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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 a unique expertise in asset management and advisory services for discerning clients. The sustainable 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)’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.

Global Quality Equities with a Sustainability Focus Exponential Technologies Customised Investment Solutions Sustainable Investment Solutions/SDG Consulting

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 (SDG) and increase their understanding of this at the different levels of the investment process.

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Germany Luxembourg

myFERI/360 Economics Portal

Private Investors

Customised Asset Management

Global Quality Equities with a Sustainability Focus

Exponential Technologies

Family Office/Advice

Sustainable Investment Solutions/SDG Consulting

Institutional Investors

Global Quality Equities with a Sustainability Focus

Exponential Technologies

Customised Investment Solutions

Sustainable Investment Solutions/SDG Consulting

Investment Solutions

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Nutzungsbedingungen und rechtliche Informationen

These terms of use, as well as all information and material on the website, may be changed without prior notice.

Copyright

The entire content of the website is protected by copyright. Saving, downloading or printing of individual pages and/or sections of the website is only permitted with full acknowledgement of the source. The content is only allowed to be used for personal information purposes. Any transmission by electronic or other means, modification or use for public or commercial purposes is prohibited without the prior written consent of FERI (Schweiz) AG.

Information Provided Does Not Constitute an Offer or Advice

The information contained on this website is for information purposes only. The information on this website does not constitute a solicitation, an offer or a recommendation to use a service, buy or sell investment products, or make other transactions.

This website does not offer any advice (investment, legal or tax advice).

Please obtain the advice of a professional financial advisor before you take any investment decisions.

It should be noted that the investment funds on which information is published here should be purchased solely on the basis of the details provided in the valid sales prospectus, including the contractual terms and conditions and the last audited annual report or the half-year report, if the latter is more recent than the last annual report. These sales documents can be requested free of charge from the relevant investment fund company, depositary, or paying agencies.

No Liability

FERI (Schweiz) AG has taken the greatest possible care in the compilation of the content on this website. However, it accepts no liability (either express or implicit) concerning the correctness, reliability, currentness or completeness of the content on the website. The information and the material are offered on the website on an as is and as available basis. FERI (Schweiz) AG makes no assurances and disclaims all liabilities, either expressed or implied, with respect to the information and functions on the website, in particular with regard to guarantees of copyrights and other rights, or marketability and suitability for a particular purpose. This also applies to the reliability or availability of the website or the information or results of use of this website, and to whether the web page has any viruses or contains errors. The information provided on this website by FERI (Schweiz) AG is solely for private use and for informative purposes. It is subject to changes at any time and without prior notice.

Disclaimer

FERI (Schweiz) AG is not liable in any case for any losses, damages or consequential damages of any kind arising from the use of the information on this website.

Links to Other Websites

Links on the website of FERI (Schweiz) AG may indicate third-party websites. FERI (Schweiz) AG does not accept any liability for the accuracy, completeness and legality of the content of such websites, or for any possible offers contained therein.

Data Security

Access to the website of FERI (Schweiz) AG is open and unencrypted. Therefore, it cannot be ruled out that data sent may be viewed by third parties. In addition, the data may also be circulated across borders under certain circumstances. Confidentiality of communication via the internet is not always adequately guaranteed. Therefore, it is recommended that this medium should not be used for the transfer of client data and other business-critical information.

The website and the associated data are managed by FERI Trust GmbH. Please see the information in relation to the legal disclosures for more information.

Warning on Risks

Past performance is no guarantee of future results. In other words, the value of an investment may go down as well as up, and may be subject to significant fluctuations. It cannot be guaranteed that the invested capital will be preserved.

English Version

The English version of this disclaimer is only a contextual translation of the German version. The German version is therefore the legally binding one.