Tailor-made asset management

FERI (Schweiz) stands for comprehensive, individual, transparent and sustainable advice and support. With an experience of more than 30 years, we offer a wide range of asset management services in collaboration with FERI Group.

As a holistic consultant, we feel entitled to accompany our customers in all asset questions:

  • Extensive investment strategies (regarding all relevant financial and family background),
  • Selection of the best investment managers,
  • Comprehensive controlling and
  • Clear reporting.

Our very own investment specialists in all asset classes can offer deep expertise and considerable investment success also in the area of alternative investments we offer profound expertise.

Our independence allows us to act freely on behalf of our customer.

Advantages of tailor-made portfolio solutions

Tailor-made solutions offer you a number of advantages: Exact adjustment to the requirements and restrictions of the investor, individually geared risk management, highest possible transparency, coordinated risk and portfolio reporting, implementation of regulatory requirements (reporting etc.), cost-effectiveness as well as transparency (best-partner principle).

Together with you, we establish a return target and a risk framework which is used to align all investments. On this basis, our experienced specialists implement all investment decisions professionally and with circumspection in your sense. This gives you the ideal combination of all available asset classes in one portfolio for every market situation.

In addition to our tailor-made asset management services you can also profit from our know-how with our fund solutions.

FERI (Schweiz) AG

Breitingerstrasse 35
CH-8002 Zürich , Schweiz

p +41 (0) 44 312 80 80
f +41 (0) 44 312 80 81
info@feri.ch

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MORE FERI SITES

FERI AG
Our parent company in Germany.

FERI Trust (Luxembourg) S.A.
Our fund management company in Luxembourg.

FEREAL AG
Our AIF Management Company for Alternative Investment Funds.

FERI Cognitive Finance Institute
Our Think Tank for strategic topics and recommendations for investors.