The core activity of FERI (Switzerland) is wealth management and consulting for discerning clients, in particular high net worth families, institutional investors, pension funds, private banks, insurance companies and foundations. The company offers tailored investment solutions, strategic wealth planning, implementation consulting and sustainability consulting, with a focus on quality and sustainability.
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Industry:External Asset Management
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Tailor-made solutions for private investors, with comprehensive investment strategies, selection of individual investments and investment managers, monitoring and reporting.
Tailor-made Investment Solutions
Tailor-made solutions and individual investment strategies for institutional investors, tailored to risk profile, investment horizon and specific investment criteria.
Family Office/Advisory
Individual, comprehensive and long-term advisory for family wealth, with strategic wealth planning, implementation advisory, results controlling, risk management, asset protection strategies and sustainability consulting.
Sustainable Investment Solutions and SDG Consulting
Support with implementing a sustainability concept, development of tailored investment solutions, transparency on SDG compatibility and increasing the SDG impact level.
Global Quality Equities with Sustainability Focus
Sustainable-Quality concept with global quality equities, quality investing, a sustainability approach and a proprietary scoring model; also available as a fund solution.