FERI (Schweiz) stands for comprehensive, individual, transparent and sustainable advice and support for demanding private clients. We know, that your requirements go far beyond standardized investment products. Thus we are convinced that a professionally designed, individual asset structure supports you, in achieving your life goals.
Therefore, we take a lot of time to analyze your individual needs, including all relevant financial and family background. On the basis of our many years of experience, we then work together with you to develop a holistic investment strategy, implement it as an individual asset management mandate, look for the best investment opportunities and service providers (best-partner principle) and regularly monitor the results. We never lose your personal goals out of sight.
We combine comprehensive expertise for Swiss securities (shares and bonds) with the unique know-how in asset and investment management of the FERI Group. We are convinced, that not only the mixture of different asset classes is crucial for the success of an investment, but also the correct selection of investment managers. As a result, we have our own investment specialists with substantiated, long-term expertise in all asset classes (stocks, bonds, assets such as real estate and commodities as well as alternative asset classes). With the help of extensive research and the analysis activities of the FERI Group, we can consistently reduce complexity.
Our independence offers us the unique posssiblity of acting exclusively on behalf of our customers - all decisions are made neutrally. We disclose all our portfolio management commissions, retrocessions and similar benefits openly and pass them directly on to our clients. For our customers this means the best possible selection of investments.
In general, you decide to what extent you want to use our services. We offer both family office/consultancy services, which can also be used in a modular way, as well as tailor-made asset management Mandates and Solutions for Investments in global quality securities. You have the choice.