Our performance put to the test

Also in the second quarter since the start of the Fuchs | Richter Prüfinstanz Performance Project VII, Kaiser Partner Privatbank performed better than the benchmark. A total of 43 banks and asset managers from German-speaking countries manage the assets of a private client over a period of five years in line with the client’s requirements and compare themselves with their competitors. An ETF portfolio consisting of 6 ETFs serves as a benchmark. After 10 participants in the first quarter, 7 asset managers are still beating the benchmark at the end of March 2022.

Read more about the current status of all Fuchs | Richter Prüfinstanz performance projects (in German).

In a detailed brochure, the Fuchs | Richter Prüfinstanz now provides insights into Performance Project VII (link in German), the applied evaluation criteria and analyses our approach to investments and asset management.

The conclusion of Fuchs | Richter Prüfinstanz on Kaiser Partner Privatbank:

Kaiser Partner Privatbank demonstrates the advantages that private banks can offer wealthy clients. The research team demonstrably performs solid work, and the sustainable orientation of the entire investment process sets the bank apart from competitors. The bank has a clear opinion of its own on future developments in the financial markets – if this proves to be true, nothing stands in the way of further project success.

(Brochure “Performance-Projekte Besser als die Benchmark”, special edition, page 18)

More information on the Performance Project (from page 12) and the evaluation of our investment style (from page 15) can be found in the following brochure or on the Fuchs | Richter website, both in German.

In addition, Fuchs | Richter moderator Wolfgang Böhm spoke with Roman Pfranger, Member of the Executive Board and Head Private Banking, about the progress of the project to date and the success factors of our investment strategy.

Learn more in the detailed interview.