From exit to investment.

You delivered. Now your assets need to deliver.

Company sold. What next?
 
Whether you want to start fresh, safeguard your wealth or simply invest in a structured way, we are with you every step of the way, providing personal service and advice. Bring at least 500,000 euros to invest, and we will provide structure, peace of mind and a clear vision of what comes next.

Now your assets need a business plan.

The exit was just the beginning.

Before your assets can start working, we take time to consider your goals. Growth, value preservation or new freedom? Together we will develop an investment solution that suits your life - structured, individual and with personal support.

What you can expect from us.

  • 1.
    Personal consultation.
    We start with what counts: Your goals. Together we clarify how much risk is right for you - and what time horizon you have in mind.
  • 2.
    Your portfolio.
    We are now taking care of the implementation: a mix of equities and bonds, strategically structured and actively managed.
  • 3.
    Full transparency.
    The Gutmann app gives you an overview at all times. You also receive exclusive content - newsletters and short videos that explain markets and companies in an understandable way.

Our approach.

We concentrate on the essentials - investments in successful companies.
More about our investments
FAQ

Do you have questions?

  • Gutmann offers tailor-made investment strategies from an investment amount of 500,000 euros and special funds from 4 million euros.  We listen to you and work with you to develop a strategy that suits your life situation, risk tolerance and return expectations. Two client advisors are available to assist you personally.

  • Let us explain the difference with an example from music: In asset management, we are the conductor. You define the musical style, we lead the orchestra. With our experience, we orchestrate the best sounds so that your assets resound in perfect harmony - while you sit back and enjoy the concert.
    In investment advice, on the other hand, you are the composer. You set the rhythm and determine the structure. We offer you the necessary infrastructure to get the most out of your composition - but the creative freedom remains entirely yours.

  • A balanced portfolio usually consists of a mix of equities and bonds. We determine what this allocation looks like together. We invest in what is convincing: the best companies worldwide. Our portfolios consist of 50-60 selected individual stocks, equally weighted and regularly balanced. We think in terms of themes, not trends - and invest according to 6 strategic focal points. Because we are not traders, we are investors.

  • Special funds offer an optimal structure for your assets with considerable tax advantages. You can set up your own personal investment fund from a minimum volume of EUR 4 million. Together we determine the strategy and define the group of participants and advisory board members.

  • Your portfolio is tailored to you, your needs and your risk profile. With every investment, 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, interest rate risk and operational risk. Your client advisor will be happy to discuss the details of these risks during your consultation.