Individual Solutions for Discerning Private Clients

It's All About Your Financial Goals

FERI (Schweiz) AG stands for comprehensive, individual, transparent and long-term advice and support for discerning private clients. We know that Your requirements go far beyond standardized investment products. And we are convinced that a professionally designed, individual asset structure will help you achieve your financial goals in the long term.

That's why we take a lot of time to analyze your individual needs, including all relevant financial and family backgrounds. Based on our many years of experience, we then work with you to develop a holistic investment strategy, implement it for you as part of an individual asset management mandate if you wish, look for the best investment opportunities and service providers (best partner principle) and regularly monitor the results. In doing so, we never lose sight of one thing - your personal goals.

Our Experience – Your Investment Success

We combine our comprehensive expertise in Swiss securities, global equities and innovative investment themes with the unique know-how in research and asset management of the FERI Group. We are convinced that not only the mix of different asset classes is decisive for the success of an investment, but also the right choice of investment managers.

Our independence puts us in the unique position of being able to act exclusively on behalf of our clients - all decisions are made neutrally. We disclose portfolio management commissions and similar benefits and pass them on directly to our clients. For our clients, this means the best possible, transparent and efficient selection of investments for their portfolio.

Make Your Choice

You decide to what extent you want to make use of our services. In addition to customized asset management mandates and individual solutions, we also offer family office and advisory services.

You can also invest in our existing fund solutions. These are also based on the extensive expertise of our investment specialists. Your advantage lies clearly in the significantly lower investment amount required compared to an individual asset management mandate.

The choice is yours.