Wealth Manager Selection

Meet your investment objectives in the global economy – make the most of wealth managers

Creatrust will help Family Offices and HNWI to select Wealth Manager in Luxembourg and abroad.

The following services are therefore provided:

carrying out of a due diligence on wealth managers based on their experience and track record
supervising and coordinating the execution of the various mandates
acting as a "controller" of and providing transparency to costs, fees, custodian charges, commissions and any set-up fees
reviewing of the allocation among asset classes to match the Family Office's objectives, covering a range of financial instruments such as real estate, private equity, hedge funds, art works, securities, insurance policies, ...

structuring of leverage, hedges, monitoring of debt levels, currency allocations, ...
same-side-of-the-table approach to outsourcing Wealth Management (Creatrust is not an asset manager and provides only economical advice) and reviewing of asset manager capabilities, due dilligence and monitoring
negociation of conditions with Wealth Managers, custodians, bankers or financial institutions while keeping an eye on counterparty risks, costs and fees.

Further Information on:

Family Office