FERI expects demand for alternative investments such as infrastructure, property, private equity and hedge fund investments to continue rising strongly in the coming years. FERI currently manages alternative investments worth 9 billion euros, making it one of the largest providers in Germany.

For more than 20 years, we have been offering our clients individually tailored risk management solutions. Market risks are actively managed according to risk and return parameters jointly defined in advance.  

In institutional asset management, FERI offers a broad range of asset management services for institutional investors. Our investment specialists have many years of experience in all asset classes and follow a multi-asset approach ranging from the development and implementation of individual investment strategies to quantitative risk management and control.

FERI expects demand for alternative investments such as infrastructure, property, private equity and hedge fund investments to continue rising strongly in the coming years. FERI currently manages alternative investments worth 9 billion euros, making it one of the largest providers in Germany.

For more than 20 years, we have been offering our clients individually tailored risk management solutions. Market risks are actively managed according to risk and return parameters jointly defined in advance.  

FERI is a byword for comprehensive, individual, transparent and sustainable advice and support for private clients. With over 30 years of experience, we offer private investors a wide range of asset management services.

Sustainability is not only a socio-political imperative. For FERI, it also includes a clear commitment to shared social responsibility as a financial services provider. This is why FERI places the sustainable development goals (SDGs) defined by the United Nations General Assembly (UN) at the forefront of sustainability considerations in all its investment solutions and advisory services. 

With the help of an asset liability management study, FERI can show you whether a financing system in its current form is sustainable and whether sufficient risk carriers are available or whether a modification of the system is advisable.

During the transition to a sustainable future, FERI guides and supports you in the implementation of a sustainability concept and in the implementation and further development of existing solutions.

FERI’s comprehensive support ranges from optimal asset allocation and investment planning to appointing managers, reporting, monitoring and controls. Clear structures always ensure well-documented decisions and transparent investments.

FERI carries out a cost check in three steps and determines the costs for mandates, depositaries and investment management. In times of persistently low interest rates, these are a key factor in the performance of any portfolio.

FERI uses the three-step manager check to assess the quality and performance of asset managers.

FERI evaluates current portfolios in terms of expected returns and risk and checks whether the allocation still meets the requirements regarding yield and available risk budget. In addition, FERI presents you with alternative portfolios that promise higher returns with the same risk or offer similar opportunities for returns with reduced risk.

To ensure the success of the investment, FERI provides guidance on risk management processes. These range from the preparation of a risk manual and risk inventory to regular reporting and commentary.

In order to identify the risk sources and their distribution in the portfolio of an investment, FERI prepares a risk sheet, which makes this information transparent and clear. It clearly shows what share of the overall risk is attributable to the individual investment funds, segments and asset classes.

FERI offers its clients the entire process of investment consulting and has been continuously developing it since the 1990s. Thanks to its extensive experience, self-developed systems and access to almost 200 employees in all areas of the investment process, FERI creates significant added value for its clients through its range of consulting services.

The FERI family office is the strategy advisor for your assets. We offer services ranging from strategic asset planning, implementation consulting and results monitoring and controls, through risk management and asset protection strategies to sustainability consulting. 

Sustainability is not only a socio-political imperative. For FERI, it also includes a clear commitment to shared social responsibility as a financial services provider. This is why FERI places the sustainable development goals (SDGs) defined by the United Nations General Assembly (UN) at the forefront of sustainability considerations in all its investment solutions and advisory services. 

Asset allocation – an overview of the latest market developments. FERI offers optimal, quantitative and qualitative support for decision-making, both in terms of strategic and tactical asset allocation.

FERI’s economic expertise is used in high-profile companies for operational planning and market research and in numerous banks for risk management from an industry perspective. We offer our clients the following services: worldwide economic data; global macro research; global economic, interest rate and currency forecasts; country and sector outlooks; FERI sector rating.  

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Why FERI?

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.

FERI Today – One of the Leading Investment 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:

 

FERI: In Business for More than 30 Years

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.

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Our Entities

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.

Our Executive Board

Marcel Renné

Chief Executive Officer

Institutional Clients

Frank W. Straatmann

Member of the Executive Board

Private Clients

Dr. Heinz-Werner Rapp

Member of the Executive Board, Chief Investment Officer

Asset Allocation/Investment Strategy

Our Members of the Management Board

Katja Liese

Member of the Management Board

Corporate Strategy, Marketing and Communications

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.

Our Management Team

Marcus Brunner

Managing Director

Finance, Compliance, Risiko Management

Marcus Burkert

Managing Director

Investment Consulting, Institutional Clients

Carsten Hermann

Managing Director

Investment Management

Dr. Andreas Schmidt-von Rhein

Managing Director

Operations, Investment Services

Dr. Patrick Zenz-Spitzweg

Managing Director

Private Clients

Located in Zurich, Switzerland, FERI (Schweiz) AG offers investment solutions for private and institutional investors outside the euro zone.

 

Our Board of Directors

Antje Biber

President of the Board of Directors

Christoph Glatzel

Member of the Board of Directors

Our Members of the Management Board

Silvio Jagunic

Member of the Management Board

Head of Portfolio Management

Aurelio Lanfranchi

Member of the Management Board

Head of Operations

As investment fund administrator, FERI Trust (Luxembourg) S.A. coordinates the entire fund structuring and launch process.

Our Executive Board

Helmut Haag

Member of the Executive Board

Dr. Dieter Noelkel

Member of the Executive Board

Marcus Storr

Member of the Executive Board

Thomas Zimmer

Member of the Executive Board

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.

Our Team

Dr. Heinz-Werner Rapp

Founder

Head of Steering Board

Katja Liese

Co-Founder

Member of the Steering Board

Dr. Torsten von Bartenwerffer

Member of the Steering Board

Julia Bahlmann

Founding Team

Project Manager

Learn More About Our Structure

Our Values

Our Awards

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.

We Are Commited

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. 

How to Find Us

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FERI AG

T +49 (0) 6172 916-0
F +49 (0) 6172 916-9000
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Rathausplatz 8-10
61348 Bad Homburg

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FERI AG

T +49 (0) 6172 916-0
F +49 (0) 6172 916-9000
info@feri.de


Rathausplatz 8-10
61348 Bad Homburg

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