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 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 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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Data Protection Information for Website Users

1. Controller and Contacts

The controller responsible for data processing is FERI AG, Haus am Park, Rathausplatz 8-10, 61348 Bad Homburg, Germany.

Phone: +49 (0) 6172 916–0
Fax: +49 (0) 6172 916–9000
Email: info@feri.de

FERI AG’s data protection officer can be contacted at datenschutz@feri.de.

2. Data Processing (Data, Purposes, Legal Basis, Recipient)

2.1. Necessary Cookies for Site Use

The website sets various cookies in order to use the functionalities of the website. The details and individual cookies are described in the cookie control tool/under point 4.0 "Detailed Information on Cookies" of this data protection information in the "Required" section. 

2.2. Analysis of the Nature and Scope of Website Use/Google Analytics with Cookies

With your consent information concerning the time, duration and scope of the website use as well as information on the accessing device, such as operating system, region and browser type, is collected via the analysis software Google Analytics operated by Google. The data is processed in pseudonymised form to generate anonymous information concerning the nature of the website use, in order to continually improve the website and to better adapt the contents to the needs of the users. The basis is your consent according to Article 6 paragraph 1 letter a of the General Data Protection Regulation (GDPR). The details and individual cookies are described in the cookie control tool/under point 4.0 "Detailed Information on Cookies" of this data protection information in the "Statistics" section.

2.3. Contact Form

The contact form is used to collect, process and respond to the information given in the data fields on the form (name, contact data, contents) and also to process the information concerning usage time. The data is transmitted to the FERI company mentioned and shown on the contact form. This processing is only necessary for making contact. The basis is the consent you have given (Article 6 paragraph 1 letter a of the General Data Protection Regulation). 
The data is usually erased within a year after the matter has been settled. Information of relevance for the contract transmitted in this way is stored in the clientfile and erased at the end of the client relationship.

2.4. Registering for an Event

When you register for an event your last name, first name, email address, company, participation status, further remarks and the time of registration are recorded and used to organise the event and so that we can contact you on all matters concerning the event in question. The data is sent to the FERI company shown on the registration page and hosting the event. The data is processed as a necessary condition in order for you to take part in the event. The basis is the consent you have given (Article 6 paragraph 1 letter a of the GDPR).

2.5. Newsletter

In order for us to send you our newsletter and include your name in the mailing list, we process the contact data to be entered on the registration page and the information concerning subject and transmission time. The data is stored until you cancel your subscription to the newsletter. The data is processed as a necessary condition in order for you to receive our newsletter and this is carried out in accordance with the consent you have given on the registration page (based on Article 6 paragraph 1 letter a of the GDPR). You can revoke this consent at any time via the unsubscribe link in each newsletter. The newsletter is sent by a service provider (Newsletter2go) on behalf and under the instruction of FERI.

2.6. Integration of Social Media Services and YouTube Videos

Once you have provided your consent you can use the LinkedIN, XING and twitter social networks as well as YouTube videos. When you click on the button concerned or when you launch a YouTube video, your IP address together with the times at which you start and stop using the website are transmitted to the relevant provider (provider: LinkedIn Corporation, 2029 Stierlin Court, Mountain View, CA 94043, U.S.A.; XING AG, Dammtorstrasse 29-32, 20354 Hamburg, Germany; Twitter Inc., 1355 Market Street., Suite 900, San Francisco, CA 94103, USA; Google Inc., 1600 Amphitheatre Parkway Mountain View, CA 94043, USA); this enables you to use the services of the provider concerned, e.g. by sharing web pages or by registering likes. The provider may be able to identify you (if, for example, you are simultaneously signed in to your account with them) and would thus log and save the information that you, as a specific individual, have visited their website. By clicking on the button concerned you are consenting to the transfer of your data to the relevant provider. Consent is valid for one visit at a time.

2.6.1. Twitterfeed

With your consent, which you grant with the cookie session permission, IP address, date and time of the request, the URL of the page requesting the cookie and device identifiers are transmitted to twitter so that the news feed can be displayed and accessed by twitter. The processing is based on your consent in accordance with Art.6 paragraph 1 (a) GDPR. The details and individual cookies can be found in the cookie control tool/under point 4.0 "Detailed Information on Cookies" of this privacy information in the sections "Preferences" and "Marketing".

2.7. Usage of Portals (Myferi.de, Economics, FERI Portal (Login))

(1) To use the respective portal, registration as a user is required; for this purpose, your master and communication data as well as a password assigned by you for protected access to your user account are processed. This data is required for authentication and authorization assignment as well as for the prevention of unauthorized access and is processed in accordance with Art. 6 Para. 1 (b) GDPR. The registration data will be deleted when you deactivate your user account.

(2) For login and portal use, information on time, duration and scope of use as well as login attempts are processed. The processing is carried out to ensure secure services and to process your orders and is based on Art.6 para.1 (f) GDPR; FERI has a legitimate interest in ensuring secure services and in proving the correct processing of orders. The usage data can be stored for up to 1 year.

(3) Cookies are set during registration and use of the respective portal. The details are described in the cookie control tool/under point "4. Detailed Information on Cookies" of this data protection information in the "Necessary" section.

3. Your Rights

Information, erasure, correction, restriction:
You have the right to information concerning the personal data being stored about you and, if the legal conditions have been fulfilled, the right to the correction or erasure of the data or the right to restrict its processing.

Objection to the processing on grounds of a legitimate interest:
If your data is being processed to protect overriding legitimate interests you can object to this processing at any time if there are reasons for the data not to be processed.

Revocation of consent:
If your data is being processed due to you having given your consent you can revocate this consent and end the processing at any time.

To exercise your rights, please use the contact data given above.

Right of complaint:
You may file a complaint with the company’s data protection officer (for contact details see above) or with the supervisory authority for data protection in the jurisdiction in which you live or work, or in the place where you think a problem with your data occured.

4. Detailed Information on Cookies

- In the event of a conflict between the English and German versions of this information, the German version will prevail.
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Data protection officer

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


Rathausplatz 8-10
D-61348 Bad Homburg

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Telephone
Contact
Data protection officer

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


Rathausplatz 8-10
D-61348 Bad Homburg

Contact

Thank you for your message. We come back to your request.

Sorry, an error has occurred.

The secure code you entered is invalid.