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.
Set this page to:
Go to FERI in:
CONTACT
Telephone
Contact
FERI (Schweiz) AG

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


Tödistrasse 48
CH-8002 Zürich

Contact form
Please accept the marketing cookies here to show the form.
Telephone CONTACT
Contact CONTACT
Login
Languages
FERI (Schweiz) AG

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


CH-8002 Zürich
Tödistrasse 48

Contact form
Please accept the marketing cookies here to show the form.
Set this page to:
Go to FERI in:

Dr. Wolfgang Baums appointed Divisional Board Member and Head of Investment Office at FERI

Bad Homburg, 9/19/2023
by FERI
  • Expansion of the FERI Management Committee
  • New FERI Investment Office bundles multi-asset expertise of FERI AG

FERI, the multi-asset investment house, is strengthening its management team: Dr. Wolfgang Baums will become divisional director for investment research as of October 1 and will also assume responsibility for the newly created FERI Investment Office.

"With Dr. Baums, we have gained a very experienced investment expert for our house, who will actively support us as a member of our Management Committee in the realization of our strategic goals and in close coordination with our CIO, Dr. Marcel V. Lähn, in the further development of our investment strategy," says Marcel Renné, Chairman of the Management Board of the FERI Group.

Wolfgang Baums holds a doctorate in business administration and has held management positions at ODDO BHF AG since 2007. There, he was responsible for asset management as Managing Director, among other things, and was appointed Head of Products & Services in 2016. In 2019, Dr. Baums moved to BNP Paribas Private Wealth Management in the same role. "FERI AG, with its unique combination of wealth management and proprietary research, is one of the most important investment houses for institutional investors and private clients. I am very much looking forward to helping build the new Investment Office into the heart of the investment strategy at FERI," says Dr. Wolfgang Baums.

In the future, the FERI Investment Office will bundle the entire investment research and investment management expertise of the FERI Group.

"With Wolfgang Baums, we are joined by a very important driving force for the further development of our global multi-asset investment approach. The main task of the interdisciplinary team he will lead is the even broader and deeper integration of alternative investments as well as future and sustainability issues into the FERI investment strategy," explains Dr. Marcel V. Lähn, Chief Investment Officer (CIO) of the FERI Group.


About FERI

The FERI Group, headquartered in Bad Homburg, Germany, was founded in 1987 and has developed into one of the leading multi-asset investment houses in the German-speaking region. FERI offers tailor-made solutions for institutional investors, family assets and foundations in the business areas:

Founded in 2016, the FERI Cognitive Finance Institute acts as a strategic research center and creative think tank within the FERI Group, with a clear focus on innovative analyses and method development for long-term aspects of economic and capital market research.

Together with MLP, FERI currently manages assets of approximately €56 billion, including around €18 billion in alternative investments. In addition to its headquarters in Bad Homburg, the FERI Group has offices in Düsseldorf, Hamburg, Munich, Luxembourg, Vienna and Zurich.

.



Media relations contact

Marcel Renné

Chairman of the Board & CEO

Rathausplatz 8-10

D-61348 Bad Homburg

Dr. Wolfgang Baums