I inherited some money.
Those who inherit take on more than assets.
An inheritance not only brings with it wealth, but also a lot of responsibility and plenty of questions. Whether it's about long-term value preservation, new goals or bringing structure to your inheritance - we can help you with this from an investment amount of EUR 500,000.
Your inheritance is valuable. What you do with it, is crucial.
Inheritance requires more than just administration. It needs attention.
What is your legacy?
Before your assets are put to work, we clarify what is important to you: preservation, passing on or shaping with impact? Together, we will develop a plan that suits your legacy - structured, personal and with the peace of mind that such decisions require.
What you can expect from us.
- 1.Creating orientation.We talk about your situation, goals and what you want your legacy to mean to you - whether it's preservation, growth or passing on.
- 2.Structure your assets.We develop a clearly structured portfolio of equities and bonds - tailored to your risk appetite and time horizon.
- 3.Overview at all times.With the Gutmann app, you can see your securities account at a glance. Plus: exclusive content with updates and background information - easy to understand as a newsletter or short video.
Do you have questions?
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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.
- Let us explain the difference with an example from music: In asset management, we are the conductor. You define the musical style, we lead the orchestra. With our experience, we orchestrate the best sounds so that your assets resound in perfect harmony - while you sit back and enjoy the concert.
In investment advice, on the other hand, you are the composer. You set the rhythm and determine the structure. We offer you the necessary infrastructure to get the most out of your composition - but the creative freedom remains entirely yours. - A balanced portfolio usually consists of a mix of equities and bonds. We determine what this allocation looks like together. We invest in what is convincing: the best companies worldwide. Our portfolios consist of 50-60 selected individual stocks, equally weighted and regularly balanced. We think in terms of themes, not trends - and invest according to 6 strategic focal points. Because we are not traders, we are investors.
- Special funds offer an optimal structure for your assets with considerable tax advantages. You can set up your own personal investment fund from a minimum volume of EUR 4 million. Together we determine the strategy and define the group of participants and advisory board members.
- 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.
