July 9, 2023
Finner rates Mpartners' asset management with 5 stars!
News
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Fabian Bernardus
Finner.nl, a comparison and advisory platform for investors in the Netherlands, awards Mpartners the highest score of 5 stars. Our wealth management services are assessed annually by this independent party.
Finner evaluates wealth managers on 25 components and 80 criteria in the areas of organisation, cost policy, investment policy, and risk policy. Points can be earned for each component.
Organisation
A check is carried out on the presence of proper licences (AFM, DNB), registrations with Kifid and DSI, and various quality requirements. Additionally, the track record and the amount of assets under management are assessed.
Cost policy
The level, terms, and transparency of all costs are tested based on the latest laws and regulations (MiFID II). Undesirable revenue models and correct provision of information are also examined.
Investment policy
Based on investment portfolios, the transparency and reliability of returns, the independence of the policy (own products), and the principles and safeguarding of the policy are validated.
Risk policy
The transparency of risks and communication to clients are evaluated. This includes assessing insight into risk profiles, as well as the implemented risk policy and how investment risks are monitored.
View the Mpartners Asset Management page on Finner's website here.