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 more than 300 private and more than 200 institutional investors with total assets of about 54 billion euro or approximately 53 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.

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