Since inception, Gutzwiller’s focus has always been – and will remain – a pragmatic approach to investing with a strong relationship orientation.
Our clients are private individuals, families and their connected interests (family offices, pension funds, foundations, charities); plus select institutions and independent asset managers.
Clients receive a highly personalised service – treating clients as we want to be treated ourselves is in-built at Gutzwiller. Our task is to listen to you, understand your needs, provide advice with your interests at heart, and ensure your portfolio is in line with your requirements. At Gutzwiller, there are no distortionary sales targets. Furthermore, we strive to keep things relatively straightforward, simplifying complexity on your behalf.
The relationship between the client and client advisor is pivotal. You will be looked after by a dedicated advisor, who is an experienced asset manager, with a named alternate in case your advisor is out of contact. In addition, Managing Partners are ever present in the business, available to meet clients. And our advisors stay for the long term, committed to building a bond of trust over many years.
We naturally take account of the bigger picture – what you want to achieve and when; attitude to risk; tax considerations; passing assets to the next generation. We are happy to liaise with your external advisors as necessary; and, on request, can make introductions to specialists for tax and wealth structuring, drawing on an extensive network of contacts.
Our approach to investing is a distinctive one. We derive strength from the interplay of the Managing Partners (who also follow their own advice, essentially investing alongside clients), the asset managers who look after clients, investment specialists, and external parties. But a key element is the cumulative experience and continuous honing of our approach that comes through daily exposure to clients and markets, rather than “ivory tower” thinking.
When investing, we are ever mindful of capital preservation, while our investment goal is to deliver sustainable growth over the long term. Investing across asset classes (traditional and alternative), directly and through funds, we look for growth – but in a qualitative way. In relation to funds, we adopt an open architecture approach, researching and selecting from among the most talented investment managers across the market. We also manage a handful of internal funds through Gutzwiller Funds. We feel that hands-on participation on a daily basis is appropriate in areas where we believe we have the skills to add value.
We continuously monitor performance, modifying investments as required and adjusting our approach to fit the stage of the economic cycle. We will meet with you periodically to review progress and to discuss personal and market developments, implementing changes as necessary.