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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Exponential Technologies Investment Concept

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. The consequences for people and the economy could be comparable to the advent of the internet in the 1990s.
FERI (Schweiz) now offers the opportunity to actively participate in these developments and to invest in an innovative concept based on a discretionary single securities mandate.

The FERI exponential technologies concept covers the 5G enabler technology itself and related areas such as robotics, artificial intelligence, autonomous driving, cybersecurity, smart factories, telemedicine and the Internet of Things. The portfolio generally only comprises single securities. 

The portfolio structure includes two equally weighted components:

  • 5G anchor investments to cover the entire 5G value chain (roughly 50 percent);
  • a flexible quota in order to be able to realise potential short-term returns from all thematic areas (roughly 50 percent).

In addition, market fluctuations are mitigated by active exposure management.

Our Investment Solutions for Exponential Technologies

In addition to customised solutions, we also offer our clients an investment fund solution for exponential technologies that has already been approved for distribution in Switzerland. This, too, is based on the extensive expertise of our investment specialists. One of the major advantages for our investors is the significantly lower investment amount required.

You can find more information about our FS Exponential Technologies investment fund under investment solutions.

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T +41 (0) 44 312 80 80
F +41 (0) 44 312 80 81
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Breitingerstrasse 35
CH-8002 Zürich

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FERI (Schweiz) AG

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


Breitingerstrasse 35
CH-8002 Zürich

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