Top Performing Asset Managers in 2025 - Announcing the victors
The highly esteemed firstfive-Awards 2025, celebrated at a gala in Frankfurt, recognized the top-performing wealth management providers in Germany across various market phases. The awards are known for their thorough, objective comparison of wealth management firms across the nation.
In the 12-month, 36-month, and 60-month categories, LIQID Asset Management, Rhein Asset Management S.A., and DJE Kapital AG, respectively, emerged as the leading contenders. LIQID Asset Management excelled with a gold and two silver rankings, securing the overall best result.
The 12-month category witnessed a close race, with Rhein Asset Management S.A. grabbing the top spot by a narrow margin. Gold and technology stocks played crucial roles in their prime performance. Mark Bügers, the CEO of Rhein Asset Management S.A., expressed pride upon claiming the victory in this competitive field.
In the three-year period, LIQID Asset Management took the lead, narrowly beating M.M.Warburg & CO. The secret to their success lies in clever market weighting through ETFs, a method that consistently delivers in long-term scenarios.
DJE Kapital AG secured the prestigious five-year victory, dethroning the previous series winner ODDO BHF Trust. The company's strategy revolves around active stock picking and in-house funds, a move that paid off with a perfect score of 100.0 points.
Unlike other awards, the firstfive-Awards rely on real portfolio data to evaluate performance, making them a reliable benchmark for wealth management quality. Honoring these top performers serves as a testament to providers that deliver consistent excellence in challenging market phases, proving to be a valuable choice for investors seeking reliable management of their wealth.
While the specific strategies of individual award winners are not explicitly detailed, factors such as transparency, asset diversification, active portfolio management, client-centric service, and evidence-based decision making have been consistently highlighted among leaders in the field. These proven strategies underscore the essential elements that drive success for wealth management providers in Germany.
LIQID Asset Management's success in the three-year period can be attributed to their clever market weighting through ETFs, a method that consistently delivers in long-term scenarios. This approach reflects the importance of asset diversification and active portfolio management in the wealth management business.
The victory of DJE Kapital AG in the five-year category was achieved through their strategy of active stock picking and in-house funds, demonstrating the value of evidence-based decision making in finance and investing. This strategy underscores the significance of transparency and client-centric service in wealth management providers.
