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 been offering independent, high-quality investment solutions with a particular focus on Swiss equities since 2007.

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 been offering independent, high-quality investment solutions with a particular focus on Swiss equities since 2007.

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.

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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

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: bank-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 over 40 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 13-strong Swiss team works in the charming city of Zurich.
The FERI Group has around 200 employees. Its head office is in Bad Homburg, Germany. Further offices 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.

Our teameam

Antje Biber

President of the Board of Directors

T +41 44 312 80 80

antje.biber@feri.ch

Christoph Glatzel

Member of the Board of Directors

Silvio Jagunic

Member of the Management Board

Head of Portfolio Management

T +41 44 312 80 86

silvio.jagunic@feri.ch

Aurelio Lanfranchi

Member of the Management Board

Head of Operations

T +41 44 312 80 74

aurelio.lanfranchi@feri.ch

Philipp Bolliger

Portfolio Manager

T +41 44 312 80 75

philipp.bolliger@feri.ch

Manuel Bottinelli

Portfolio Manager

T +41 44 312 80 85

manuel.bottinelli@feri.ch

Raquel Cambon

Head of Finance an HR

T +41 44 312 80 73

raquel.cambon@feri.ch

Lars Konrad

Head of Global Equities

Portfolio Manager

T +41 44 312 80 83

lars.konrad@feri.ch

Philip Röher

Head of Customer Service

T +41 44 312 80 72

philip.roeher@feri.ch

Alla Sarbach

Head of Legal & Compliance

T +41 44 312 80 84

alla.sarbach@feri.ch

Daniel Weibel

Director

Customer Service

T +41 44 312 80 82

daniel.weibel@feri.ch

Dr. Torsten von Bartenwerffer

Head of Multi Asset

Portfolio Manager

Andrea Zaugg

Accounting

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


Breitingerstrasse 35
CH-8002 Zürich

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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.