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What is Tops 2011? It is a report on the leading wealth managers in the German-speaking world. It tells you who is the No. 1 in PWM! How does Tops find out who's best? The editorial team sends their mystery shoppers to find out about the quality of work of banks and independent wealth managers. It's based on a real case. This year, our test centres on the topic "Socially Responsible Investing". The case itself is not very complex. A client wants to invest just under a million Euros. Their condition: No loss of assets after ten years, but a net return of 2% - after tax and inflation of course. And: to be prepared for the worst case, they want to invest part of the money in gold. But how? Further conditions: the money should be invested in an ecologically and socially acceptable manner.
List of contents
Aus dem Inhalt:
One-page portraits of the four leading wealth managers
The ranking of the No.1 in this year's case
The ranking of the all-round best in private wealth management
The basics and principles of the test
About the author
:FUCHSBRIFE sind der auflagenstärkste Informationsbrief in Deutschland, der seit mehr als 55 Jahren die Inhaber und Geschäftsführer mittelständischer Unternehmen und vermögende Privatanleger zu den wichtigsten Themen aus Politik, Wirtschaft und Finanzen exklusiv informiert. FUCHSBRIEFE sitzen am Puls der Politik in Berlin-Mitte. Hier recherchiert ein Team von Fachredakteuren mit langjährigen Kontakten zur Berliner "Szene". Die FUCHSBRIEFE verfügen über ein national und international weit gespanntes Netz von ausgesuchten Informanten und Korrespondenten.
Summary
What is Tops 2011? It is a report on the leading wealth managers in the German-speaking world. It tells you who is the No. 1 in PWM! How does Tops find out who's best? The editorial team sends their mystery shoppers to find out about the quality of work of banks and independent wealth managers. It's based on a real case. This year, our test centres on the topic "Socially Responsible Investing". The case itself is not very complex. A client wants to invest just under a million Euros. Their condition: No loss of assets after ten years, but a net return of 2% - after tax and inflation of course. And: to be prepared for the worst case, they want to invest part of the money in gold. But how? Further conditions: the money should be invested in an ecologically and socially acceptable manner.
