Are you interested in the financial markets? Do you want to make sure that your ideas will influence how your portfolio is managed? This is where our investment advisory services come in. We can carry out transactions on your behalf, and identify and analyse your preferred investment options. With Gutmann investment advisory, it is the clients who decide what investments to hold in their portfolios. We assist you in analysing investment ideas and carry out your transactions. The added benefit is a personalised investment portfolio designed with the active support of the investment advisor and a structured approach to the selection of securities.
Our service package
- One-on-one advisory meetings and the Gutmann taking-the-measure process
- Customised portfolio and client relationship management
- Market assessment
- Availability and prompt execution
- Periodic, personalised and individual reporting
- Access to Gutmann Online Reporting
- Account management
- Tax and legal support in investment matters
Contacts
For more information please contact our Gutmann Private Banking relationship managers.
