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Values & Guidance
Wolfgang Rattay founded Values & Guidance in Vienna after a career at Brenninkmeyer Seyer & Partner, the investment office of the C&A retail family.
Values & Guidance
Wolfgang Rattay founded Values & Guidance in Vienna after a career at Brenninkmeyer Seyer & Partner, the investment office of the C&A retail family. He launched the firm as a multi-family office with a mandate to align capital preservation with climate outcomes, bringing institutional portfolio construction to private European families and individuals. The firm deploys through three proprietary Luxembourg-domiciled funds — Sustainable Alpha (a global mixed-asset Article-9 dark-green fund), Mission 2030 (an Article-8 global equity fund), and the World Corporate Bond Fund (a light-green global credit vehicle) — and structures direct co-investments in energy-transition and water infrastructure. In one disclosed direct transaction, Values & Guidance partnered with TPG Rise Climate to acquire a renewable-energy platform in India (per Altss research). Core geographic exposure spans Europe and North America, with opportunistic allocations to Asian climate assets. The listed real-asset advisory book includes a mixed-use real estate portfolio in Vienna. The firm is led by Wolfgang Rattay as CEO and Karin Rattay as a management-board member. Its Vienna headquarters house a lean team that operates an internal climate-risk scoring model built in collaboration with scientific and environmental institutions. Values & Guidance also runs a dedicated philanthropy advisory practice, and Rattay is a member of the Austrian Federal Economic Chamber’s consulting division. In 2023, Sustainable Alpha won an ESG Fund Award gold rating with 92.5 ESG points out of a field of 1,917 funds (per the firm’s website). What separates Values & Guidance from generic ESG managers is its dual posture: it acts simultaneously as a funded Article-9 asset manager and a multi-family office with the license to co-underwrite climate infrastructure deals alongside institutional limited partners. This lets a family client allocate to both a proprietary ESG fund and a direct co-investment vehicle within the same house — an architecture rarely found outside large US and Swiss single-family offices.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
Europe
Country
Austria
City
Vienna
Corporate office
Vienna, Austria
Principals
Wolfgang Rattay
Managing Director and CEO
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Values & Guidance?
Wolfgang Rattay sits as Managing Director and CEO and has the final say on investment decisions. He spent his earlier career inside the Brenninkmeyer family-office network at Brenninkmeyer Seyer & Partner, and brings over 35 years of financial-sector experience to the firm. Karin Rattay also serves on the management board.
Does Values & Guidance operate its own funds, and how are they structured?
Yes, the firm runs three proprietary funds domiciled in Luxembourg. Sustainable Alpha is a global mixed-asset Article-9 dark-green vehicle. Mission 2030 is an Article-8 global equity fund with an absolute-return focus, and the World Corporate Bond Fund invests in light-green global corporate credit. Performance data is firm-reported: Sustainable Alpha gained nearly 30% since inception.
Is Values & Guidance a single-family office or a multi-family office?
It is structured as a multi-family office serving families, companies, and individuals from its Vienna base. The firm’s lineage is tied to Wolfgang Rattay’s previous partnership at the Brenninkmeyer family office, but it has since opened its platform to external clients.
Does the firm engage in direct deals beyond its funds?
Yes. Alongside its three public funds, Values & Guidance co-invests directly in renewable-energy and climate-infrastructure assets. One confirmed transaction is a partnership with TPG Rise Climate on a renewable-energy acquisition in India (per Altss research).
What is the firm's relationship with TPG Rise Climate?
TPG Rise Climate acted as a co-investor alongside Values & Guidance in a renewable-energy acquisition in India. The transaction illustrates the firm’s ability to partner with large-scale institutional climate investors on direct assets.
How does the firm approach ESG and climate-risk measurement?
Values & Guidance uses a proprietary internal risk model that incorporates carbon metrics and ESG scores. The model is developed in cooperation with scientific and environmental institutions. The flagship Sustainable Alpha fund won an ESG Fund Award in 2023, scoring 92.5 out of 100 across a peer set of 1,917 funds (per the firm’s website).
Does Values & Guidance run a philanthropic advisory?
Yes, the firm operates a Values & Guidance Philanthropy Advisory, which sits alongside its investment management and family-office services. The advisory helps client families structure and govern their charitable activities, consistent with the firm’s broader intergenerational wealth-preservation mandate.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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