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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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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Business magazine Capital honors FERI as best sustainable asset manager

Bad Homburg, 5/17/2023
by FERI
  • Top rating for portfolio, investment process and corporate sustainability
  • FERI convinces with combined SDG approach
  • Investors' need for advice on sustainability is growing steadily

The Bad Homburg-based multi-asset investment house FERI has been named the best independent asset manager in the field of sustainability by the business magazine Capital and the Institut für Vermögensaufbau (IVA). According to the latest survey, FERI was the only provider in this category to receive the maximum rating of five stars.

This is the third time that Capital magazine has joined forces with the IVA to honor the most sustainable banks and asset managers. The experts examined the offerings in the area of ESG and sustainability on the basis of three evaluation categories: Portfolio, ESG in the investment process (product transparency) and finally ESG in the company itself - i.e. the consideration of environmental (Ecological), social and good corporate management (Governance) not only in the investments but also in the actions of the own company.

ESG is combined with SDG

Years ago, FERI implemented a sustainability approach in its investment solutions and consulting services that combines ESG criteria with the United Nations' 17 Sustainable Development Goals (SDG). "We are very pleased to have convinced the jury with this approach," says Dr. Heinz-Werner Rapp, who is the board member responsible for sustainability at FERI.

As a central competence center, the FERI SDG Office, which was founded in 2019, manages the individual consulting of sustainable investment solutions as well as the strategic investments in a future-oriented and responsible investment strategy. "The need for advice and the demand from investors for corresponding funds and investment opportunities are continuously increasing, not least in the area of alternative assets and private markets," emphasizes Antje Biber, who represents the sustainability strategy of the FERI Group as Head of SDG Office.

For FERI, the topic of sustainability also includes a clear commitment to social co-responsibility as a company. "In our commitment to society and the environment, we focus on selected sustainability goals such as climate protection, equality and education. This is where we see our greatest opportunities for influence," says Antje Biber.


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 about EUR 54 billion in the Group, including round about EUR 18 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

Marcel Renné

Chairman of the Board

Rathausplatz 8-10

D-61348 Bad Homburg