Portfolio constructed to meet your objectives and risk profile.
Full range of asset classes, and leading investment talent across the market.
You choose from three service levels:
- Managed Account - decision-making delegated to the Bank, which takes responsibility for investments.
Two proven investment benchmarks help in defining goals, with actual portfolios tailored to meet the needs and specific preferences of clients:
- ○ Balanced - seeking capital preservation.
- ○ Growth - seeking capital appreciation.
- Advisory - Bank advises, but you take the decisions.
- Execution only - you take the decisions, the bank executes your trades.
Custody & Trading
Full custodial services.
Securities deposits, transactions settlement, collection of income etc.
Global trading (securities, funds, currencies).
Banking & Credit
Note: Gutzwiller does not provide property or commercial loans. It undertakes no proprietary trading or securities lending.
Periodic performance reporting.
Daily access to portfolio statement online.
Private Office Services
For clients who need it, services that combine Gutzwiller with external providers.
Deep performance analysis.
Independent Asset Managers
Dedicated relationship manager.
Integrated banking and investment services.
Full range of administrative and custodial capabilities.
Service focus and personal touch.