Our awards
Best wealth manager 8 × in a row
Ever since the business magazine Capital has been testing German wealth managers, ZUWAX has received the coveted top rating – now for eight years in a row. In the test of digital wealth managers, ZUWAX has also earned five stars every year since 2017.
The selection of the best wealth managers is carried out in cooperation with the renowned Institut für Vermögensaufbau in Munich. In 2026, more than 57,000 portfolios from 121 providers were assessed with regard to structure, implementation, risk management, cost efficiency and performance over the past year.
firstfive Awards test winner
At firstfive – an independent research institute in Frankfurt that has compared the performance of German wealth managers and private banks for more than 20 years – ZUWAX consistently ranks at the top with market-leading performance.
With more than 850 top-performer rankings in a comparison of 180 real custody accounts, our performance has been continuously recognised since 2017 across different investment horizons and risk classes. Our investment strategies have ranked among the best in the industry for eight years.
The basis of the assessment is firstfive’s calculation methodology, which, applying recognised financial-mathematical standards, ensures objective and transparent comparability. Further information, including on the calculation methodology, can be found at firstfive.de or obtained directly via [email protected].
Behind ZUWAX stands one of Germany’s most renowned investment teams.
Verified sustainability
Global Future is a portfolio in which sustainability does not come at the expense of return, risk or costs.
The investment strategy is certified every quarter by the independent Institut für Vermögensaufbau in Munich. It attests to Global Future a “high ESG score compared with the benchmark” and an “excellent risk-return ratio”. According to the testers, the portfolio is “excellently suited to long-term wealth accumulation”.
