We offer asset management services to clients who wish to entrust investment decisions to us and do not wish to engage in the management of their assets themselves. Our first step is to conduct an in-depth taking-the-measure talk to fully understand the client’s requirements from the very beginning. Working with you, we define your goals and risk tolerance and formulate clear guidelines for your investment strategy. This thorough process enables us to manage your assets in the most effective manner. In defining the orientation of your portfolio, we take into account your personal investment constraints such as cash flows, saving-up periods, near-term and long-term goals, etc. Whether your aim is to protect and grow your assets over the long term or whether you require a purpose-oriented short- to medium term investment – we guide you safely to your goal. For assets above a certain volume we offer special funds (funds for large investors).
You are advised by two experienced members of our staff, who can be reached at any time and will always have time for you. Our advisors have decision-making powers and will provide their support to you for many years.
Periodic reporting serves not only the purpose of providing a transparent overview of the performance of your investments but also gives us an opportunity to quickly adjust the portfolio to any change in targets based on your feedback.
You will receive a portfolio report at any time upon request or via our Online Reporting service on the Internet. Charges and asset management fees are based on the size of your portfolio and the frequency of transactions and will be agreed individually.
The four pillars of your investment success
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Contacts
For more information please contact our Gutmann Private Banking relationship managers.
