Business model: Independent consulting firm
MLP is Germany’s leading independent consulting firm. Supported by comprehensive research, the Group provides a holistic consulting approach that covers all economic and financial questions for private and corporate clients, as well as institutional investors. The key aspect of the consulting approach is the independence of insurance companies, banks and investment companies. MLP was founded in 1971 and holds a full banking licence. The concept of the founders, which still remains the basis of the current business model, is to provide long-term consulting for academics and other discerning clients in the fields of provision, wealth management, health care, insurance, financing and banking. Those with assets above € 5 million are looked after by the subsidiary Feri Family Trust. Moreover, the Group provides consulting services to institutional investors via Feri Institutional Advisors GmbH. Supported by its subsidiary TPC and the joint venture HEUBECK-FERI Pension Asset Consulting GmbH, MLP also provides companies with independent consulting and conceptual services in all issues pertaining to occupational pension provision and asset and risk management
Clear target group in the consumer business
One of MLP’s core skills lies in providing independent, comprehensive consulting and support to its target client group of academics and other discerning clients. Our business model is geared towards long-term client relations. Indeed, many consultants get to know their clients during their studies and then continue to support them all the way up to retirement age. This closeness to clients allows our consultants to assume the role of reliable financial coaches for our clients and their families.
High quality consulting through outstanding training
MLP – The consulting firm
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Anyone wishing to work as a financial consultant, supporting and advising academics and other discerning clients throughout their entire life, needs to be very well trained and also continue to attend further training during their career. The Corporate University therefore assumes an important role in MLP’s business model. Our company-owned training institute is also one of only 15 corporate academies in Europe to have gained accreditation from the renowned European Foundation for Management Development, thereby securing the high level of expertise among our consultants. You can find more information on the Corporate University in the chapter entitled Client support.
MLP’s client consulting guidelines were laid down in 2009 in a consulting code. We also implemented in full the guidelines of the Association of German Banks (BdB) in 2009 to strengthen investor confidence. Our clients can see the advantages of the holistic and independent consulting approach we provide and are therefore willing to recommend us to others. Thanks to these recommendations, our client base continued to grow in the reporting year. At the end of the year, we had the trust of 785,500 clients. With this our client base grew by 7.9 % compared to the previous year.
MLP locations in Germany
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