The warmest recommendations come from others and we do our best get them!
In the FUCHS | RICHTER PRÜFINSTANZ 2022, we took third place in the annual ranking, were awarded first place in Germany for the best advisory interview (twelve private banks compared). The market tests conducted by the FUCHS | RICHTER Prüfinstanz assess the performance of advisors and banks from a customer's perspective. In the case of the wealth manager test, the testing body works according to a two-stage selection procedure: 1. qualification round: advisory discussion (40%) and investment proposal (10%) from the customer's point of view 2. winner selection: Beauty Contest (20%) and investment competence (10%). Finally, transparency (20%) remains. In TOPS 2022, the test of the Fuchsbriefe, Bethmann Bank receives the first place in the overall ranking for Germany and the third place with the rating "Very Good" in the overall ranking for the German-speaking region (in the test: over 60 banks and asset managers). We were able to convince in the areas of "Consultation", "Investment proposal" and "Transparency". We received a "very good" rating in all three areas. We still have some room for optimization in the areas of "Investment Competence" and "Beauty Contest". Since 2018, we have also been awarded the "green trust traffic light" and have been allowed to call ourselves "Trusted Wealth Manager" since 2018.
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In the current foundation test of the FUCHS|RICHTER test authority, Bethmann Bank comes third in the overall ranking with the grade "Very Good". In the individual evaluations, we come out on top in the beauty contest, also a "Very Good" in transparency, a "Good" in the investment concept as well as in investment competence and in the range of services. As the result in no category is worse than "Good", Bethmann Bank can count itself among the TOP providers in the field of foundation management.
In the late summer of 2021, around 60 asset managers received mail from the FUCHS|RICHTER test authority, which was looking for a suitable partner for a real foundation with a concrete problem: An entrepreneurial couple, both in their late 60s, childless, from the Cologne area, would like to set up a foundation. The foundation is intended to provide young people with basic financial knowledge. The foundation's capital consists of 3.5 million euros in liquid assets and an investment property.
The selection is generally made according to five evaluation modules and is combined into an overall result:
The award was given to 51 asset managers in German-speaking countries from a total of 362 provider addresses on topics such as customer orientation or convincing performance. We received the highest "summa cum laude" award.
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2022, we were named "Outstanding Asset Management" by Focus Money. In this context, 35 banks and asset managers were tested by the Institut für Vermögensaufbau (IVA). Two testers with predefined financial criteria examined the offers and advice in two meetings for key aspects such as investment proposals or risk disclosure. The evaluation was carried out with the following weighting: portfolio structure 30%, product implementation 15%, costs 20%, holistic approach 10%, taxes 5%, transparency 10%, risk explanation 5%, customer orientation/understandability 5%.
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In 2013, 2015, and 2018 to 2021, €uro Magazin awarded us the grade "very good" in its private banking test.
In 2021, 21 banks and investment advisors were tested by a panel of experts and the Institute for Asset Accumulation (IVA) on the basis of a test client on topics such as transparency, costs and portfolio structure.
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The German Institute for Service Quality (DSIQ) in cooperation with the Institute for Quantitative Financial Analysis awarded us the quality rating "very good" and second place in their study: Asset Managers 2021. Twenty asset managers were tested for their advisory services and investment proposals. We were able to convince in the area of "Advice and Service" with our video advice as well as the quality of our offered solution proposal. In both of these sub-areas, we were even able to take first place and thus receive the awards for "Best Consultation" and "Best Quality of Solution Proposal". In the areas of telephone support and Internet presence, however, there is still some room for optimization. This is a challenge that we are very happy to take on.
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The Handelsblatt has listed us under "Best Financial Service Providers 2021". 23 private banks were examined for their service quality.
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The Gesellschaft für Qualitätsprüfung mbH tested us this year at the Frankfurt location. The test institute tested 2022 providers from the private banking sector in the first half of the year. The total of 53 houses were evaluated in three different disciplines as part of a test case.
The criteria for the evaluation
In the evaluation, the team from the Society for Quality Testing relied on a three-dimensional criteria model, within which school grades were assigned:
Our award: "Excellent consulting quality
We received the award "Excellent quality of advice", which is reflected in a score of 1.86. Bethmann Bank belongs to the top groups, in the digital check we still have potential for development.
Our grades:
Bethmann Stiftungsfonds
2021 Bethmann Stiftungsfonds was certified by the Institut für Vermögensaufbau with five out of five stars. Successful certification indicates fulfillment of at least four of five test criteria (structural security, risk diversification, product implementation, costs, transparency).
In the endowment fund study by FondsConsult Research GmbH, the Bethmann Endowment Fund was analyzed and rated "good" with regard to qualitative criteria such as fund management, KVG, investment principles and implementation in the portfolio context, risk management ("capital preservation"), distribution yield ("plannable distributions") as well as ongoing costs ("principle of economical use of funds") and the implementation and execution of an ESG strategy. The endowment fund study by Fondsconsult examined 15 investment funds that are primarily aimed at the target group of foundations.
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Bethmann Stiftungsfonds Certificate
Bethmann Aktien Nachhaltigkeit
In 2022, our Bethmann Aktien Nachhaltigkeit fund was again awarded two stars by the Forum Nachhaltige Geldanlagen (FNG). This seal confirms that we comply with FNG's strict SRI quality standards. This assessment is backed up by QNG (Qualitätssicherungsgesellschaft Nachhaltiger Geldanlagen mbH) in cooperation with the auditing team headed by Prof. Dr. Timo Busch of the University of Hamburg. The fund receives two out of three stars for a particularly ambitious and comprehensive sustainability strategy. For this, it achieved additional points in the areas of institutional credibility, product standards, and portfolio focus (selection and dialog strategy, KPIs).
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With the quarterly transparency report and the associated transparency and information policy, investors gain a deep insight into the investment management of the investment product.
The European SRI Transparency Logo indicates that Bethmann Bank is committed to providing accurate, appropriate and timely information to enable interested parties, in particular customers, to understand the sustainable investment approaches and methods of the respective fund.
The European SRI Transparency Logo represents the fund manager's commitment as described above. It is not to be understood as an endorsement of any particular company, organization or individual. The Transparency Code is managed by Eurosif, an independent organization.
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The Bethmann Stiftungsfonds SI (WKN DWS2TB) was selected by Renditewerk as Foundation Fund of the Year in 2021 because it "...impressively provided evidence of high-quality active management".
But we are do not rest on our laurels. We keep improving our service to you every day - in line with our core values of clarity, performance and personality. This ensures that you can be confident that your assets are in the best hands with us.
