True Multi-Asset Management
We protect and grow wealth through active multi-asset management. By combining up to nine asset classes, we create tailored portfolios for our clients.
FERI – Your Partner for Comprehensive Multi-Asset Management
Since 1987, FERI has stood for independent investment expertise and is now among the leading multi-asset specialists in the German-speaking world. With outstanding know-how in both traditional and alternative investments, we combine experience, innovation, and sustainability. Around 280 employees at eight locations in four countries work every day to protect and sustainably grow our clients’ assets.
Asset Management – Tailored Strategies for Your Assets
At FERI, we have been protecting and growing wealth for over three decades with our holistic multi-asset approach encompassing up to nine asset classes. Whether you are an institutional or private investor, our aim is the same: tailor-made, diversified investment strategies built on in-depth research, clear structures and a time-tested investment process so we can achieve your investment goals together.
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Stability through volatility: our Flex funds
The volatility funds of the Flex Funds family are a core element of our multi-asset approach. They harness an attractive source of return beyond traditional fixed-income and equity investments, making a significant contribution to portfolio stability and performance. Since 2012, we have been shaping the market with our volatility strategies and have successfully made them investable for both institutional and private investors. Today, the Flex family comprises three award-winning funds with a long track record: OptoFlex, US EquityFlex, and EuroEquityFlex.
FERI Updates
FERI AG appoints Andreas Schölzel as new Managing Director, Institutional Clients
Climate tipping points threaten the global economy and financial system
Important Information
FERI further expands volatility expertise: Christoph Sporer joins the Volatility Strategies team
Swiss location Zurich: FERI expands management team with Philipp Bolliger
“The wealth question – Why US stocks could be attractive right now”
Awards
Our expertise and high quality standards are regularly confirmed by independent institutions. Numerous awards attest to the strength of our investment funds, the competence of our teams, and the innovative power of FERI. These accolades serve as both confirmation and motivation for us to continue on our path.
5 stars for FERI ESG offering
FERI was awarded the highest rating of five stars by the business magazine Capital and the Institut für Vermögensaufbau (Institute for Wealth Accumulation) as the best independent asset manager in the field of sustainability. ESG criteria were evaluated in the investment funds, in the investment process, and in the company itself—FERI convincingly fulfilled all three.
Trusted Wealth Manager 2025 confirmed
FERI is once again ranked among the Trusted Wealth Managers in 2025. The FUCHS | RICHTER auditing body has thus once again confirmed our fair and responsible treatment of our clients. For us, this seal of quality is both an incentive and confirmation to live up to our claim of being the first port of call for wealth management.
OptoFlex I wins UCITS Hedge Award 2025
The FERI OptoFlex I fund was honored by Hedge Fund Journal at the UCITS Hedge Awards 2025. In the Short Volatility (Quantitative) category, OptoFlex I received the award for Best Performing Fund over 5, 7, and 10 years – proof of the sustained strength and stability of our volatility strategies.
Scope Award 2025 for FERI Core Strategy Dynamic
The FERI Core Strategy Dynamic fund was named Best Fund in the Global Flexible Mixed Funds category by the rating agency Scope. The Scope Awards are among the most prestigious awards in the German-speaking fund market and confirm the quality and performance of our investment strategies.
Fund Award 2025 for OptoFlex
HFM European Performance Award 2024
The equity fund US EquityFlex has been awarded the prestigious HFM European Performance Award 2024. This award recognizes fund strategies that demonstrate above-average risk-adjusted performance, consistent active management, and the rigorous implementation of their investment strategy over an extended period. US EquityFlex distinguished itself in an international competitive environment and ranks among the top-performing funds in its category.
The People Behind FERI
Get to know the people driving our commitment to excellence, whose expertise and vision shape FERI. It is not just their résumés that make them special – it is their deep understanding of our clients’ needs, the clarity they bring to complex markets and their shared aim of growing wealth responsibly. Each member of the team brings their own unique expertise and experience, helping to create the tailored solutions that set us apart.
Shape the Future with Us
We offer you a work environment founded on trust, mutual appreciation and professional growth. We believe that when people feel valued, they can accomplish extraordinary things – both for clients and their own career development. Find out more about our career paths and entry opportunities, from student jobs to work-study degree programs and leadership roles. Come and grow your career with us!
