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MLP wins consultation test run by the business magazine “Wirtschaftswoche”

  • S.W.I. Finance analyses 200 consultations
  • MLP is awarded the highest number of points among all suppliers
  • “Fuchsbriefe” awards the Feri Family Trust subsidiary the rating “unreservedly recommendable”
Wiesloch, 11th May 2009 - The independent financial services and wealth management consulting company MLP has been awarded first place from a total of 35 companies in the pension provision consultation test run by the German business magazine “Wirtschaftswoche” and the management consultants “S.W.I. Finance”. MLP scored a total of 73.7 from 100 points and was as such awarded not only the best valuation in the category “Financial Advisors“, but also more points than the winners in the sections “Banks”, “Insurance companies” and “Direct insurance companies”. The requirements analysis conducted by the MLP consultants was rated particularly positively by the testers. The result confirms MLP’s claim for providing individual, independent and high quality consultation services.

The Hamburg-based institute “S.W.I. Finance” was commissioned by “Wirtschaftswoche” to analyse 200 consultations for pension provisions. The testers submitted two different client profiles for their analyses: Someone just starting out in working life, in their mid-20’s with a gross income of 31,000 Euros p.a. and an academic, aged 40 with one child and an annual income of 60,000 Euros. The way in which contact was established, the communication per telephone and email as well as the meeting atmosphere were also rated in addition to the assessment of the consultations themselves and the product proposals.

The MLP subsidiary Feri Family Trust was also honoured once again. The publisher “Fuchsbriefe” sought the best foundation management company among 46 banks and asset managers and rated Feri as “unreservedly recommendable” in their findings. The “Fuchsbriefe” and the Institut for Qualitätssicherung and Prüfung von Finanzdienstleistungen (IQF) (institute for quality assurance and the examination of financial services) conducted the analysis in cooperation with the German stock exchange’s Market Data & Analytics department for the second time. The “Fuchsbriefe” had previously rated Feri as the best asset manager in the German-speaking region last November.