Invest assets.

You want to preserve and increase the purchasing power of your assets. To do this, you are looking for a reliable partner with a deep understanding of people and markets. Gutmann is your reliable partner for investments.

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Private Banking. Customized Investments.

We listen to you and advise you independently. Discover with us the variety of investment opportunities within the framework of Gutmann portfolio management and investment advice.

Your assets in good hands.

In the so-called “taking-measure” process, we get to know each other. We discuss your future objectives and support you in developing your personal investment strategy. We include your family structure in the planning process. 
  • 1.
    Planning
    You give us insight into your personal life situation and family structure. The basis for a successful strategy is an understanding of your goals. Only then can we give you the best possible advice. With our extensive know-how and international partner network, we cover a wide range of topics.
  • 2.
    Strategy
    In order to realize your goals and recommend the optimal investment structure, we focus on a strategy that carefully balances risk and return.
  • 3.
    Implementation
    Your investment is implemented in the optimal form for you. Our experts actively implement your chosen strategy and make investment decisions in line with the market. You decide on the scope and intensity of our personal support.
  • 4. 
    Control
    We continuously monitor the development of your portfolio. Transparency is very important to us. You determine the scope of the reporting. 
FAQ

Do you have questions?

  • You can opt for portfolio management management and/or investment advice. With portfolio management, we work together to develop the best investment solution for your family. You then delegate the management of your assets to us. If you prefer to receive investment advice and make the decisions yourself, then investment advice is the right solution for you.
    Two personal contacts are available to assist you and your family with this decision. Together we will find out which is the most suitable investment strategy for you, according to your personal wishes.

  • We create customised solutions from an investment amount of 500,000 euros. Contact us here and arrange a consultation appointment with us at one of our 5 locations.

  • Your portfolio is tailored to you, your needs and your risk profile. With every investment, the possible return depends directly on the risk. The higher the possible return, the higher the risk.
    By investing in several different securities, the risk of the entire investment can be reduced. Nevertheless, individual risks cannot be ruled out. Investments in the money and capital markets are, among others, subjects to the following risks: price risk, currency risk, credit risk, liquidity risk, interest rate risk, operational risk. Your client advisor will gladly go into detail about these risks during your personal meeting.

  • In the Gutmann app your current status of assets, account and custody account movements, reports, analyses and much more are available to you digitally, quickly and securely with just a few clicks. Learn here more about the Gutmann app.

Make an appointment with us today.

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