When it comes to analysing, understanding and managing your entire asset structure and investments, we are the go-to investment firm in the German-speaking area.
This is because we gain deeper insights and therefore achieve greater rewards for you than other firms.
The FERI Group, headquartered in the German city of Bad Homburg, is one of the leading investment firms in the German-speaking area. For over 30 years, we have been offering a unique concept that combines first-class wealth management with our own research. This concept is also reflected in our name: FERI stands for Financial and Economic Research International.
For institutional investors, family assets and foundations, we offer tailor-made solutions in our business segments:
It all began in the autumn of 1987, a period of crisis for stock markets and investor confidence worldwide. But it was also the perfect time for courage, innovation and a strong idea that was convincing right from the start: FERI – the first independent investment expert with its own economic research institute. Since then, FERI has developed into one of the leading investment firms.
Find out more about our historical milestones in the graph underneath.
FERI AG is the parent company of all FERI entities. At FERI AG, the employees of the staff functions coordinate all the central communication and administrative tasks of the FERI Group.
The employees of the investment research, investment management and investment consulting areas, as well as the client advisors from the FERI Group, work at FERI Trust GmbH. Together, they currently manage the assets of more than 300 families and 200 institutional clients. They guide our customers through the entire investment process, from the development of an individual investment strategy to the implementation and regular review of that strategy. In recent years, they have won several awards for their work.
Located in Zurich, Switzerland, FERI (Schweiz) AG offers investment solutions for private and institutional investors outside the euro zone.
As investment fund administrator, FERI Trust (Luxembourg) S.A. coordinates the entire fund structuring and launch process.
Founded in 2016, the FERI Cognitive Finance Institute operates within the FERI Group as a strategic research centre and creative think tank, with a clear focus on innovative analysis and method development for long-term aspects of economic and capital market research.
For over 30 years, we have offered our clients independent and high-quality investment solutions. We have received several international awards in recognition of the outstanding expertise of our investment specialists.
FERI is part of this society. We benefit from it, so we want to give something back to it. We are therefore involved in various social and cultural activities, especially in the German city of Bad Homburg, where our headquarters are located.