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 been offering independent, high-quality investment solutions with a particular focus on Swiss equities since 2007.

FERI (Schweiz) has unique expertise in asset management and advisory services for discerning clients. The global 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) now offers the opportunity to actively participate in these developments and to invest in an innovative concept.

FERI’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 been offering independent, high-quality investment solutions with a particular focus on Swiss equities since 2007.

FERI (Schweiz) has unique expertise in asset management and advisory services for discerning clients. The global 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) now 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 and increase their understanding of this at the different levels of the investment process.

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At FERI, we reduce the complexity of financial issues through in-depth market knowledge and our own research team. By constantly thinking ahead, we create innovative and successful investment solutions to protect and grow assets.

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FERI Trust GmbH

T +49 (0) 6172 916-3600
F +49 (0) 6172 916-9000
ft@feri.de


Rathausplatz 8-10
61348 Bad Homburg

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Telephone
Contact
FERI Trust GmbH

T +49 (0) 6172 916-3600
F +49 (0) 6172 916-9000
ft@feri.de


Rathausplatz 8-10
61348 Bad Homburg

Contact

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Country of Origin

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Type of Investor

Are you a Qualified Investor? 

According to Art. 10 Abs. 3 KAG the following count as qualified investors: (a) regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes, as well as central banks; (b) regulated insurance institutions; (c) public entities and retirement benefits institutions with professional treasury operations, and (d) companies with professional treasury obligations.

Furthermore, high net-worth individuals can also declare in written form that they want to be classified as qualified investors  according to Art. 10 Abs. 3bis KAG. Investors who have signed an asset management contract according to Art. 3 Abs. 2 Bst. b and c KAG are classified as qualified investors unless they have declared they do not want to be classified as a qualified investor in written form.

Terms of Use and Legal Notice

Any persons, who access the information published on the FERI (Schweiz) website (hereinafter referred to as “Website”), must accept the following terms of use and the legal notice. 

Persons, who are not allowed to access the information provided on this website due to local laws, regulatory requirements or other reasons - especially citizens of the USA, UK, Japan, China and Singapur - are not allowed to access this site. 

Copyright

The entire content of the website is protected by copyright. Saving, downloading or printing of individual pages and/or sections of the website is only permitted with full acknowledgement of the source. The content is only allowed to be used for personal information purposes. Any transmission by electronic or other means, modification or use for public or commercial purposes is prohibited without the prior written consent of FERI (Schweiz) AG. 

Information Provided Does not Constitute an Offer or Advice

The information contained on this website is for information purposes only. The information on this website does not constitute a solicitation, an offer or a recommendation to use a service, buy or sell investment products, or make other transactions.

This website does not offer any advice (investment, legal or tax advice).
Please obtain the advice of a professional financial advisor before you take any investment decisions.

It should be noted that the investment funds on which information is published here should be purchased solely on the basis of the details provided in the valid sales prospectus, including the contractual terms and conditions and the last audited annual report or the half-year report, if the latter is more recent than the last annual report. These sales documents can be requested free of charge from the relevant investment fund company, depositary, or paying agencies.

No Liability

FERI (Schweiz) AG has taken the greatest possible care in the compilation of the content on this website. However, it accepts no liability (either express or implicit) concerning the correctness, reliability, currentness or completeness of the content on the website. The information and the material are offered on the website on an as is and as available basis. FERI (Schweiz) AG GmbH makes no assurances and disclaims all liabilities, either expressed or implied, with respect to the information and functions on the website, in particular with regard to guarantees of copyrights and other rights, or marketability and suitability for a particular purpose. This also applies to the reliability or availability of the website or the information or results of use of this website, and to whether the web page has any viruses or contains errors. The information provided on this website  is solely for private use and for informative purposes. It is subject to changes at any time and without prior notice.

Disclaimer

Die FERI (Schweiz) AG is not liable in any case for any losses, damages or consequential damages of any kind arising from the use of the information on this website. 

Links to Other Websites

Links on the website of FERI (Schweiz) AG may indicate third-party websites. They may contain information on funds that are not approved by the FINMA or are not approved for sale in Switzerland which may not be available for sale in Switzerland. FERI (Schweiz) AG does not accept any liability for the accuracy, completeness and legality of the content of such websites, or for any possible offers contained therein.

Data Security

Access to the website of FERI (Schweiz) AG is open and unencrypted. Therefore, it cannot be ruled out that data sent may be viewed by third parties. In addition, the data may also be circulated across borders under certain circumstances. Confidentiality of communication via the internet is not always adequately guaranteed. Therefore, it is recommended that this medium should not be used for the transfer of client data and other business-critical information.

The website and the associated data are managed by FERI (Schweiz) AG. Please see the information in relation to the legal disclosures for more information.

Warning on Risks

Past performance is no guarantee of future results. In other words, the value of an investment may go down as well as up, and may be subject to significant fluctuations. It cannot be guaranteed that the  invested capital will be preserved.

English Version

The English version of this disclaimer is only a contextual translation of the German version. The German version is therefore the legally binding one.

Applicable Law

Acces to, and use of, the FERI (Schweiz) AG website are subject to Swiss law. The place of jurisdiction is Zurich, Switzerland.

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