I have money. What now?
Growth does not start with the current account.
You have money - but no plan yet?
Whether you want to start, structure or grow: We accompany you personally and independently. From an investment amount of 500,000 euros, we work together on a portfolio that suits you.
Your capital can do more. We show you how.
Your fortune was patient enough.
Your money is waiting. What for?
Before you invest, we clarify what really counts for you:
Growth? Security? Or a plan with a different structure? Together we will find out which investment solution suits your life - individually, personally and with digital support. Without prior knowledge. Without pressure. But with clear values.
What you can expect from us.
- 1.First understand - then plan.Before we design your portfolio, we talk about your goals. What do you want your assets to achieve? For how long? And how much risk are you comfortable with?
- 2.We build your portfolio.Based on your ideas, we put together a sensible asset allocation of equities and bonds.
- 3.Overview at all times.Keep an eye on your assets with the Gutmann app. Plus exclusive content - compact market updates, analyses and videos to keep you up to date.
On the way to more impact.
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.
- 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.
