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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FERI (Schweiz) AG

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


CH-8002 Zürich
Tödistrasse 48

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Focus on the FERI brand

Bad Homburg, 7/31/2023
by FERI
  • FERI Trust is renamed FERI AG
  • Joint Management Committee for FERI Group and individual business units
  • Marcus Brunner becomes new Management Board member and Chief Operating Officer of FERI AG

The Bad Homburg-based multi-asset investment house FERI is pushing ahead with its focus on the brand and, as a result, is adjusting its organizational structure: FERI Trust GmbH has been renamed FERI AG. Together with the two foreign subsidiaries in Luxembourg as well as in Switzerland, it forms the core of the FERI Group. "With this step, we want to set up our company even more efficiently and position it for the future," says Marcel Renné, Chairman of the Management Board of FERI AG. The goal, he said, is to bring FERI's DNA as a multi-asset investment house even more to the fore, both internally and externally. 

The management of FERI in the new structure will be implemented via the Management Committee. In addition to the members of the Management Board, this committee also includes the divisional directors for the individual customer segments and business areas as well as representatives of the foreign subsidiaries. 

Marcus Brunner, who had already been working for FERI as Head of Finance and Managing Director since 2016, joined the FERI AG Management Board on July 1. "We are delighted that Marcus Brunner is joining the Executive Board team as Chief Operating Officer and taking on responsibility for the important areas of Finance & Operations," says Dr. Uwe Schroeder-Wildberg, Chairman of the Supervisory Board of FERI AG and of the Executive Board of the MLP Group. Before joining FERI, Marcus Brunner was Head of Group Audit at MLP for more than ten years. He studied business administration at the TH Nuremberg and completed an MBA at the Mannheim Business School and the ESSEC Business School in Paris while working. 

Other members of the Executive Board of FERI AG are Dr. Marcel V. Lähn (CIO) and Marcel Renné as CEO. Dr. Heinz-Werner Rapp continues to head the FERI Cognitive Finance Institute as its founder.


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 & CEO

Rathausplatz 8-10

D-61348 Bad Homburg

230731 FERI AG Vorstand