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

2023
Merger of FERI (Schweiz) AG with Limmat Wealth AG

2021
Limmat Wealth AG becomes a wholly owned subsidiary of FERI (Schweiz) AG and expands the basis of individual wealth management for Swiss and international private clients.

2018
The FERI Group strengthens its presence in Switzerland and reflects this commitment in the company name of its Swiss subsidiary: renamed FERI (Schweiz) AG.

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 within the FERI Group of around CHF 53 billion.

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 250 employees. Its head office is in Bad Homburg, Germany. Further locations are in Dusseldorf, Hamburg, Munich, Luxembourg and Vienna.

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

Board of Directors

Frank W. Straatmann

Chairman of the Board

+49 6172 916 31 38

frank.straatmann@feri.de

FERI (Schweiz) AG

 

Frank Straatmann has been with the FERI Group for over 20 years and was for a long time the FERI Group's Board Member for Private Clients and Managing Director of FERI Trust. From 2021 onwards, he concentrated on the client business and the management of the FERI Group branch in Düsseldorf. In addition, he continued to drive forward strategic projects - such as the acquisition of the Swiss asset manager Limmat Wealth by FERI (Schweiz) AG at the beginning of 2021. He has been Chairman of the Board of Directors of FERI (Schweiz) AG since 2022.

Peter Wittich

Vice Chairman of the Board

+49 6172 916 48 13

peter.wittich@feri.de

FERI (Schweiz) AG

 

Peter Wittich is a licensed lawyer in Germany and has been working in the financial industry since 2000. After holding positions at the consulting firms Arthur Andersen and Ernst & Young, he joined the FERI Group in 2013. After holding various management positions in the fund management companies of the FERI Group, Peter Wittich became Vice-Chairman of the Board of Directors of FERI (Schweiz) AG in 2021 and a member of the Executive Board in 2022. Peter Wittich also represents the interests of FERI (Schweiz) AG in the FERI Group.

Silvio Jagunic, lic.oec.publ., AZEK/CIIA

Member of the Board

+41 44 312 80 86

silvio.jagunic@feri.ch

FERI (Schweiz) AG

 

Silvio Jagunic is co-founder of Michel & Cortesi Asset Management AG (2008), which was acquired by FERI in 2014. From 1993-2008 he worked for Swiss Re in various areas. Among other things, he was a research analyst for technology stocks and portfolio manager in Europe and Hong Kong, responsible for equity portfolios in China, Hong Kong, Korea and Taiwan. Silvio Jagunic holds a degree in business administration from the University of Zurich and is a certified financial analyst and asset manager (CIIA).

Dr. Ulrich Fricker

Member of the Board

+41 44 312 80 80

ulrich.fricker@feri.ch

FERI (Schweiz) AG

 

Studied economics at the University of St. Gallen, specializing in risk management and insurance. Most recently, he was CEO of accident insurer Suva after holding management positions at the Elvia insurance group and KPMG. Today, he holds various positions on boards of directors and foundation boards, including Chairman of the Hospital Board of Switzerland's third-largest hospital group.

Regula Hotz

Member of the Board

+41 44 312 80 80

regula.hotz@feri.ch

FERI (Schweiz) AG

 

Regula Hotz studied electrical engineering and later food science at ETH Zurich. She has been a member of the Executive Board of Jakob Kowner AG since 2009 and has managed the company since the beginning of 2012, making a significant contribution to the success and further development of the company through her innovative leadership, her comprehensive technical expertise and her strong focus on sustainable growth.

Executive Board

Silvio Jagunic, lic.oec.publ., AZEK/CIIA

Chairman of the Executive Board

Portfolio Management

FERI (Schweiz) AG

Peter Wittich

Member of the Executive Board

Legal, Compliance, Risk-Management, Operations

FERI (Schweiz) AG

Dr. iur. Maurizio A.M. Genoni

Member of the Executive Board

Private Clients

FERI (Schweiz) AG

Portfolio Management

Lars Konrad, CESGA, CCI

Head of Global Equities and ESG & SDG

Portfolio Management

+41 44 312 80 83

lars.konrad@feri.ch

FERI (Schweiz) AG

Philipp Bolliger

Head of Exponential Strategies & Special Investment Solutions

Portfolio Management

+41 44 312 80 75

philipp.bolliger@feri.ch

FERI (Schweiz) AG

Philip Röher

Director Marketing & Sales Wholesale

+41 44 312 80 72

philip.roeher@feri.ch

FERI (Schweiz) AG

Sandro Baumann

Exponential Strategies & Special Investment Solutions

Portfolio Management

+41 44 312 80 89

sandro.baumann@feri.ch

FERI (Schweiz) AG

Yuning Huang

Exponential Strategies & Special Investment Solutions

Portfolio Management

+41 44 312 80 88

yuning.huang@feri.ch

FERI (Schweiz) AG

Mirona Tosic

Global Equities & Sustainability Strategies

Portfolio Management

+41 44 312 80 90

mirona.tosic@feri.ch

FERI (Schweiz) AG

Jelena Vogel

CEO Assistant

+41 44 312 80 87

jelena.vogel@feri.ch

FERI (Schweiz) AG

Private Wealth

Jan Müller, CAIA, CFS, CCFE

Head of Multi Asset Strategies and Private Wealth Strategies

+41 44 208 24 64

jan.mueller@feri.ch

FERI (Schweiz) AG

Guido Terruzzi, CFA

Head of Private Clients

+41 44 208 24 77

guido.terruzzi@feri.ch

FERI (Schweiz) AG

Christof S. Nestel, CEFA

Director Private Clients

Senior Relationship Manager

+41 44 208 24 76

christof.nestel@feri.ch

FERI (Schweiz) AG

Daniel Weibel

Director Private Clients

Senior Relationship Manager

+41 44 312 80 82

daniel.weibel@feri.ch

FERI (Schweiz) AG

Alexander Pachmann

Relationship Manager

Private Clients

+41 44 208 24 70

alexander.pachmann@feri.ch

FERI (Schweiz) AG

Yvonne Crippa-Fröhlich

Assistant Executive Board

+41 44 208 24 73

yvonne.crippa@feri.ch

FERI (Schweiz) AG

Tina Knecht

Assistant Private Clients

+41 44 208 24 72

tina.knecht@feri.ch

FERI (Schweiz) AG

Finance & HR

Raquel Cambon

Head of Finance & HR

+41 44 312 80 73

raquel.cambon@feri.ch

FERI (Schweiz) AG

Andrea Zaugg

Senior Client and Fund Accountant

+41 44 312 80 76

andrea.zaugg@feri.ch

FERI (Schweiz) AG

Pascal Bischofberger

Client and Financial Accountant

+41 44 312 80 71

pascal.bischofberger@feri.ch

FERI (Schweiz) AG

Compliance & Risk-Management

Natascha Les

Head of Legal & Compliance, Risk Management

+41 44 312 80 77

natascha.les@feri.ch

FERI (Schweiz) AG

Anna Fischer

Risk Manager

Compliance Officer

+41 44 312 80 84

anna.fischer@feri.ch

FERI (Schweiz) AG

Operations

Manuel Liersch

Operations Officer

+41 44 312 80 74

manuel.liersch@feri.ch

FERI (Schweiz) AG

Dimitrios Vogiatzis

Student Assistant Operations

+41 44 312 80 93

dimitrios.vogiatzis@feri.ch

FERI (Schweiz) AG

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CONTACT
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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 Zürich

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FERI (Schweiz) AG

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


CH-8002 Zürich
Tödistrasse 48

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