Your own special fund.
Gutmann as a competent partner.
An optimal structure for your assets, with considerable tax advantages.
Set up your own personal investment fund, tailor-made of course. Versatile. And entirely to your taste. Together with us, you define the strategy for your own investment fund. You determine who participates and sits on the advisory board.
Your personal investment fund "wraps" your assets, holding them in one or more custody accounts. To preserve them for generations.
Your personal investment fund.
Optimal structure for your assets.
-
1.
We offer all custodian bank and investment company services, from administration to management
-
2.
Recommended minimum volume: from EUR 4 million per segment with management by Gutmann, and from EUR 5 million for an administration-only mandate
-
3.
Set up within weeks
Everything from a single source.
Gutmann. Custodian bank and in-house investment company (KAG).
-
Tax benefits and optimization for private investors subject to tax in Austria
-
Consolidation simplifies asset administration (bookkeeping, accounting, taxes)
-
Additional oversight by auditors
-
Efficient joint investment for multiple investors
-
Reporting and management tailored to your individual needs
FAQ
Do you have questions?
-
You decide whether to use all or part of our services. Our offer includes all custodian bank and investment company services from administration to management. The recommended minimum volume with management by Gutmann is EUR 4 million per segment, and EUR 5 million for an administration-only mandate (fund structure without Gutmann management).
-
The tax advantages of a special fund for a private investor subject to tax in Austria are substantial.
- Losses can be carried forward over several years
- 40% of realized and undistributed capital gains are taxable only upon distribution / sale (tax deferral effect)
- Significant cost elements can be used to reduce tax burden
- No VAT on significant expenses (e.g. investment company management fee, custodian bank fee)
- Adjustable (more flexible) distribution policy -
Gutmann sets up a special fund within a few weeks.
Phase 1 - Planning: Definition of investment guidelines, coordination with fund managers
Phase 2 - Implementation: Preparation of necessary documents and contracts, defining the start date, setting up accounts and securities accounts, initial subscription -
Reporting on the development and management of the special fund is tailored to your needs. This includes:
- Gutmann Portfolio Report: Comprehensive view of all fund holdings (accounts and securities accounts)
- Gutmann Online Reporting: Up-to-date online access to account, custody and fund accounting data
- Gutmann Risk Reporting: Portfolio monitoring using various financial mathematical criteria
- Investment Committee Meetings: Personal meetings briefing investors -
Potential returns in these structures and investments correlate directly with risk. Higher potential returns imply higher risk.
Diversifying across multiple securities can reduce overall investment risk. However, individual risks cannot be ruled out. Investments in the money and capital markets are subject to the following risks: Price risk, currency risk, credit risk, liquidity risk, default risk and operational risk.
