The financial world is complex. To understand it, we rely on our own investment research. This enables us to advise our clients objectively on all investment decisions.
FERI (Schweiz) stands for comprehensive, individual, transparent and sustainable advice and support for private clients with sophisticated demands. We know your requirements go far beyond standard investment products. And we are convinced that a professionally designed, individual asset structure will help you achieve your personal objectives sustainably.
This is why we take a lot of time to analyse your individual needs, including all relevant details of your financial and family background. Based on our many years of experience, we develop an integrated investment strategy with you, implement it for you on request as part of a discretionary asset management mandate, look for the best investment opportunities and service providers (guided by our best partner principle) and regularly monitor the results. And we never lose sight of one thing: your personal goals.
We have wide-ranging expertise in Swiss securities, international equities and innovative investment themes combined with the unique research and investment advisory know-how of the FERI Group. We are convinced that it is not only the mix of different asset classes that is crucial to the success of an investment, but also the right choice of investment managers.
Our independence means that we are uniquely well placed to act exclusively on behalf of our clients – all our decisions are unbiased.
We disclose portfolio maintenance commissions and similar advantages and pass them on directly to our clients. For our investors, this means the best possible, transparent and efficient selection of investments for their portfolio.
You decide to what extent you want to make use of our services.
In addition to tailor-made asset management mandates and individual solutions, we offer family office and advisory services.
You can also invest in our existing collective investment schemes. These are based on the broad expertise of our investment specialists. One of the key advantages for you is that a significantly lower investment amount is required for this type of investment.