Welcome to Private Banking.
Our offering for private clients.
You are looking for a reliable partner with a deep understanding of people and markets. Our solutions adapt to your needs. You decide how much responsibility you share with us. For this purpose, we offer you the investment methods of portfolio management and investment advice.
Together with you, we create your customised asset investment from an investment amount of 500,000 euros.
We create solutions for special requirements.
In the Gutmann “taking-measure” process we get to know each other. We discuss your future objectives and support you in developing your personal investment strategy. Expected returns and risk tolerance play a key role, as do legal and tax aspects. If so requested, we include your family structure in the planning process. You decide on the scope and intensity of our personal support.
1.
Planning
The basis for a successful strategy is an understanding of your goals.
2.
Strategy
In order to realize your goals and recommend the optimal investment structure, we focus on a strategy that carefully balances risk and return.
3.
Implementation
The implementation of your strategy takes a balanced approach towards market expectations and opportunities.
4.
Control
Continuous monitoring of your objectives effectively controls the implementation and progress of your strategy.
FAQ
Do you have questions?
-
We create customised solutions from an investment amount of 500,000 euros. Contact us here and arrange a consultation appointment with us at one of our 5 locations.
-
Two client advisors are available to assist you personally and work out an investment solution together with you, according to your personal risk perception and time horizon. Contact us here.
-
In portfolio management, we work out the best investment solution together. You then delegate the management of your assets to us. If you prefer to receive investment recommendations and make the decisions yourself, then active investment advice is the right solution for you.
Two personal contact persons are at your side to help you make this decision. Together we will find out which is the most suitable investment strategy for you, according to your personal wishes. You can contact us here for an initial discussion. -
Your portfolio is tailored to you, your needs and your risk profile. With every investment, the possible return depends directly on the risk. The higher the possible 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. Investments in the money and capital markets are, among others, subjects to the following risks: price risk, currency risk, credit risk, liquidity risk, interest rate risk, operational risk. Your client advisor will gladly go into detail about these risks during your personal meeting. -
In the Gutmann app your current status of assets, account and custody account movements, reports, analyses and much more are available to you digitally, quickly and securely with just a few clicks. Learn here more about the Gutmann app.
