Fund Manager Selection

Understanding global investment objectives to increase portfolio yields

Creatrust will consider the assets, income needs and taxation concerns of family office and high net worth individual clients so that they can achieve the financial instruments, structures and fund managers that are best suited to their needs.

 

The family office client benefits from a dedicated team of experienced and competent professionals for the management of the family's assets and, by acting in a supervisory capacity, Creatrust coordinates the execution of the various mandates granted to the fund manager to help clients achieve their objectives.

 

Creatrust will:

  • review the allocation of asset classes requested by the family office, including real estate, private equity, hedge funds, art works, securities and insurance policies

  • create reporting tools

  • monitor leverage, hedges, debt levels and currency allocations

  • select and monitor asset management professionals (please note that Creatrust is not responsible for asset management and will only provide general economic advice)

  • negotiate with bankers, fund manager or financial institutions while keeping an eye on counterparty risks, costs, fees and expertise

  • conduct due diligence on the fund managers

 

Creatrust will also provide a full consolidation of these assets and will consolidate fund managers' reporting, enhancing your ability to compare information and track potential risks and conflicts of interest. For further Information on reporting and our Private Asset Reporting Package, please click here.

Creatrust is a member of Allinial Global, an association of legally independent accounting and consulting firms

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