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Customised Asset Management Global Quality Equities with a Sustainability Focus Exponential Technologies Family Office/Advice Sustainable Investment Solutions/SDG Consulting

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.

Global Quality Equities with a Sustainability Focus Exponential Technologies Customised Investment Solutions Sustainable Investment Solutions/SDG Consulting

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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myFERI/360 Economics Portal

Private Investors

Customised Asset Management

Global Quality Equities with a Sustainability Focus

Exponential Technologies

Family Office/Advice

Sustainable Investment Solutions/SDG Consulting

Institutional Investors

Global Quality Equities with a Sustainability Focus

Exponential Technologies

Customised Investment Solutions

Sustainable Investment Solutions/SDG Consulting

Investment Solutions

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Impressum

Federal Act of Financial Services (FinSA)

Information for clients of FERI (Schweiz) AG

The Swiss Financial Services Act (FinSA) entered into force on 1 January 2020. Among other things, it is intended to strengthen investor protection and the Swiss financial centre as well as create comparable conditions for financial service providers.

Below you will find all relevant information:

Information sheet of FERI (Schweiz) AG

Ordinance of Financial Services (FinSO)

Risks Involved in Trading Financial Instruments