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) 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) 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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Customised Asset Management

FERI 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.

As an integrated advisor, we aim to support our clients in all asset management matters:

  • with holistic investment strategies (taking into account all relevant details of our clients’ financial and family backgrounds);
  • the selection of the best individual investments and investment managers;
  • comprehensive monitoring and controls, and clearly structured reporting.

We have our own investment specialists in many asset classes. We work hand in hand with our German colleagues in the field of alternative investments and have long-standing expertise and a demonstrable track record in this area too.

Our independence enables us to act freely on behalf of our clients.

Advantages of Customised Portfolio Solutions

Customised solutions offer you a number of advantages such as:

  • exact adaptation to investor specifications and restrictions;
  • customised risk management;
  • maximum transparency;
  • coordinated risk and portfolio reporting;
  • implementation of specific regulatory requirements (reporting etc.);
  • and cost efficiency and transparency (best partner principle).

We work closely with you in order to understand your requirements and to define a return target and a risk framework according to which all investments are aligned. On this basis, our experienced specialists implement all investment decisions professionally and prudently. This gives you the ideal combination of all available asset classes in a portfolio, whatever the market situation.

Our Investment Solutions

In addition to customised solutions, we also offer our clients collective investment schemes that are already approved for distribution in Switzerland. Here too, we rely on the extensive expertise of our investment specialists in this area. A clear advantage for you is that you can also invest relatively small amounts in collective investment schemes.

Find out more below.

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FERI (Schweiz) AG

T +41 (0) 44 312 80 80
F +41 (0) 44 312 80 81
info@feri.ch


Tödistrasse 48
CH-8002 Zurich

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FERI (Schweiz) AG

T +41 (0) 44 312 80 80
F +41 (0) 44 312 80 81
info@feri.ch


Tödistrasse 48
CH-8002 Zurich

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