Taking measure

The Gutmann taking measure process forms the basis for the customised investment of client assets. During the process, the relationship manager works with the client to identify the factors that are of relevance in investing. Material inputs are the client‘s return expectations and risk tolerance as well as the investment horizon planned and the projected level of withdrawals. Legal and tax aspects are also taken into account.

The sum total of client-specific information determines the customised design of the portfolio. Taking the measure generates client-specific information which influences the construction of a bespoke portfolio. This process is used as a standard instrument to assess the situation and is a key prerequisite for understanding individual needs.

1. Planning

Analysis of needs in the initial session
Development of proposed strategy
Final meeting on strategy

The planning phase starts with a personal meeting to explore the client’s current situation and requirements. The client’s risk tolerance, return expectations, liquidity planning and assets are assessed and documented in a strategy paper.

1. Planning

Analysis of needs in the initial session
Development of proposed strategy
Final meeting on strategy

2. Implementation

Range management
Implementation of investment strategy

The second phase of the taking measure process deals with the implementation of the strategy paper, with due regard to market expectations and opportunities. This leads to stable and constructive investment decisions.

2. Implementation

Range management
Implementation of investment strategy

3. Control

Verification of target achievement
Continuous reporting

The relationship manager verifies the implementation of the strategy and target achievement continuously against the stated requirements. Regular reporting provides a clear and timely view of portfolio performance and allows rapid adjustments to be made as required.

3. Control

Verification of target achievement
Continuous reporting