FINANCIAL SERVICES

Louis Group International provides clients in South Africa, Switzerland and the Isle of Man with an extensive range of financial and fiduciary services. We consider it both our privilege and our mission to manage our clients' financial assets while taking into account their unique investment needs, ensuring that the necessary protection mechanisms and strategies are put in place to enhance wealth.

LICENCES & DISCLAIMERS

  • Louis Group (IOM) Limited is licensed by the Isle of Man Financial Supervision Commission.
  • Louis Group (South Africa) is licensed by the South African Financial Services Board.
  • Louis Group (England) does not conduct financial services activities and is not licensed by the Financial Services Authority. In the United Kingdom, the financial promotion content contained within this website is exempt from the general restriction (in Section 21 of the Financial Services and Markets Act 2000) on the communication of invitations or inducements to engage in investment activity as it is only directed at persons outside the United Kingdom in accordance with Article 12 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005, and must not be acted on by persons within the United Kingdom.

LOUIS GROUP PROPERTY PARTNERSHIPS

In the early 1970s, Colia Louis sourced a landmark building at a bargain price and offered it to an established client. The client's response, "If it's such a bargain, why don't you buy it?" inspired the formation of the Group's property strategy, which is to co-invest in property purchases and then maximise the investment by providing a comprehensive building management service. Over the following years, Louis Group has offered its clients the opportunity to co-invest in private property investment opportunities. Louis Group has extended its global reach in property partnerships to South Africa, England, Isle of Man, Germany and Switzerland.

The investment is further enhanced by the fact that Louis Group offers the investors non-recourse access to institutional finance, a professional property management service to manage the asset, and a property brokerage service to ensure healthy tenant relationships and the mechanisms to dispose of the asset at an appropriate time.

LOUIS GROUP ISLE OF MAN

Louis Group Isle of Man provides a range of fiduciary services from its operations in the Isle of Man, which are governed by the Financial Services Commission. These services include the formation and administration of companies, trusts and foundations and the full range of asset protection structures in offshore jurisdictions.

  • Personal and business succession planning
  • Executorships and administration of deceased estates
  • Trusts & corporate services
  • Establishment and administration of trusts
  • Drafting of commercial agreements
  • Establishment of corporate entities

LOUIS GROUP TRUSTEES

Louis Group Trustees provide a range of fiduciary services from its operations in South Africa, which include the formation and administration of companies, trusts and foundations. Our strategic approach to advising our clients on their investments includes a consideration of their estate planning requirements and establishing appropriate and robust structures to help ensure the preservation of the value of their assets.

  • Drafting of wills and codicils
  • Estate and estate duty planning
  • Personal and business succession planning
  • Wealth preservation
  • Executorships and administration of deceased estates
  • Trusts & corporate services
  • Establishment and administration of trusts
  • Drafting of commercial agreements
  • Establishment of corporate entities

LAM (SWITZERLAND)

Capital preservation and strong liquidity are the trademarks of our investment strategy with the asset management services provided by LAM in Zurich. Our objective is to ensure that each portfolio is constructed in such a manner that it takes into consideration our client’s investment preferences and restrictions. We pay careful attention to the investment objectives, risk tolerance, liquidity needs and risk profile of each client. Our investment professionals utilise fundamental market and economic analysis and have regular inter-action with our clients, thereby ensuring the preservation and long-term, sustainable financial growth of their assets.

FM2

Our wealth management company in South Africa – FM2 – is an independent financial advice practice managed by accredited Financial Planners. In accordance with the financial planning process of the Financial Planning Institute. All financial advice offered considers the interests of the client in reviewing the overall market and is independent of any allegiance to a particular product provider.

This process begins with an in-depth analysis of a client's financial position and lifestyle aspirations to help them identify and define the investment strategy that best suits their immediate and long term requirements. Risk profiles are established and financial performance targets determined, whereupon a tailored and comprehensive investment solution is developed. This can include a variety of financial services and products, including life insurance, health, disability and dread disease insurance, retirement planning, efficient tax management, estate planning and family wealth transition planning. Once agreed upon and implemented, it is carefully and stringently evaluated to ensure it remains in line with the initial strategy and in so doing provides clients with the necessary financial peace of mind.



SEARCH LOUIS GROUP

Loading...