Family playing chess and eating cake.

Portfolio Management.

Your needs.
Our responsibility.

You want to invest your assets wisely - but don't want to have to think about it every day. From an investment volume of 500,000 euros, we design your personal investment strategy.

You tell us what is important. We take care of everything else - from planning and implementation to ongoing monitoring.

Good decisions rarely have an expiration date. But they often have an ideal moment.

The “taking-measure” process.

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. Expected returns and risk tolerance play a key role, as do legal and tax aspects. If so requested, we include your family structure in the planning process. You decide on the scope and intensity of our personal support.
  • 1.
    Planning
    The basis for a successful strategy is an understanding of your goals.
  • 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
    The implementation of your strategy takes a balanced approach towards market expectations and opportunities.
  • 4.
    Control
    Continuous monitoring of your objectives effectively controls the implementation and progress of your strategy.

Quarterly Report.

In the first quarter, we expierenced an emotional rollercoaster on the stock market that would have been enough for an entire year. Our clear strategy and discipline help in a challenging environment.
FAQ

Do you have questions?

  • To have a good discussion and, above all, to find the best investment strategy for you, it helps if you think about a few things in advance. What do you want to achieve with your investment - long-term value growth or rather value preservation? What is the available volume? What returns do you expect and how flexibly should the money be available?

    Don't worry if you don't yet have the answers to all these questions. We will guide you through all the issues step by step and with a great deal of expertise.

  • Portfolio management and investment advice can also be compared to sport. In portfolio management, we are your coach. You set the goal, we train the team. With our expertise, we develop the best strategies and guide your assets to success in a targeted manner, while you monitor the results.
    When it comes to investment advice, you are the coach. You decide the team's tactics and which players are on the field. We give you the best moves and analysis so that you can make the right decisions.

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

  • Here you can find more information on our investment solutions for sustainable investments.

  • Your portfolio is tailored to you, your needs and your risk profile. With every investment, 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, interest rate risk and operational risk. Your client advisor will be happy to discuss the details of these risks during your consultation.

Make an appointment with us today.

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