Guided Accounts - Guided Action

Performance 2019: 28,60%

Performance 2020: 24,35%

Performance 2021: 21,10%

Guided Accounts - Guided Trading

In the case of so-called "managed accounts", GZ Consulting is there to support and advise you in your investment decision. This applies in particular to trading accounts. On the basis of the investment protocol drawn up with you at the beginning of the cooperation, we will submit proposals for the purchase or sale of securities in your custody account. However, the final decision on implementation lies exclusively with you. In this way, you benefit from our know-how, but do not hand over the reins.
Clients who followed our recommendations achieved a performance of +28.60% in 2019, +24.35% in 2020 and +21.10%  in 2021. (The results were generated in pure equity portfolios).


Our consulting fields

  • Money Market Funds
  • Bonds
  • Global securities and global funds, such as guarantee, hedge, sector, value, ETFs, etc.
  • Derivatives such as options, warrants, futures contracts, etc.
  • Real Estate
  • Precious metals
  • Trusts and foundations
  • Inheritance and succession planning
  • Insurance solutions
  • Financing
  • Micro credits

You like to learn more? Simply contact us or request your offer.


Request your offer
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