Family Offices.

Complex assets need clear structures.

Family offices often move between liquid assets, participations, real estate and various investment mandates. Assets are often organized across several banks, strategies and structures.

Gutmann supports family offices in the professional investment of liquid assets.

For over 100 years.

Since 1922.

Gutmann is an independent Austrian private bank and is 100% owner- and partner-managed.  This ownership structure still characterizes our approach today: long-term thinking, short decision-making processes and a deep understanding of wealth.

We combine institutional investment expertise with the personal management of complex private assets. With our own investment company, independent asset management and experience in supporting business families, foundations and family offices.

This combination is unique in Austria.

More about Gutmann

Our approach.

  • Investments first.

    Investing is our core business. Our own investment company and our portfolio management enable the professional implementation of individual investment strategies. The focus is on long-term asset development, broad diversification and professional risk management.

  • Your special fund.

    Family offices often require a consolidated structure for different strategies, asset managers and asset classes. With special funds, we create a setup that efficiently bundles management, reporting and investment control.

  • Everything from a single source.

    The custodian bank, KAG and asset management work closely together at Gutmann. Management, administration, reporting and custodian bank functions are carried out within a coordinated structure with clear contact persons and short decision-making channels.

Our expertise.

  • 1.
    Asset Management
    Put your trust in Gutmann experts when putting together your portfolio. Pure strategies in equities or bonds are the basis for this. We are also happy to offer a mixed portfolio in which we reconcile your desired return with your risk tolerance.
  • 2.
    Asset structuring
    Your assets are "encapsulated" in your personal investment fund and held in one or more custody accounts. Together with Gutmann Kapitalanlagegesellschaft, you can design
    your fund structure, from individual securities to multi-manager funds.
  • 3.
    Services and Reporting
    We offer comprehensive services and individual reporting for the optimal implementation of your investment. Benefit from our expertise and our experience with external international managers.
FAQ

Do you have questions?

  • We are aimed at single family offices and multi-family offices that are looking for a reliable, competent and owner-managed partner for the management of complex asset structures.

  • We offer:

    - Analysis and structuring of complex assets in the form of asset management, investment advice and special funds
    - Support with strategic investment decisions
    - Professional asset management
    - Individual reporting

  • With the structures and investments shown, the potential return depends directly on the risk. The higher the potential 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. For example, 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.

Make an appointment with us today.

Contact us