Awards for Asset Management

Bethmann Bank ranked seventh in the TOPS 2026, the Fuchsbriefe test, and received a "Very Good" rating in the overall ranking for Germany (the test included over 70 banks and asset managers). We performed particularly well in the areas of "Advisory Consultations" and "Transparency", earning a gold rating in both categories. In the categories "Investment Expertise" and "Beauty Contest", our silver ratings indicate there is still room for improvement; in "Investment Recommendations", we received a bronze rating. Since 2018, we have also been awarded the "Green Trust Traffic Light" and have been authorized to call ourselves "Trusted Wealth Managers". In the Fuchsbriefe sustainability ranking, we achieved the top "Grand Master" category for the first time in 2024 with a score of 91.0 points. The "Sustainability in Private Banking" rating by the FUCHS | RICHTER assessment body was compiled based on a questionnaire survey and various market tests conducted by trained evaluators. The rating assesses, in particular, the consideration and implementation of sustainability across the entire company, employee training, the consideration and implementation of sustainability in client advisory services, and the acceptance of the client's individual value system during advisory meetings and in the portfolio.

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Fuchsbriefe TOPS

Fuchsbriefe Vertrauensampel

Fuchsbriefe Nachhaltigkeitsrating

• The actual investment proposal, which forms the core of the offer. It determines whether a candidate qualifies for the final selection
• A provider's investment expertise
• Transparency, as measured by the responses to a questionnaire sent to headquarters
• The range of foundation services offered
• The "beauty contest", i.e., the oral exam for the final selection

In 2025, a total of 54 out of 372 asset managers from Liechtenstein, Switzerland, Austria, and Germany received awards. The analysts evaluated the managers based on 41 criteria, including client focus, returns, and strong performance. Bethmann Bank received the "cum laude" distinction.

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Elitereport

In 2026, Bethmann Bank once again participated in Capital's ranking of the best sustainable asset managers and took first place among the participating banks. As part of this ranking, the Institut für Vermögensaufbau conducted a survey for Capital to assess how sustainable the private wealth management offerings of banks and independent asset managers are. Participants were evaluated in the areas of "Portfolio", "ESG in the Investment Process" (product transparency), and "ESG within the Company" itself – that is, the consideration of environmental, social, and governance factors. Participants could earn a total of 100 points; a five-star rating is awarded for a score of 80 points or higher. In addition to 45 banks, 31 independent asset managers also participated in the ranking. We performed well in the categories "Portfolio Assessment", "Product Transparency", and "ESG within the Company", scoring a total of 87.5 out of a possible 100 points.

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Capital

In 2024, stern magazine, in collaboration with an advisory board and specialists from the HR marketing agency Embrace, honored "Germany's Companies with a Future". The focus was on the companies themselves, not their products or services. In light of the changing economic climate, increasing digitalization, and the shortage of skilled workers, shaping the work environment is becoming particularly important for companies' long-term viability.  Professor Jutta Rump from the Ludwigshafen University of Business and Society, director of the Institute for Employment and Employability (IBE), served as a consultant. For this purpose, a questionnaire containing approximately 90 questions was sent to 243 companies. The evaluation took into account both factual data and self-assessments. The study is divided into five areas: "Mobile Work", "Work Schedule Design", "Structural Organization", "Empowerment (of Employees)", and "Digitalization & Innovation". All areas were weighted equally. The evaluation scheme was not disclosed to the participants. The results for each dimension were converted to a scale of one to five points. The average yielded the overall rating. The report features 168 companies that achieved four or five stars, broken down by size category (up to 500 employees, between 500 and 2,500 employees, and more than 2,500 employees).

Bethmann Bank received a 4-star rating. The categories "Mobile Work" and "Digitalization & Innovation" were rated particularly highly, with 5 stars each, while we received 4 stars in all other categories.

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stern Studie

Bethmann Sustainable Equity

In 2025, our Bethmann Sustainable Equity Fund was awarded three stars by the Forum for Sustainable Investment (FNG). This seal confirms that we comply with the FNG's strict SRI quality standards. This assessment is validated by QNG (Qualitätssicherungsgesellschaft Nachhaltiger Geldanlagen mbH) in collaboration with the review team led by Prof. Dr. Timo Busch of the University of Hamburg. The fund received 3 stars for a particularly sophisticated and comprehensive sustainability strategy. It earned additional points in the areas of institutional credibility, product standards, and portfolio focus (selection and engagement strategy, KPIs).

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FNG Siegel

Certification provides investors with an independent third party's professional assessment of a specific asset manager's portfolios. This assessment is based on a regular review process, the results of which are documented in this report in a manner that is understandable to investors.

Certification Bethmann Stiftungsfonds