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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Clear decisions need vision.

At FERI, we reduce the complexity of financial issues through in-depth market knowledge and our own research team. By constantly thinking ahead, we create innovative and successful investment solutions to protect and grow assets.

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FERI (Schweiz) AG

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


Tödistrasse 48
CH-8002 Zürich

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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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Are you a qualified investor? 

Qualified investors pursuant to Art. 10 para. 3 CISA are (a) supervised financial intermediaries such as banks, securities dealers, fund management companies and asset managers of collective investment schemes as well as central banks, (b) supervised insurance institutions, (c) public-law entities and pension funds with professional treasury operations and (d) companies with professional treasury operations. Pursuant to Art. 10 para. 3bis CISA, (e) wealthy private individuals may also declare in writing that they wish to be considered qualified investors. (f) Investors who have concluded a written asset management agreement in accordance with Art. 3 para. 2 let. b and c CISA are also deemed to be qualified investors unless they have declared in writing that they do not wish to be considered as such.

Terms of use and legal notice

Any persons, who access the information published on the FERI (Schweiz) website (hereinafter referred to as “Website”), must accept the following terms of use and the legal notice. 

Persons, who are not allowed to access the information provided on this website due to local laws, regulatory requirements or other reasons - especially citizens of the USA, UK, Japan, China and Singapur - are not allowed to access this site. 

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 compiling the content of this website. However, it assumes no guarantee (either express or implied) regarding the accuracy, reliability, up-to-dateness or completeness of the content contained on the website. The information disseminated on the website is provided by FERI (Schweiz) AG for information purposes only. It may be changed at any time and without prior notice.

Disclaimer

Die 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. They may contain information on funds that are not approved by the FINMA or are not approved for sale in Switzerland which may not be available for sale in Switzerland. 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 (Schweiz) AG. 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.

Applicable law

Acces to, and use of, the FERI (Schweiz) AG website are subject to Swiss law. The place of jurisdiction is Zurich, Switzerland.

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