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.
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) 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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FERI (Schweiz) AG

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


CH-8002 Zürich
Tödistrasse 48

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FERI (Schweiz) AG completes integration of Limmat Wealth AG

Zürich, 7/5/2023
by FERI
  • Swiss team at Zurich location offers broad range of multi-asset solutions
  • Merger combines strengths of Swiss and German asset management cultures
  • Focus on independent, value-oriented advice

Two years after the acquisition of the Swiss asset manager Limmat Wealth, FERI (Schweiz) AG successfully completes the integration with the final merger. This brings together the FERI team at the Zurich location with 25 experienced experts who focus on innovative asset management and the servicing of large private and institutional assets.

FERI position in Switzerland strengthened

"With the merger now completed, we are consolidating our position as a major player in the Swiss market," says Frank Straatmann, Chairman of the Board of Directors of FERI (Schweiz) AG. Thanks to the synergies from the combined resources, it would be possible to cover all asset management needs and offer a broad range of investment products, including alternative investments. Marcel Renné, Chairman of the Board of Directors of the FERI Group, emphasizes: "Due to the special importance of the location, FERI works locally predominantly with Swiss colleagues. They can draw on the range of services and expertise of the entire FERI Group in the area of multi-asset and combine the strengths of the Swiss and German asset management cultures."

Independent asset management

Investors particularly benefited from diversified investment strategies and individual portfolio optimization. "The trust of our clients is our greatest asset," emphasizes Maurizio Genoni, member of the Executive Board and Board of Directors of FERI (Switzerland) Ltd. and founder and former Chairman of the Board of Directors of Limmat Wealth AG. The focus of the work, he says, is on client needs and the high professional and ethical standards of the advice provided. "Values such as independence, flexibility, reliability, stability and discretion are once again coming more into focus in view of the current turbulence at the major banks," Genoni emphasizes. FERI (Schweiz) AG is therefore excellently positioned for the future as a Swiss-German asset management institute that is independent of banks.


About FERI

Founded in 1987 and headquartered in Bad Homburg, Germany, the FERI Group has developed into one of the leading investment houses in the German-speaking area. FERI offers tailor-made solutions for institutional investors, family assets and trusts in the following areas:

The FERI Cognitive Finance Institute was formed in 2016. It is the strategic research centre and creative think tank of the FERI Group. The Institute focuses on innovative analyses and the development of methods for long-term oriented economic and capital market research. 

FERI and MLP currently manage assets of about EUR 54 billion in the Group, including round about EUR 18 billion in alternative investments. The FERI Group is headquartered in Bad Homburg and has locations in Dusseldorf, Hamburg, Luxembourg, Munich, Vienna and Zurich.



Media relations contact

Marcel Renné

Chairman of the Board & CEO

Rathausplatz 8-10

D-61348 Bad Homburg