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 AG Appoints Dr. Alexander Kotb as Co-Head of the Family Office

Bad Homburg, 9/1/2026
by FERI
  • Establishment of a dual leadership structure to further strengthen advisory services for family wealth and entrepreneurs
  • An institutionally-oriented family office approach combines personalized advisory services with access to hedge funds and private market investments 

FERI AG is continuing the strategic expansion of its Family Office and is systematically refining its management structure. Effective September 1, 2026, Dr. Alexander Kotb will assume responsibility as the first Co-Head of the FERI Family Office. The second Co-Head position will be filled as the organization continues to evolve.

A doctor of law, Kotb has more than two decades of experience advising international entrepreneurial families, managing complex family office structures, and developing cross-border wealth management strategies. His expertise includes, among other things, special-purpose funds, estate planning, credit solutions, and comprehensive support for sophisticated family wealth. Kotb reports to Michael Jänsch, Executive Board Member for Wealth Management & Family Office.

Dr. Marcel V. Lähn, Chairman of the Executive Board, CEO & CIO of FERI, emphasizes: “By establishing a co-head structure, we are specifically strengthening our Family Office while also laying the foundation for its further development. The needs of entrepreneurs and entrepreneurial families are becoming increasingly complex: diverse asset classes, cross-generational interests, and international structures must be integrated and coordinated within our advisory services. I am very pleased that we have been able to fill the first of these key positions with Dr. Kotb, a proven specialist with extensive expertise.”

FERI’s family office approach combines personalized advice on family wealth and for entrepreneurs with institutionally-oriented wealth management methods. In addition to traditional liquid asset classes, private market investments, volatility strategies, and global hedge fund strategies can also be incorporated into the asset structure. This provides private clients with an investment universe that, in this breadth, is traditionally accessible primarily to institutional investors.

Strategic Development of the Family Office

Michael Jänsch, Executive Board Member for Wealth Management & Family Office, says: “Entrepreneurial families expect us, as their partner, to take a holistic approach to and structure their investments, family office services, and cross-generational wealth planning. With Dr. Alexander Kotb, we are gaining a proven expert with exceptional experience in managing complex wealth structures.”

Dr. Alexander Kotb adds: “FERI combines excellent investment expertise with a holistic family office approach. This combination offers significant added value, especially for entrepreneurial families. I look forward to working alongside our team as co-head to support our clients over the long term and to actively help shape the further expansion of our wealth management business.”

Dr. Kotb most recently served as Managing Director and Senior Advisor at Julius Bär Germany. Prior to that, he played a key role in building Pictet & Cie.’s wealth management business in Germany over many years. With his appointment, FERI underscores its strategic focus on further expanding its wealth management and family office services and supporting entrepreneurial families with an interdisciplinary advisory approach of the highest caliber.


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 over EUR 68 billion, including more than EUR 18 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.



Media relations contact

Julia Kramer

Head of Communications & Spokesperson

Rathausplatz 8-10

Dr. Marcel V. Lähn Portrait
Michael Jänsch Portrait
Dr. Alexander Kotb Portrait