Wealth management means wealth preservation
Our mission is comprehensive wealth management for Austrian and international entrepreneurs, trusts and foundations, families, and high-net-worth private individuals. Our service philosophy is to work closely with our clients. Our main focus is on protecting and growing our clients’ assets. This is achieved by providing individual advice, wealth management tailored to your needs, and careful risk management. It was precisely this special business model that enabled us to emerge from the 2008-2009 crisis stronger than ever.
Trust, expertise and privacy
We serve our clients on the basis of trust, through personal contacts and experienced advisers providing peer-to-peer support. For specialised advice we consult tax and legal experts. A discrete atmosphere guarantees the best environment for a detailed discussion of your personal investment strategy. In portfolio management we achieve optimum results by working through a network of international experts. The organisational structure at Gutmann is transparent and efficient: All processes are tightly controlled and monitored with utmost care.
The Gutmann Partnership Approach
The principal shareholder of the long-established Bank Gutmann is the Kahane family, a family of well-respected entrepreneurs. Therefore, the Bank is not exposed to any influence from domestic or international financial groups. Your assets are managed by partners in the true sense of the word: Selected senior executives are also committed co-owners of the Bank. As partners, we offer our clients a high level of commitment, continuity, and swift, independent decision-making. All partners are engaged in client relationship management.
The formula of a successful private bank:Led by partners, reliable and at the forefront of investing
Taking the measure is the first step as we take a close look at our clients' interests. Over the years, we have developed high standards of service quality and competence in finding customised solutions – we do not sell any products “off the shelf”.
In providing our advisory services, two aspects are of critical importance:
- Firstly, our Gutmann taking the measure process guarantees that client assets are invested in accordance with the client's needs and risk tolerance.
- Secondly, the main focus at Gutmann is always on identifying suitable investment strategies rather than the sale of products.
This open approach pursued by Gutmann in serving its clients is based on a clearly structured concept bringing together our long experience in securities advisory services with the expertise of national and international consultants, the latest scientific findings of the WU Gutmann Center for Portfolio Management (at Vienna’s University of Business and Economics) and our clients’ needs.
For us, a full understanding of each client’s individual situation is key to the right investment recommendations. A suitable solution can be found only by looking at each individual return and risk profile – which means taking the measure in a well-structured advisory process. The personal strategy is subsequently reviewed periodically for continued validity and adjusted as required.