Are you wondering why and when to consult a Financial Architect? Discover how Boma Conseil can help you achieve your financial and wealth goals.

Establishing Your Needs, Defining Your Strategy

Whether you want to preserve a family estate for future generations, optimize the management of your overall wealth, or prepare for the transfer of your business, it is essential to define a clear strategy. Our financial architects will assist you in:

• Preserving and enhancing your wealth over the long term.
• Protecting your family in the event of unforeseen circumstances.
• Optimizing your financial, professional and tax affairs.
• Achieving your life goals (real estate acquisition, philanthropy, etc.).

Our experts are also here to listen to you and help you overcome your apprehensions about managing your wealth, such as:

1. Fear of not having enough, of overspending, of living beyond your means and not being able to maintain your lifestyle, of eroding your capital.
2. Worry about making poor investment decisions or not knowing how to manage your investments.
3. Anxiety over the complexities and uncertainties of procedures and formalities.
4. Concerns related to smooth wealth transmission and preservation of family harmony.

Personalized and Proactive Support Our support can be provided at any time during your personal or professional journey particularly during key events such as a succession, business sale, or asset acquisition. From the outset, we will conduct a comprehensive review of your overall wealth situation. Taking into account your objectives and personal circumstances, we will propose tailor-made solutions.

Financial Strategies and Implementation

Our dynamic team offers you:

1. A holistic analysis of your wealth, including financial portfolios, real estate, business interests, and personal assets.
2. A personalised strategy for managing your wealth.
3. Long-term simulations to assess the effectiveness of our recommendations.
4. A flexible and adaptable structure for your wealth.
5. Constructive collaboration with your other advisors (or with those we will have recommended to you at your request).
6. Concrete implementation and ongoing monitoring of your strategy.
7. Continuous adaptation of your strategy to reflect changes in your circumstances.

Boma Conseil offers you recognised expertise and a personalised approach to help you achieve your wealth goals. We support, advise, and defend your interests and those of your entire family with integrity and excellence.

Contact us

For all your financial and wealth management needs, please contact Boma Conseil at [email protected] for an appointment and an initial meeting.

At its last FOMC meeting (11-12th June 2024), the US Federal Reserve maintained its benchmark interest rate unchanged at 5.50%; this for the eighth consecutive time since July 2023 when it was last hiked from 5.25% to its current level. Since then, US central bankers have opted to hold firm on their monetary policy amid persistently elevated inflation prints in the world’s leading economy. While inflation is now clearly on a downtrend, it remains, at around 3.3%, substantially above the US Federal Reserve’s target of inflation at 2.0%.
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Going into 2024, financial markets were expecting at least six interest rate cuts over the next twelve months whereas current sentiment expects only one cut. Such a sharp repricing of monetary expectations in the market has kept financial conditions restrictive in the US Dollar space for a longer period than initially thought. We believe there is a high probability of a weakening of the US economy in the coming months as an increasing number of companies and households are potentially forced to refinance at significantly higher rates, negatively affecting profitability and purchasing power.
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Recent history has seen similar periods of interest rates plateau followed by a period of substantial economic slowdown. While a repeat of the Great Financial Crisis of 2008 is not our base case scenario, one should not ignore the elephant in the room: the recessionary environment that usually unfolds at the end of every economic cycle.​

Boma Conseil, a financial advisory firm, has quietly transitioned to its new headquarters nestled amidst the lush gardens of the Domaine de Labourdonnais. The renovated longère provides a serene and sophisticated workspace for the Boma Conseil team to serve its clients.

“We are thrilled to welcome our clients to our new home,” remarked Constantin de Grivel, Chief Executive Officer of Boma Conseil. “This move marks a significant milestone in our firm’s evolution, reflecting our unwavering commitment to providing exceptional service and fostering enduring client relationships.”

The new headquarters exudes a warm and inviting ambiance, perfectly complementing Boma Conseil’s personalized approach to wealth management. Clients can now enjoy private consultations in the comfort of the firm’s elegantly appointed offices, where they can discuss their unique financial goals and aspirations.

Boma Conseil’s core services remain unchanged, encompassing:

• Financial and Wealth Architecture: Expert guidance on estate planning, tax planning, investment management and real estate and other assets administration and management.

•  Portfolio Management: Customized investment strategies tailored to individual risk tolerance and financial goals.

• Corporate Advisory: Comprehensive services for businesses, including financial analysis, valuations, audits, restructuring and M&A advisory.

“Our focus remains on providing our clients with the sound financial advice they need to navigate the numerous challenges life throws at them,” concluded Constantin de Grivel. “We are confident that our new headquarters will serve us well as we continue to deliver the service our clients deserve.”

Boma Conseil, a financial advisory firm, is proud to announce that it has been granted an Unrestricted Investment Adviser license by the Financial Services Commission (FSC). This regulatory approval allows the firm to expand its service offerings and provide clients with comprehensive and expert investment advisory services.

With the Unrestricted Investment Adviser license, Boma Conseil is now fully authorized to provide a full range of investment advice and solutions to its clients, empowering them to make informed financial decisions and achieve their long-term wealth management goals. This achievement is a testament to the firm’s deep expertise, robust infrastructure, and unwavering dedication to client satisfaction.

“Obtaining this license reflects our ongoing commitment to meeting the evolving needs of our clients,” said Kugan Parapen, Chief Investment Officer at Boma Conseil. “We believe it strengthens our ability to offer comprehensive financial advice and support informed investment decisions.”

The Unrestricted Investment Adviser license enables Boma Conseil to further refine its services in several key areas:

• Investment Consultation: Delivering personalized investment recommendations based on individual client circumstances and financial goals.

• Portfolio Construction: Assisting clients in constructing and managing diversified portfolios aligned with their risk tolerance and long-term objectives.

• Market Insights: Leveraging in-house expertise to provide clients with ongoing market updates and analysis to inform their investment strategies.

“This approval represents a positive step forward for Boma Conseil,” concluded Kugan Parapen. “We remain dedicated to providing our clients with the sound financial guidance they require to navigate the investment landscape with confidence.”

Boma Conseil’s focus remains on providing its clients with access to a wide range of wealth and estate management solutions while maintaining its commitment to ethical practices and client-centric service. This regulatory approval signifies the firm’s commitment to continuous improvement and its dedication to supporting clients in achieving their financial aspirations.

Boma Conseil, a newly established wealth management firm, is poised to make a significant impact on the financial advisory landscape in Mauritius and beyond. With a team of experienced professionals under the leadership of Mr. Constantin de Grivel, Boma Conseil is dedicated to providing comprehensive wealth management and corporate advisory services tailored to meet the unique needs of its discerning clientele.

Experienced Team

Boma Conseil leverages a team with deep expertise in wealth and estate management, financial markets, investment strategies, and corporate finance. This foundation ensures clients receive the the highest level of expertise and guidance tailored to their specific needs.

Strategic Alliance

Boma Conseil’s management has secured the backing of the Grivel family as co-shareholders, a testament to the firm’s vision, capabilities and promising future. This strategic partnership provides Boma Conseil with access to a wealth of experience and resources, further enhancing its ability to serve its clients effectively.

Global Perspective

Recognizing the increasingly interconnected nature of the global financial landscape, Boma Conseil has established a presence in Nairobi, Kenya. This allows the firm to cater to a broader client base and explore opportunities across Africa.

Commitment to Infrastructure

Boma Conseil has made significant investments in its teams, systems, and infrastructure to ensure the highest level of security, efficiency, and service quality for its clients. The firm is committed to providing a seamless and secure experience for its clientele.

Client-Centric Approach

Boma Conseil distinguishes itself by plaing a strong emphasis on active listening and understanding its client unique needs and aspirations. Recommendations always prioritize the client’s best interests, ensuring their financial well-being remains paramount.

Building for the Future

Boma Conseil is poised to become a leading provider of wealth management and corporate advisory services in Mauritius and beyond. The firm’s experienced team, strategic alliances, global perspective, and focus on client needs equip them to help individuals and businesses navigate their financial journeys.