find Mauritius an ideal platform due to its cultural proximity, historical ties, and economic and political stability. The economic agreement between India and Mauritius also empowers Indian companies to establish operations and service centres in Mauritius to expand their reach into diverse African markets.
Furthermore, Mauritius serves as a gateway to international investment opportunities, enabling Indian investors to diversify their portfolios across different asset classes and geographic regions and preserve wealth for future generations through tax-efficient structures and solutions. Its robust legal framework and efficient tax regime, coupled with its ease of doing business, make it a reputable and internationally compliant jurisdiction.
Why Switzerland?
Switzerland is often seen as the epitome of international finance, known for its discretion and expertise in managing private wealth. Situated in the heart of Europe, the country’s strong legal framework protects client confidentiality in line with the increasing international requirements for transparency. Offering some of the world’s most sophisticated financial services, the Swiss economy is one of the most stable and resilient in the world. The Swiss Franc (CHF) is seen as a safe haven currency, offering a hedge against currency volatility and inflation.
While Mauritius is the gateway to Africa, Switzerland serves as a strategic gateway for Indian investors seeking to access and expand into European markets across various sectors. Through long established network of agreements, they can operate across Europe under simplified regulatory conditions.
Switzerland is renowned for its expertise in wealth management and private banking, catering to high-net-worth individuals and institutional investors worldwide. Indian investors can leverage this know-how to access global investment opportunities, diversity their portfolios, optimise tax efficiency and ensure wealth preservation.
How to choose?
A careful assessment of the key factors of regulatory standards, tax policies, political and economic stability, reputation, infrastructure and ease of doing business, alongside the financial objectives of the client, should be carried out in collaboration with professional advice. At the end of the day, choice of jurisdiction comes down to what best suits the client’s individual needs.
BTG’s team in both Mauritius and Switzerland has decades of local and global experience and understands how clients can achieve the maximum benefit from the most appropriate jurisdiction. As an independent and privately owned company, which values a solution-oriented approach to our service, we are able to forge long-term relationships with our clients to deliver exactly what they need at any particular point in their life or business cycle.