Customised Asset Management

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.

As an integrated advisor, we aim to support our clients in all asset management matters:

• with holistic investment strategies (taking into account all relevant details of our clients’ financial and family backgrounds);
• the selection of the best individual investments and investment managers;
• comprehensive monitoring and controls, and clearly structured reporting.

We have our own investment specialists in many asset classes with a long-standing expertise and a demonstrable track record.

Our independence enables us to act freely on behalf of our clients.

Advantages of Customised Portfolio Solutions

Customised solutions offer you a number of advantages such as:

• exact adaptation to investor specifications and restrictions;
• customised risk management;
• maximum transparency;
• coordinated risk and portfolio reporting;
• implementation of specific regulatory requirements (reporting etc.);
• and cost efficiency and transparency (best partner principle).

We work closely with you in order to understand your requirements and to define a return target and a risk framework according to which all investments are aligned. On this basis, our experienced specialists implement all investment decisions professionally and prudently. This gives you the ideal combination of all available asset classes in a portfolio, whatever the market situation.