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


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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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Investing in Strategic Future Trends: New Future Portfolios from FERI

Bad Homburg, 8/14/2023
by FERI
  • Theme-based investment strategy for private and institutional clients
  • Focus on disruptive dynamics in technology, society and sustainability
  • FERI Cognitive Finance Institute as a strategic driver

With its new Future Portfolios, the Bad Homburg-based investment house FERI offers clients an innovative investment solution that maps future trends with great potential for long-term growth. The FERI Future Portfolios map strategic future topics from the fields of technology, society and the environment. The focus is on strictly selected target funds that invest in a concentrated and directional manner, have an attractive risk-return profile and comply with FERI's sustainability approach.

The FERI Cognitive Finance Institute, which has been analyzing longer-term and systemic developments as a specialized research center within the FERI Group since 2016, acts as a strategic driver in the selection of relevant future trends. "The coming years will bring disruptive changes in many areas. These progressive dynamics are triggering future trends of great significance and thus opening up attractive investment prospects," says Dr. Heinz-Werner Rapp, founder and head of the institute.

Transfer of future topics into focused investment solutions

The FERI Future Portfolios therefore focus on innovative companies that benefit from global megatrends, drive future developments and offer solutions to global challenges. Emphasis is placed on broad diversification through thematic investments in selected target funds across regions and sectors. It will start with 15 sub-themes from the areas of technology (e.g. artificial intelligence and digital transformation), society (e.g. demographic change) and environment (e.g. blue economy and green energy). "With the FERI Future Portfolios, we offer a transfer of these dynamic future topics into a focused investment solution," emphasizes Magdalena Fest, who played a key role in developing the strategy as the responsible portfolio manager. FERI thus offers clients the opportunity to participate in attractive opportunities of the future and to help shape them. In addition, investors can set their own thematic focus as part of the strategy.

"With the new FERI Future Portfolios, we are continuing the ongoing expansion of our multi-asset asset management, integrating equally the analysis of long-term future trends and FERI's sustainability approach," emphasizes Dr. Marcel V. Lähn, Chief Investment Officer at FERI.


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

Magdalena Fest