Creatrust > Services > Economic Advice and Financial Instrument Engineering > Wealth Manager Selection, Coordination and Control

Wealth Manager Selection, Coordination and Control


Creatrust will help Family Offices and HNWIs to select the best Wealth Manager to manage wealth and assets, both in Luxembourg and abroad.

 

The following services are therefore provided:

  • Thorough due diligence on wealth managers based on their experience and track record

  • Supervision and coordination of the execution of the various mandates

  • Ensuring transparency of costs, fees, custodian charges, commissions and any set-up fees and acting as "controller".

  • Revision of asset class allocation to ensure consistency with the Family Office's objectives, covering a range of financial instruments such as real estate, private equity, hedge funds, art works, securities and insurance policies

  • Structuring of leverage and hedges

  • Monitoring of debt levels and currency allocations

  • Same-side-of-the-table approach to outsourcing of wealth management (Creatrust is not an asset manager and provides only economic advice) and reviewing of asset manager capabilities, due diligence and monitoring

  • Negotiation of conditions with Wealth Managers, custodians, bankers or financial institutions while keeping an eye on counterparty risks, costs and fees.

 

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