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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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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FERI further expands its advisory expertise for professional clients

Bad Homburg, 7/4/2024
by FERI
  • Reinforcement of the Institutional Sales & Product team with top-class advisory specialists
  • Strategic expansion of support and advice in the area of investment solutions

The multi-asset investment house FERI is strengthening its Institutional Sales & Products division with the addition of two high-caliber consultants. With this further personnel expansion, FERI is continuously expanding its capacities in institutional asset management and consulting and consolidating its market position.

Heike Ahlgrimm took over as Director of the Investment Solutions team on July 1, 2024. In her new role, Heike Ahlgrimm is primarily responsible for the strategic development and expansion of the Investment Solutions division. The qualified banker has more than 30 years of experience in advising and supporting retail and private banks, funds of funds, asset managers, independent financial advisors and broker pools. She acquired her extensive expertise at Invesco and, most recently, Flossbach von Storch. There she played a key role in shaping business development and client relationships.

Aschkan Arefnia has been responsible for the acquisition and support of national and international family offices, banks and asset managers as Director of Investment Solutions since April 1, 2024. Before joining the investment house FERI this year, Aschkan Arefnia gained extensive experience in private wealth management in his 19 years of professional experience, including at ODDO BHF. Most recently, he was a Senior Investment Manager in Private Wealth Management at BNP Paribas, where he advised high-net-worth entrepreneurial families (UHNWI) and family offices across all asset classes and instruments. At the same time, he played a key role in setting up units and projects with his knowledge and experience.

"The addition of two experienced specialists in the area of investment solutions will enable us to further expand our capacities and offer our professional clients even more individualized investment strategies. This will further increase the high quality and efficiency of our services for this important client group," explains Marcel Renné, Chairman of the Management Board and CEO of FERI AG.


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 approx. €59 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

Heike Ahlgrimm
Aschkan Arefnia