Two groups of expenditures occur during the wealth management process. On the one hand the fiscal treatment of an investment and a wealth management solution and on the other hand the cost related to the management of the wealth and the underlying investments. Accordingly, Abeloo measures the achieved performance after the deduction of all taxes and costs. Ultimately, only the available amount for its own consumption is decisive.
Costs must always be considered in relation with the benefits of the investment and the wealth solutions. The risk adjusted performance realised by the investment and the tax benefits during the life of the wealth solution and even in case of succession should be taken into account.
In this matter, Abeloo disclose the fees for the management of the investments, the advisor costs, the costs of the wealth solution structure and of course the costs of each underlying investment.
Abeloo charges a very transparent fee structure and do not get any form of retribution which is not disclosed to the client. Abeloo has no agreement with any fund management company to preserve its full independency and freedom of investment choices and selection. Abeloo do not receive any sort of retrocession from other companies to avoid any sort of conflict of interest. Conflicts of interest arise when Abeloo’s interests interfere with those of our clients. Conflicts of interest may improperly influence our judgment, objectivity or loyalty. They can also expose us to reputational and financial risks.