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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"Progressive Twenties" bring massive upheaval for investors

Bad Homburg, 11/09/2021
by FERI
  • Decade of progressive acceleration creates new investment opportunities
  • Sustainability in illiquid assets as a challenge
  • Technological structural break through crypto-assets
  • 34th FERI Conference with strategic outlook on megatrends and game changers

The 2020s are marked by progressive acceleration, which is exerting massive pressure for change on the financial markets as well. Experts spoke about the opportunities and risks of the Great Progression for professional investors last week at the 34th FERI Conference. The focus was on key megatrends that have enormous disruptive potential, but also offer attractive investment opportunities. "Climate change and digitalisation are the most important drivers of the upcoming upheavals. These megatrends are highly progressive and virtually irreversible. Investors therefore need to get as comprehensive a picture as possible of the consequences," said Dr Heinz-Werner Rapp, board member and chief investment officer at FERI. The topic of sustainability, for example, is a "game changer" that will significantly change the capital investment and compliance of institutional investors in the coming years. Technological innovations such as crypto assets are also developing a progressive dynamic that is challenging the capital markets.

Institutional investors focus on sustainable investments

The topic of sustainability is playing an increasingly important role in the selection and evaluation of illiquid investments for institutional investors, as Martina Nitschke, authorised signatory and head of the investment department at Verwaltungsgesellschaft für Versorgungswerke mbH (VGV), explained in her presentation. For example, she said, the investment process has steadily evolved in recent years from exclusion criteria to the inclusion of ESG objectives in manager selection to more in-depth ESG due diligence and the definition of scoring models. "The issue of sustainability is more difficult to implement in alternative asset classes than in traditional investments. This makes it all the more important here to pay increased attention to measuring and monitoring the interrelationships of effects. In doing so, we draw on the expertise of selected data providers and service providers for reporting," said Nitschke. "To achieve high investment ratios in the alternative space, we are taking advantage of the latitude provided by the Investment Ordinance and regulation to target risk capital where it will make the greatest risk-adjusted contribution to meeting our objectives. The illiquidity of alternative asset classes can actually be an advantage in this regard, as short-term market movements do not have an immediate impact due to longer reporting periods," Nitschke added.

Crypto assets are changing the capital markets

Rudolf Siebel, managing director of the German fund association BVI, reported on crypto-assets as a new playing field for investors. Unnoticed by the general public, Germany has implemented one of the most progressive legislations in the field of crypto-assets, he said. "Institutional investors can already invest at least 20 percent of their investments in crypto-assets. This does not only mean cryptocurrencies, but also investments based on the tokenization of assets," Siebel explained. He added that the digitization of assets in a blockchain infrastructure will radically change capital markets in the future. "The ease and speed with which digital assets can be traded may also make the function of some service providers in settlement redundant, which may lead to disruptive developments in the financial industry in the future," stressed Marcus Burkert, Managing Director Institutional Clients at FERI Trust.


About FERI

Founded in 1987 and headquartered in Bad Homburg, Germany, the FERI Group has developed into one of the leading investment houses in the German-speaking area. FERI offers tailor-made solutions for institutional investors, family assets and trusts in the following areas:  

The FERI Cognitive Finance Institute was formed in 2016. It is the strategic research centre and creative think tank of the FERI Group. The Institute focuses on innovative analyses and the development of methods for long-term oriented economic and capital market research. 

FERI and MLP currently manage assets of EUR 51.4 billion, including EUR 13 billion in alternative investments. The FERI Group is headquartered in Bad Homburg and has locations in Dusseldorf, Hamburg, Luxembourg, Munich, Vienna and Zurich.



Media relations contact

Katja Liese

Member of the Management Board

Head of Press & Communications

T +49 (0) 6172 916-3192

F +49 (0) 6172 916-1192

presse@feri.de

FERI AG

Rathausplatz 8-10

D-61348 Bad Homburg

Dr. Heinz-Werner Rapp
Dr. Heinz-Werner Rapp
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Katja Liese
Member of the Management Board
Head of Press & Communications

T +49 (0) 6172 916-3192
F +49 (0) 6172 916-1192
presse@feri.de

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Rathausplatz 8-10
D-61348 Bad Homburg

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Katja Liese
Member of the Management Board
Head of Press & Communications

T +49 (0) 6172 916-3192
F +49 (0) 6172 916-1192
presse@feri.de

FERI AG
Rathausplatz 8-10
D-61348 Bad Homburg

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