FERI (Schweiz) stands for comprehensive, individual, transparent and sustainable advice and support. We draw on over 30 years of experience. In collaboration with the other entities of the FERI Group, we offer private investors a wide range of asset management services.

FERI (Schweiz) has unique expertise in asset management and advisory services for discerning clients. The global quality concept is based on the quality investing approach, in which financially sound companies are identified through targeted selection on the basis of various quality characteristics.

Artificial intelligence (AI), the Internet of Things (IoT) and 5G – exponential technologies will trigger a wave of transformation in society and the environment in the coming decades. FERI (Schweiz) now offers the opportunity to actively participate in these developments and to invest in an innovative concept.

FERI’s employees specialise in providing individual, comprehensive and long-term advice to discerning families. We provide solutions for the preservation and growth of family wealth – for this generation and the next. We offer strategic aset planning, advice on implementation, profitability monitoring, risk management, asset protection strategies and sustainability consulting. 

FERI (Schweiz) offers clients a range of advisory services and individual investment solutions to give them clarity as to how compatible their investments are with the United Nations sustainable development goals and increase their understanding of this at the different levels of the investment process.

FERI (Schweiz) has unique expertise in asset management and advisory services for discerning clients. The global quality concept is based on the quality investing approach, in which financially sound companies are identified through targeted selection on the basis of various quality characteristics.

Artificial intelligence (AI), the Internet of Things (IoT) and 5G – exponential technologies will trigger a wave of transformation in society and the environment in the coming decades. FERI (Schweiz) now offers the opportunity to actively participate in these developments and to invest in an innovative concept.

FERI (Schweiz) offers its clients customised solutions and individual investment strategies. Our particular strength lies in mandates with special risk-return targets, which we define individually with our clients

FERI (Schweiz) offers clients a range of advisory services and individual investment solutions to give them clarity as to how compatible their investments are with the United Nations sustainable development goals and increase their understanding of this at the different levels of the investment process.

Set this page to:
Go to FERI in:
myFERI Economics Portal FERI Portal

Welcome to
FERI (Schweiz) AG

FERI (Schweiz) AG

FERI (Schweiz) AG, headquartered in Zurich, is part of the FERI Group based in the German city of Bad Homburg. The firm has many years of experience and wide-ranging expertise in Swiss and international securities (single securities and fixed income securities), combined with FERI’s unique know-how in asset management and advisory services for discerning private and institutional clients.

The FERI Group manages a total of 300 private and 200 institutional investors with total assets of 39.6 billion euro and approximately 42 billion Swiss francs respectively.

Independence

We operate completely independently as providers of portfolio management and asset management services – a concept that is becoming increasingly rare in today’s financial markets. We therefore have only our clients’ interests at heart and can objectively evaluate the investment opportunities available on the market and make unbiased, individually tailored recommendations. There are no hidden fees or premiums and no transaction incentives: our investment recommendations are based exclusively on independent risk/reward assessments. We disclose portfolio maintenance commissions, retrocessions and similar advantages and pass them on directly to our clients.

Individual Solutions

We do not rely on ready-made investment solutions, because every client is different. Our client relationships are always long-term – FERI guides the client through the entire investment process: from the development of an individual investment strategy to its implementation and regular review. For us, transparency, integrity, honesty and reliability are decisive success factors. We show our clients clearly and comprehensibly how we work, the decisions we make and why we make them, and how we implement them.

Comprehensive Research

Our work is based both on our own equity research and on the extensive in-house research activities of the FERI Group. These provide us with crucial early indications of long-term investment trends and key emerging issues. This knowledge enables us to reduce complexity and identify structures that help us find innovative and successful solutions for each individual client.

Sustainability/Sustainable Development Goal (SDG) Consulting

The issue of sustainability is not only a socio-political imperative. For FERI, it also includes a clear commitment to social responsibility as a financial services provider in its development of long-term beneficial investment solutions and corresponding advisory services.

We promote sustainability at many levels in order to make a targeted contribution to the further development and broadening of public awareness. FERI provides support for projects, organises conferences, delivers lectures and produces its own studies and publications – all focusing on sustainable development goals, climate change, decarbonisation and impact investing.

Find out more about it by clicking here

Contact
Contact
Login
Languages
FERI (Schweiz) AG

T +41 (0) 44 312 80 80
F +41 (0) 44 312 80 81
info@feri.ch


Breitingerstrasse 35
CH-8002 Zürich

Contact

Thank you for your message. We come back to your request.

Sorry, an error has occurred.

The secure code you entered is invalid.

Set this page to:
Go to FERI in:
CONTACT
Telephone
Contact
FERI (Schweiz) AG

T +41 (0) 44 312 80 80
F +41 (0) 44 312 80 81
info@feri.ch


Breitingerstrasse 35
CH-8002 Zürich

Contact

Thank you for your message. We come back to your request.

Sorry, an error has occurred.

The secure code you entered is invalid.