TOPS 2011 - Annual Wealth Manager Ranking
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49,00 €
For FUCHS-Subscriber:
39,00 €
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TOPS 2011 - Annual Wealth Manager Ranking
Who delivers sustainability?
Ausverkauft - nur als Printout lieferbar
Januar 2011
Tops 2011 - The leading experts in private wealth management - is now available in English. 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.

What you can read in the Report:
  • One-page portraits of the four leading wealth managers
  • The ranking of the No.1 in this yearÂ’s case
  • The ranking of the all-round best in private wealth management
  • The basics and principles of the test
If you are not able to accomplish your order in German, please contact Mrs. Ilka Rothe: ilka.rothe@fuchsbriefe.de; Tel. 0049 30 288817 24

Standard Price: 49,00 €  
For FUCHS-Subscriber:
(Bitte halten Sie Ihre Kundennummer bereit)
39,00 €  
Kaufen