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Awards

An affirmation for you. An obligation for us.

The warmest recommendations come from others and we do our best get them!

Fuchsbriefe

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.


More information

Fuchsbriefe Private Banking Rating News

Fuchsbriefe Vertrauensbasis Rating News

FUCHS | RICHTER PRÜFINSTANZ Foundation testing

In the current foundation test of the FUCHS|RICHTER test authority, Bethmann Bank AG 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 actual investment proposal as the core of the offer. It is the deciding factor as to whether a candidate qualifies for final selection
  • The investment competence of a provider
  • The transparency, as measured by the response to a questionnaire sent to the head office
  • The range of foundation services offered
  • The beauty contest, i.e., the oral test for final selection
 
More information:
 
Elite Report of Asset Managers

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.


More information

Elitereport

Focus Money and n-tv

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%.


More information

FOCUS Money

€uro Magazine

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.


More information

€uro Magazin

Deutsches Institut für Servicequalität (DSIQ)

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. 


More information

Auswertung

Handelsblatt

The Handelsblatt has listed us under "Best Financial Service Providers 2021". 23 private banks were examined for their service quality.


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Handelsblatt

Private Banking Magazin

Gesellschaft für Qualitätsprüfung mbH

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:

  • the digital check with a weighting of 20%.
  • the initial interview with a weighting of 30%
  • the second or on-site meeting with a weighting of 50%.

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:

  • Digital check: grade: 3.33
  • Initial interview or preliminary phone call: Score: 1.80
  • Second and on-site call: Grade: 1.31
 
More information:
 
Funds

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. 


More information

Bethmann Stiftungsfonds Certificate

FondsConsult Foundation Study


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).


More information

FNG Siegel

Transparency Report Bethmann Stiftungsfonds

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.

  • This is reflected in a so-called transparency confirmation, combined with the transparency label, which are issued by Rödl & Partner GmbH.
  • The transparency label shows at a glance that the principal (Bethmann Bank) makes a special effort to enable the investor to "control and monitor" the activity of the manager of the corresponding investment product on a quarterly basis.
  • The transparency report supports especially semi-professional investor groups in liability management. The transparency report significantly reduces the risk of possible organizational culpability and ensures compliance with the required due diligence.
  • The available information is prepared by an independent third party in a more comprehensible and target-oriented manner.
  • Reliability in the implementation of management's investment guidelines and targets.
  • The transparency report documents that the investor is continuously and comprehensibly informed about the investment and management policy of the corresponding investment product.
  • Timely and comprehensive insight into the investment management minimizes the information deficit. This results in fundamentally greater security in dealing with the capital investment.
 
More information
 
Europäischer SRI Transparenz Kodex Bethmann Nachhaltigkeit

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.

 

More information

European SRI Transparency Code

European SRI Transparency Code of Bethmann Bank

Renditewerk

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".

Fuchsbriefe

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.


More information

Fuchsbriefe Private Banking Rating News

Fuchsbriefe Vertrauensbasis Rating News

FUCHS | RICHTER PRÜFINSTANZ Foundation testing

In the current foundation test of the FUCHS|RICHTER test authority, Bethmann Bank AG 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 actual investment proposal as the core of the offer. It is the deciding factor as to whether a candidate qualifies for final selection
  • The investment competence of a provider
  • The transparency, as measured by the response to a questionnaire sent to the head office
  • The range of foundation services offered
  • The beauty contest, i.e., the oral test for final selection
 
More information:
 

Elite Report of Asset Managers

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.


More information

Elitereport

Focus Money and n-tv

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%.


More information

FOCUS Money

€uro Magazine

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.


More information

€uro Magazin

Deutsches Institut für Servicequalität (DSIQ)

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. 


More information

Auswertung

Handelsblatt

The Handelsblatt has listed us under "Best Financial Service Providers 2021". 23 private banks were examined for their service quality.


More information

Handelsblatt

Private Banking Magazin

Gesellschaft für Qualitätsprüfung mbH

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:

  • the digital check with a weighting of 20%.
  • the initial interview with a weighting of 30%
  • the second or on-site meeting with a weighting of 50%.

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:

  • Digital check: grade: 3.33
  • Initial interview or preliminary phone call: Score: 1.80
  • Second and on-site call: Grade: 1.31
 
More information:
 

Funds

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. 


More information

Bethmann Stiftungsfonds Certificate

FondsConsult Foundation Study


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).


More information

FNG Siegel

Transparency Report Bethmann Stiftungsfonds

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.

  • This is reflected in a so-called transparency confirmation, combined with the transparency label, which are issued by Rödl & Partner GmbH.
  • The transparency label shows at a glance that the principal (Bethmann Bank) makes a special effort to enable the investor to "control and monitor" the activity of the manager of the corresponding investment product on a quarterly basis.
  • The transparency report supports especially semi-professional investor groups in liability management. The transparency report significantly reduces the risk of possible organizational culpability and ensures compliance with the required due diligence.
  • The available information is prepared by an independent third party in a more comprehensible and target-oriented manner.
  • Reliability in the implementation of management's investment guidelines and targets.
  • The transparency report documents that the investor is continuously and comprehensibly informed about the investment and management policy of the corresponding investment product.
  • Timely and comprehensive insight into the investment management minimizes the information deficit. This results in fundamentally greater security in dealing with the capital investment.
 
More information
 

Europäischer SRI Transparenz Kodex Bethmann Nachhaltigkeit

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.

 

More information

European SRI Transparency Code

European SRI Transparency Code of Bethmann Bank

Renditewerk

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.

Mobiel ok vinkje
Bethmann Bank

Te:nor

Our magazine with a clear focus on sustainability.

Bethmann Bank

Character

Society magazine - modern, sustainable, individual.