Strategy 01
Multi-Asset Core
Global equities, investment-grade credit and selective duration, rebalanced quarterly with a written risk overlay. The anchor of most mandates.
Division 03
Capital, curated.
ARETEUM Asset Management is an independent wealth management family office based in Luxembourg. We operate precisely where principals and single-family offices need us: combining and coordinating investments strategically — whether private matters or corporate dispositions — with forward-thinking planning, cross-industry expertise, and a network built over decades.
§ I — Philosophy
What we actually manage.
We manage two things at once: the portfolio, and the distance between the principal and the portfolio. Performance without fit is worthless. Fit without performance is sentimental. Our work is to do both.
Every mandate begins with a written Investment Policy Statement that reflects the principal's liabilities, horizon, tax residency, liquidity needs, ESG preferences and risk tolerance in objective terms. Everything we do is measured against that document — not against a benchmark that does not reflect the client's life.
§ II — Strategies
Four strategies. Combined to fit.
Each mandate combines these strategies in a ratio defined by the IPS. They are not products. They are building blocks of a composition.
Strategy 02
Private Markets
Access to vetted private equity, private credit, and real assets — including the ARETEUM Infrastructure platform — via primary funds and co-investments.
Strategy 03
Income Stability
Cash-flow-matched ladders, inflation-linked instruments and infrastructure yield, designed for principals with spending obligations measured in decades.
Strategy 04
Sustainable Mandates
SFDR Article 8 or 9 portfolios with documented screening, engagement and impact reporting — not marketing-grade ESG overlays, but underwritten mandates.
§ III — Governance & Reporting
What you see, every month.
- Monthly
- Performance & positioning
- Quarterly
- Written commentary & IPS review
- Annually
- Audited statement & AGM
- Custody
- Independent, client-chosen
- Fee structure
- Flat ad-valorem, no retrocessions
§ IV — Engage
Private mandate enquiry.
- Direct
- info@areteum.eu
- Minimum mandate
- On request