Facts & Figures

 

Dates

 

 

   
2018     FERI Group strengthens its Swiss market presence and shows this committment in the Swiss subsidiary's name: FERI (Schweiz) AG (FINMA regulated) combines the longstanding expertise for Swiss securities of Michel & Cortesi Asset Management with FERI's Know-how for consulting and investment management.   
2015






    The new joint venture has been operating under the name of "Michel & Cortesi Asset Management" since July 2015 and combines Michel & Cortesi's long-standing and comprehensive expertise in Swiss securities with FERI's unique expertise in asset management and advisory services for demanding private and institutional clients.

 
2014


    Merger of Michel & Cortesi Asset Management and FERI Trust AG (Switzerland) in November.  
2008



    Foundation of FERI Tust AG (Switzerland) as an independent specialist for investment solutions for private and institutional investors in Switzerland.


 
2007



    Foundation of Michel & Cortesi Asset Management AG as an independent specialist for Swiss investments (equities & bonds).  
1987






    Establishment of FERI in 1987 as the first German multi-family office in the environment of the Quandt family in Bad Homburg with a unique idea: the combination of bank-independent, first-class investment advice and financial advisory services.
The company's own economic research institute is responsible for the management and administration of the company.
 

FACTS

 

 

   
Investment volume 

    Jointly managed investment volume of over CHF 40 billion.

 
Clients






    Together with the FERI Group, we offer tailored investment solutions for over 300 private and 200 institutional clients.

Our clients include wealthy families, pension funds, private banks, insurance companies and foundations.
 
Employees






    In Switzerland, we are represented by a team of 13 employees at the attractive Zurich location.

The FERI Group employs a total of around 200 people and has its headquarters in Bad Homburg as well as further locations in Düsseldorf, Munich, Vienna and Luxembourg.
 
Services
 
 


   

    Asset management for private and institutional clients
Family Office/Consultation
portfolio management
Swiss securities
Multi Asset Concepts
Alternative investments
 
Regulation






   

FERI (Schweiz) AG (previously Michel & Cortesi Asset Management AG) is an asset manager of collective investment schemes approved by the Swiss Financial Market Supervisory Authority FINMA since 2007.

 

 

 

 

 

 

FERI (Schweiz) AG

Breitingerstrasse 35
CH-8002 Zürich , Schweiz

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

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FERI Trust (Luxembourg) S.A.
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FERI Cognitive Finance Institute
Our Think Tank for strategic topics and recommendations for investors.