I have a portfolio. 

Your assets deserve more.

You have a portfolio, but wealth that truly works for you requires more than a place to hold your assets. It requires a strategy, a plan, and someone who executes both with conviction. Gutmann guides you through every step, from the initial analysis of your personal situation to the ongoing management of your portfolio. Whether you prefer focused equity and bond strategies or a tailored mixed portfolio that balances your return expectations with your risk tolerance, we make sure your wealth reaches its full potential.

We don't think in quarters. We think in generations.

The goal: a strong portfolio. 

  • 1.
    Your first consultation.
    Your objectives are the foundation of our work. Two dedicated Client Advisors will guide you personally. Together, we shape an investment strategy that reflects your time horizon and risk profile.
  • 2.
    Your investment.
    Investing means taking responsibility rather than simply following the market. Together, we determine the appropriate allocation between equities and bonds. This allows us to develop strategies with a clear focus. The emphasis lies on what truly matters: investing in successful companies.
  • 3.
    Your assets at a glance.
    With the Gutmann App, you have a clear overview of your assets at all times. Reports, analyses, transactions, and current developments are presented to you securely and clearly. In addition, we keep you informed with high‑quality content. Through newsletters and short videos, we provide insights into our strategy, the companies  and your portfolio.
FAQ

Do you have questions?

  • A special fund is your personal investment fund – tailored precisely to your individual needs. Together with Gutmann’s team of experts, you design your own fund structure: from single securities to multi-manager funds.
    A special fund consolidates your assets within a clear, professionally managed structure – optimized for tax efficiency, fully transparent, and designed to span generations. Gutmann’s special funds combine bespoke investment strategies with professional management, comprehensive risk monitoring, and significant tax advantages for private investors subject to taxation in Austria.

  • A well-balanced portfolio typically consists of a mix of equities and bonds. Together, we define the appropriate allocation. We invest in what convinces us: the best companies worldwide. Our portfolios consist of 50–60 carefully selected individual securities, equally weighted and regularly rebalanced. We think in themes rather than trends and invest according to six strategic focus areas. 

  • Gutmann is the only Austrian private bank that combines institutional investment expertise with the personal care of complex private wealth. With its own capital management company (KAG), independent asset management and over 100 years of experience serving entrepreneurial families, foundations and family offices. There is no other combination like it in Austria.

  • With the structures and investments shown, the potential return depends directly on the risk. The higher the potential return, the higher the risk. By investing in several different securities, the risk of the entire investment can be reduced. Nevertheless, individual risks cannot be ruled out. For example, investments in the money and capital markets are subject to the following risks: price risk, currency risk, credit risk, liquidity risk, default risk and operational risk.

Make an appointment with us today.

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