New study: Finding the most suitable wealth manager amongst the best ones
Those who have their assets managed by third parties should be diligent in their choice and check the managers regularly. Because significantly more than half of the managers and the service packages offered are not worth the money. The spectrum ranges from incompetence and false promises to dishonest management. (pm)
Unfortunately, there is no such thing as the one best asset manager. This is also confirmed by the latest study by ZWEI Wealth 'Finding the most suitable wealth manager amongst the best ones'. You will only be successful and satisfied with your asset managers in the long term if the requirements are clearly defined (plan.), the selection is made in a competitive tendering process (find.) and the results achieved are regularly monitored (control.).
Good asset management is a craft, not magic.
The study summarises the most successful management approaches per portfolio category. Read the entire study exclusively here (German only). Our advisors are also happy to provide further information and background.