Transcript Folie 1 - Градиент Альфа

Trust. And how to keep it.
Bank Gutmann presents itself
Nikolaus Görg
May 22, 2012
Which way to go?
There is always a crisis somewhere!
Our task as private bankers and wealth managers is
to check, whether we are still on the right track!
The high level of uncertainty in this business
requires an enormous amount of confidence and
trust.
2
What are the characteristics of « trust »
10
• It starts from zero! But only once! There is
also distrust!
8
• It takes time to build!
Level of trust
6
• It is asymmetric! Trust takes much longer to
attain than it takes to lose it.
4
• It also requires much more effort to regain it
a second time!
2
0
1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49 52 55 58 61 64
TRY NOT TO LOSE IT!
-2
-4
time
3
What does it take to turn a crisis into an opportunity
Courage
Responsibility
Authenticity
4
So how to attain and keep trust
• Managing trust means managing expectations!
• Managing expectations requires understanding and respecting your counterpart!
• Avoid disappointments at all costs, good experience is the most powerful „trustgenerator“!
• Align interests, avoid conflicts of interests!
• Utilize independent and objective institutions as intermediaries or to verify the
quality of your business.
5
Bank Gutmann – the values of a successful private bank
Personal responsibility
and entrepreneurial commitment
“Large enough to deliver,
small enough to care.”
Rudolf Stahl, member
of the supervisory board
Responsibility
towards society
and science
Comprehensive advice and
customised investment strategies
Our
Client
Objectiveness based on
independence
Flexibility and resolution
Long-standing client relationships
based on understanding and trust
6
More commitment, continuity and support –
you can get this only from a bank that is managed by partners
f.l.t.r. Elena Hartmann, Peter Karst, Adolf Hengstschläger, Matthias Albert, Frank Lippitt, Ilinca von Derenthall,
Friedrich Strasser, Gordian F. Gudenus, Norbert Klewan, Richard Igler, Anton Resch
7
Our clients place their trust in our stability and reliability –
even in difficult times
Client assets EUR bn
14.4
13.7
12.6
10.4
9.3
9.6
2006
2007
8.9
8.5
2005
Offices
Clients served from Austria
2008
2009
2010
2011
2012
As of March 31, 2012
8
Bank Gutmann – the Austrian specialist
in holistic wealth management
• Basis: Gutmann’s “taking-the-measure“ process
Identifies needs and avoids misunderstandings
• Customised and independent wealth management
Our responsibility for your personal investment goals
Entrepreneurs
Families and
private individuals
Trusts and
foundations
Institutional
investors
(banks, insurers, pension
funds)
• Active investment advice
Our expertise forms the basis for your decisions
• Information platform for foundations, trusts,
entrepreneurs and their families
Sharing experience and relevant information
• Access to an international network of experts
Support in complex cross-border asset management
Perfect solutions to different needs
9
Gutmann wealth management with best-of-breed consultants
Research
Independent research partners &
WU Gutmann Center for Portfolio
Management
Provide the research needed for taking the right decisions
Customised
Investment
strategy
•
•
•
•
Your
Gutmann
portfolio
Gutmann
client client and her
Gutmann
• High net worth families
and individuals
relationship
managers
• Foundations and trusts
• Insurance companies and pension funds
Listening and taking the measure for
customised solutions
Investment
GaveKal (Hongkong, London)
Infanger Technology (California)
BCA Research (New York)
Horace „Woody“ Brock (Chandler, Arizona)
„best of breed“
securities specialists
are world-wide partners
for Gutmann‘s portfolio management
•
•
•
•
Lazard (New York, Frankfurt)
Nippon Finance Management, Kaisha (Tokio)
Hamilton Lane (Philadelphia)
Royce & Associates (New York)
10
Your needs control what we do – we manage your wealth through
a customised and structured approach
Planning
Definition of
customised
investment strategy
Implementing
Investment approach,
range management
Control
Target
archievement,
reporting
The basis: Gutmann‘s taking-the-measure process
1. Initial meeting – analysis of needs
2. Strategic concept
3. Discussion of strategy
11
Yes! You can make money!
200
Global balanced portfolio (max. 50%
equities, min. 50% bonds).
180
160
140
120
100
80
12
Experienced advisors are the mainstays of
Gutmann's client relationship management
Elena Hartmann
Phone: +43-1-502 20-386, [email protected]
Elena Hartmann is Deputy Head of International Private Banking at
Bank Gutmann AG, partner of Bank Gutmann AG and Head of the CIS
(Commonwealth of Independent States) region. Elena Hartmann
graduated from the Moscow State Institute of International Relations and
has a Masters Degree from Vienna University of Economics and
Business. She joined Bank Gutmann in 1997.
Lyubomyra Dolhasheva
Phone: +43-1-502 20-395, [email protected]
Lyubomyra Dolhasheva is a Director at Bank Gutmann AG responsible
for private clients in the CIS (Commonwealth of Independent States)
region. She joined Bank Gutmann in 2007 after graduating from Vienna
University of Economics and Business.
13
Disclaimer
This is a marketing communication. Investments in financial instruments are exposed to market risks. Past performance is
not a reliable indicator of the future results of an investment.
Tax treatment depends on each client's personal circumstances and may change in the future.
Bank Gutmann AG hereby explicitly points out that this document is intended solely for personal use and for information
only. Publishing, copying or reproduction shall not be permitted without the consent of Bank Gutmann AG. The contents of
this document have not been designed to meet the specific requirements of individual investors (desired return, tax
situation, risk tolerance, etc.) but are of a general nature and reflect the current knowledge of the persons responsible for
compiling the materials at the copy deadline. This document does not constitute an offer to buy or sell or a solicitation of
an offer to buy or sell securities.
Bank Gutmann Aktiengesellschaft
Schwarzenbergplatz 16, 1010 Vienna, Austria
Phone: +43-1-502 20-0, Fax: +43-1-502 20-249
[email protected], www.gutmann.at
14