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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FERI starts the new year with Werte-Stiftung: partnership strengthens liberal democratic values

Bad Homburg, 1/22/2026
by FERI
  • FERI to become official partner of the Werte-Stiftung (Value Foundation) from January 2026
  • Aim to strengthen liberal democratic values in society and education
  • Focus on promoting school projects and initiatives for value-oriented innovations

FERI AG will become an official partner of the Werte-Stiftung (Value Foundation) in the new year. Together, they pursue the goal of sustainably strengthening liberal democratic values in society and education. FERI's support is both financial and practical. As part of the cooperation, school projects will be designed and organized to promote students' understanding of democracy.

“A new year always marks a new beginning – and that is exactly what this partnership stands for,” says Dr. Anna-Lisa Schwarz, Managing Director of the Werte-Stiftung. “Thanks to FERI's support, we can consistently expand our work, increase our impact, and, above all, support young people in taking responsibility and living democracy in their everyday lives.”

FERI will support the expansion of the school project “Werte (er)leben” (Experience Values) and will be involved in initiatives related to value-oriented innovations, including the “Hand-in-Hand @Start-up Land” agenda. The partnership also complements FERI's existing cooperation with the former subsidiary of the Werte-Stiftung, Futury, which is committed to value-oriented innovations and the establishment of a start-up factory in the Rhine-Main area, thereby strengthening the connection between innovation, entrepreneurship, and social responsibility.

For FERI, this cooperation is another important step in assuming social responsibility. Marcel Renné, CEO of FERI AG, emphasizes: “Social cohesion and sustainability arise where responsibility becomes concrete. With the Values Foundation, we support projects that provide guidance, promote democratic skills, and enable engagement.”

The partnership builds on FERI's diverse social engagement, which includes education and future-oriented topics. As part of the FERI4Education initiative, FERI initiates and organizes projects on high-quality education and sustainable development at local schools and universities – including democracy education. This is a field that is being further strengthened by the cooperation of the Werte-Stiftung and its commitment to values and democracy education for children and young people.


About FERI

The FERI Group, headquartered in Bad Homburg, Germany, was founded in 1987 and has developed into one of the leading multi-asset investment houses in the German-speaking region. FERI offers tailor-made solutions for institutional investors, family assets and foundations in the business areas:

Founded in 2016, the FERI Cognitive Finance Institute acts as a strategic research center and creative think tank within the FERI Group, with a clear focus on innovative analyses and method development for long-term aspects of economic and capital market research.

Together with MLP, FERI currently manages assets of EUR 64.2 billion, including around EUR 18.6 billion in alternative investments. In addition to its headquarters in Bad Homburg, the FERI Group also has offices in Düsseldorf, Hamburg, Hanover, Munich, Luxembourg, Vienna and Zurich.


About the Werte-Stiftung

The non-profit Werte-Stiftung, founded in Frankfurt in 2005 as a result of civic engagement, aims to promote a society in which a conscious approach to values is a firm and majority component of individual and social action. Based on the conviction that values serve as a compass and anchor for everyone, its goal is to promote awareness of the importance of our liberal democratic values and thus strengthen social cohesion. To this end, it implements projects in the fields of sports and education that convey values, bring them to life, and place them at the center of public discourse. For example, top Olympic athletes are promoted as role models for values, and the formation of values among young people is supported through a wide range of learning opportunities. It also initiates value-oriented innovative ideas.

Further information: www.wertestiftung.org

 

Press contact FERI

Please feel free to contact us using the contact form.

 

Press contact Werte-Stiftung

Dr. Anna-Lisa Schwarz
Managing Director
anna-lisa.schwarz@wertestiftung.org
+49 69 65 00 71 34


Media relations contact

Marcel Renné

Chairman of the Board & CEO

Rathausplatz 8-10

D-61348 Bad Homburg