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 a unique expertise in asset management and advisory services for discerning clients. The sustainable 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) offers the opportunity to actively participate in these developments and to invest in an innovative concept.

FERI (Schweiz)’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 a unique expertise in asset management and advisory services for discerning clients. The sustainable 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) 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 (SDG) and increase their understanding of this at the different levels of the investment process.

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Why FERI?

When it comes to analysing, understanding and managing your entire asset structure and investments, we are the go-to investment firm in the German-speaking area.

This is because we gain deeper insights and therefore achieve greater rewards for you than other firms.

 

 

 

About us - facts and figures

Milestones

2020
FERI (Schweiz) AG and Limmat Wealth AG cooperate.

2018 
The FERI Group strengthens its presence in Switzerland and demonstrates this commitment by the name of its Swiss subsidiary: FERI (Schweiz) AG, which is regulated by the Swiss Financial Market Supervisory Authority (FINMA), combines the extensive equities expertise of Michel & Cortesi Asset Management with FERI’s long-standing experience in advisory and asset management services.

2015  
The new joint venture has been operating under the name of Michel & Cortesi Asset Management since July 2015 and combines Michel & Cortesi’s many years of wide-ranging knowledge of Swiss securities with FERI’s unique expertise in asset management and advisory services for discerning private and institutional clients.

2014
Michel & Cortesi Asset Management and FERI Trust AG (Schweiz) are merged in November. 

2008
FERI Trust AG (Schweiz) is established as an independent specialist for investment solutions for private and institutional investors in Switzerland

2007
Michel & Cortesi Asset Management AG is founded as an independent specialist in Swiss capital investments (equities and bonds).  

1987
FERI is founded as the first German multi-family office for the Quandt family and its associates in Bad Homburg, Germany. The firm was established on the basis of a unique idea: independent, first-class asset consulting and management in combination with the expertise of its own economic research institute.  

Figures

Investment Volume 
Jointly managed investment volume of approximately 58.6 billion Swiss francs.  

Clients 
Together with the FERI Group, we offer tailor-made investment solutions for over 300 private and more than 200 institutional clients. 
Our clients include wealthy families, pension schemes, private banks, insurance companies, trusts and foundations.

Employees
Our Swiss team has around 25 members and works in the charming city of Zurich.
The FERI Group has around 220 employees. Its head office is in Bad Homburg, Germany. Further locations are in Dusseldorf, Hamburg, Munich, Luxembourg and Vienna. 

Regulation
FERI (Schweiz) AG (formerly Michel & Cortesi) has been approved by FINMA as an asset manager of collective investment schemes since 2007.

FERI at a glance

You are looking for short and concise information about our business modell? 

Then please take a look at our digital corporate brochure. 

Open brochure

Contact Persons

Frank W. Straatmann

Chairman of the Board

Peter Wittich

Vice Chairman of the Board

Dr. iur. Maurizio A.M. Genoni

Member of the Board /

Member of the Executive Board

T +41 44 312 80 80

maurizio.genoni@feri.ch

Silvio Jagunic

Member of the Board / Chairman of the Executive Board

Head of Portfolio Management

T +41 44 312 80 86

silvio.jagunic@feri.ch

Sandro Baumann

Portfolio Management

Exponential Strategies & Special Investment Solutions

T +41 44 312 80 89

sandro.baumann@feri.ch

Mirona Bojic

Portfolio Management

Global Equities & Sustainability Strategies

T +41 44 312 80 90

mirona.bojic@feri.ch

Philipp Bolliger

Director Portfolio Management

Head of Exponential Strategies & Special Investment Solutions

T +41 44 312 80 75

philipp.bolliger@feri.ch

Raquel Cambon

Director

Head of Finance and HR

T +41 44 312 80 73

raquel.cambon@feri.ch

Daniel Canova

Executive Assistant

T +41 44 312 80 85

daniel.canova@feri.ch

Yuning Huang

Portfolio Management

Exponential Strategies & Special Investment Solutions

T +41 44 312 80 88

yuning.huang@feri.ch

Lars Konrad

Director Portfolio Management

Head of Global Equities & Sustainability Strategies

T +41 44 312 80 83

lars.konrad@feri.ch

Natascha Les

Director

Head of Legal & Compliance, Risk Management

T +41 44 312 80 77

natascha.les@feri.ch

Jan Mueller

Portfolio Management

Head of Multi Asset Strategies

T +41 44 208 24 64

jan.mueller@feri.ch

Philip Röher

Director

Wholesale & Clients

T +41 44 312 80 72

philip.roeher@feri.ch

Daniel Weibel

Director

Private Clients

T +41 44 312 80 82

daniel.weibel@feri.ch

Rebecca Wildberger

Risk Management

T +41 44 312 80 84

rebecca.wildberger@feri.ch

Andrea Zaugg

Senior Client and Fund Accountant

T +41 44 312 80 76

andrea.zaugg@feri.ch

How to find us

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FERI (Schweiz) AG

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


Tödistrasse 48
CH-8002 Zurich

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FERI (Schweiz) AG

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


Tödistrasse 48
CH-8002 Zurich

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