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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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Customised Investment Solutions

FERI (Schweiz) offers its clients customised solutions and individual investment strategies tailored to the relevant risk profile, investment period and specific investment criteria. We specialise in implementing single securities portfolios and providing support for strategic asset allocation decisions.

Our Investment Solutions

In addition to individually tailored solutions, we also offer our clients discretionary asset management based on collective investment schemes approved for distribution in Switzerland. The Symphonie fund family reflects our long-term investment strategy and benefits from our expertise in the fields of single securities and selected investments in collective investment schemes.

One of the major advantages is that with this type of investment the minimum sum required is significantly lower than with other investment solutions.

You can find more information about our Symphonie fund family under investments solutions.

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