Service approach

Gutmann believes that competence and continuity are essential qualities in serving institutional investors. Bank Gutmann and Gutmann Kapitalanlageaktiengesellschaft offer both modular concepts and comprehensive plans for asset and portfolio management and assist clients in planning and pursuing their investment strategy as well as in carrying out day-to-day administrative activities.

Successful advice for institutional clients

Mandates are implemented in a structured process. The return expectations and risk tolerance associated with a mandate are discussed and defined in close consultation with the client. Bespoke solutions are underpinned by additional benchmarks for performance control and consideration of tax/legal criteria.

In the advisory process, the focus is on the client's needs and the specific structure of the client's business. Over the years, Bank Gutmann has developed high standards of service quality and competence. Success is based on continuity in the provision of services, a committed and highly qualified staff, solution-driven advice and a transparent and efficient organisational structure.

Customised support

Trust, personal contact and experience are the key pillars of the Gutmann approach to client relationship management. Based on partnership and entrepreneurship, the business model guarantees the highest quality, commitment, consistency and swift decision-making for institutional investors. Because of its ownership structure, the Bank is not exposed to the influence of national or international financial groups and therefore open to solution-driven approaches to its tasks.

Bank Gutmann’s highly qualified advisory teams provide comprehensive and customised services to its clients. Using structured processes, customised solutions are developed for institutional clients that are based on their individual expectations of return and risk.

A comprehensive range of services for a diverse clientele

Our services for institutional clients are available to credit institutions, insurance companies, pension funds, employee provision funds, professional bodies and public sector institutions and agencies. The following services are also offered to other public corporations, church organisations, family enterprises, and trusts and foundations:

  • Advisory mandates
  • Risk management
  • Managed accounts
  • Strategic and tactical asset allocation
  • Special fund solutions
  • Alternative investments
  • Fund administration
  • Custody service