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.