Who are we?

The minds behind Values & Guidance.

About us

We combine the expertise of experienced investment banking and the long-term establishment of a family office with the drive of a startup. We not only share one office, but we live by common values and ideals (e.g., closing gaps of information, communicating openly, and achieving agreed results for which we take responsibility) day after day. We believe it is essential to understand the people behind numbers and this applies to our customers as well as to ourselves.

Our team

Wolfgang Rattay, MBA

Investment Consulting (CEO)

Lisa Ungersböck, BA

Controlling (Proxy)

DI Corinna Gerhold, BA

Graphic Design

Graciela Cossutti

Administrative Assistant