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

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