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Institutional Asset Management Private Wealth Management

Alternative Investments Risk Management

FERI expects demand for alternative investments such as private markets (private equity, infrastructure, real estate) and hedge fund investments to continue rising strongly in the coming years. FERI currently manages alternative investments exceeding 15 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 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.

Family Office Institutional Consulting

Strategic Asset Planning

Asset Liability Management Advice on Sustainability and SDG Comprehensive Support Cost Check Manager Check Portfolio Check Risk Management Risk Sheet

For us, your requirements and needs are the basis for planning and optimising your asset structure. We always keep an eye on all legal and tax aspects and try to bring about improvements for you. As we work strategically on a long-term basis, we place a strong focus on comprehensive future and succession planning. Foundation consulting is also part of our strategic asset structuring.

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.

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 continuously developed it since the 1990s. Thanks to our extensive experience, self-developed research and analysing tools and the access to around 230 employees in all areas of the investment process, we create significant added value for our clients through our range of consulting services.

Asset Allocation Economics

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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Investment Management

Institutional Asset Management

Alternative Investments Risk Management

Private Wealth Management

Alternative Investments Risk Management

Investment Consulting

Family Office

Strategic Asset Planning

Institutional Consulting

Asset Liability Management Advice on Sustainability and SDG Comprehensive Support Cost Check Manager Check Portfolio Check Risk Management Risk Sheet

Investment Research

Asset Allocation

Economics

Investment Solutions

Institute

About us Newsroom Career Sustainability GERMANY | EN Login Switzerland Luxembourg FERI Institut

Why FERI?

We are the investment house in German-speaking countries that analyzes, understands and manages your overall asset structure and your investments! Because we recognize more and thus achieve more for you than others.

FERI today - one of the leading investment houses

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:

Investment Management: institutional asset management and private wealth management;
Investment Consulting: advisory service for institutional investors and family offices;
Investment Research: macroeconomic forecasts and asset allocation analyses.

FERI at a glance

You want short and concise information about our business model?

Then feel free to take a look at our interactive company brochure.

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Successful for over 30 years

It all began in the fall of 1987. A crisis-ridden phase for the stock markets and for investor confidence worldwide. But at the same time the perfect time for courage, innovation and a strong idea that convinced from the beginning: FERI - the first independent investment expert with its own economic research institute. We have won several awards and have become one of the leading investment houses in the German-speaking region.

Our units

FERI AG is the parent company of all FERI units. Here, the staff of the staff units coordinate all central communication and administrative tasks of the FERI Group.

Our board

Marcel Renné

Chairman of the Board

Institutional & Private Clients

FERI AG

Dr. Marcel V. Lähn

Member of the Board, Chief Investment Officer

Asset Allocation / Investment Strategy

FERI AG

Dr. Heinz-Werner Rapp

Member of the Board

Investment Controlling, Sustainable Finance and FERI Cognitive Finance Institute

FERI AG

The FERI Trust GmbH employs colleagues from the Investment Research, Investment Management and Investment Consulting divisions as well as the client advisors of the FERI Group. Together, they currently manage more than 300 private mandates and more than 200 institutional clients. They accompany our clients through the entire investment process: from the development of an individual investment strategy to its implementation and regular review. They have won several awards for their work in recent years.

Our management

Marcus Brunner

Managing Director

Finance, Compliance, Risk Management

FERI Trust GmbH

Marcus Burkert

Managing Director

Investment Consulting, Institutional Clients

FERI Trust GmbH

Dr. Andreas Schmidt-von Rhein

Managing Director

Operations, Investment Services

FERI Trust GmbH

Dr. Patrick Zenz-Spitzweg

Managing Director

Private Clients

FERI Trust GmbH

Our member of the management

Frank W. Straatmann

Member of the Board

FERI Trust GmbH

In Switzerland, at its Zurich location, FERI (Schweiz) AG offers investment solutions for private and institutional investors outside the eurozone.

Dr. iur. Maurizio A.M. Genoni

Chairman of the Board

FERI (Schweiz) AG

Silvio Jagunic

Chairman of the Board / Head of Portfolio Management

FERI (Schweiz) AG

Frank W. Straatmann

Chairman of the Board

FERI (Schweiz) AG

Peter Wittich

Vice Chairman of the Board

FERI (Schweiz) AG

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

Our board

Sebastian Boenig

Member of the Board

FERI Trust (Luxembourg) S.A.

Dr. Dieter Noelkel

Member of the Board

FERI Trust (Luxembourg) S.A.

Marcus Storr

Mitglied des Vorstands

FERI Trust (Luxembourg) S.A.

Thomas Zimmer

Member of the Board

FERI Trust (Luxembourg) S.A.

Founded in 2016, the FERI Cognitive Finance Institute acts as a strategic research center and creative think tank within the FERI Group, with a clear focus on innovative analysis and method development for long-term aspects of economic and capital market research.

Our Steering Board

Dr. Heinz-Werner Rapp

Founder

Head of Steering Board

FERI Cognitive Finance Institute

Positioned for you with expertise

We offer a range of services that is both broad and deep - all under one roof.

Our values

Our awards

We have been offering our clients independent and high-quality investment solutions for over 30 years. The excellent know-how of our investment specialists has already received several international awards.

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Society is what we make of it

As a company, we are aware of our social responsibility. To make the world a sustainably better place for all, we support selected projects and cooperate with various organisations.

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