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 18 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 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 18 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.
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 250 employees in all areas of the investment process, we create significant added value for our clients through our range of consulting 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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Rathausplatz 8-10
D-61348 Bad Homburg

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FERI AG

+49 (0) 6172 916-3600
+49 (0) 6172 916-9000
fag@feri.de


D-61348 Bad Homburg
Rathausplatz 8-10

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Change of staff at FERI: Dr. Marcel V. Lähn becomes new Chief Investment Officer

Bad Homburg, 5/2/2023
by FERI
  • Change of department on the Management Board of the Bad Homburg-based multi-asset investment house
  • Dr. Marcel V. Lähn is the new head of investment responsible for the entire FERI investment strategy
  • Dr. Heinz-Werner Rapp remains on the Management Board of FERI AG, responsible for sustainability and the FERI Cognitive Finance Institute

Dr. Marcel V. Lähn has been the new Chief Investment Officer (CIO) of the FERI Group since May 1, 2023. He succeeds Dr. Heinz-Werner Rapp, who has held this position since 2006 and will continue to be responsible as a member of the Management Board until the end of his contract term (November 30, 2023).

The change of staff will be accompanied by a new allocation of responsibilities on the FERI Board as of May 1, 2023: Dr. Marcel V. Lähn will be responsible for Investment Strategy, Asset Allocation, Investment Process, Investment Research and Investment Management. Dr. Heinz-Werner Rapp will take over the Investment Controlling department and will continue to be responsible for Sustainable Finance as well as the management of the FERI Cognitive Finance Institute, which he founded. He will continue to lead this institute beyond November 30, 2023.

Dr. Marcel V. Lähn has been a member of the Management Board at FERI for one year. Previously, the doctor of economics worked as Managing Director and Chief Operating Officer for BDT & Company International LLP in Frankfurt am Main. Prior to that, he was Chief Investment Officer of BHF-BANK AG and headed the bank's private banking operations as a Generalbevollmächtigter. "I am very pleased to now be able to assume full responsibility for FERI's proven investment processes and to further develop portfolio strategies with a focus on multi-asset investments for our clients," says Dr. Marcel V. Lähn. In the future, he said, special attention will be paid to an even broader integration of alternative assets and future themes into FERI portfolios.

"Dr. Marcel Lähn brings a lot of experience and a global network to the central position of Chief Investment Officer. I am convinced that he will continuously continue FERI's successes in investment management and at the same time set innovative accents in portfolio design and strategic orientation," says Dr. Uwe Schroeder-Wildberg, Chairman of the Supervisory Board of FERI AG and Chief Executive Officer of MLP SE. "I would like to expressly thank Dr. Heinz-Werner Rapp, under whose responsibility as CIO FERI has positioned itself very well and developed successfully over the past 17 years. And I am delighted that he will continue to support the investment-related divisions of the FERI Group with his extensive market experience."


About FERI

Founded in 1987 and headquartered in Bad Homburg, Germany, the FERI Group has developed into one of the leading investment houses in the German-speaking area. FERI offers tailor-made solutions for institutional investors, family assets and trusts in the following areas:

The FERI Cognitive Finance Institute was formed in 2016. It is the strategic research centre and creative think tank of the FERI Group. The Institute focuses on innovative analyses and the development of methods for long-term oriented economic and capital market research. 

FERI and MLP currently manage assets of about EUR 54 billion in the Group, including round about EUR 18 billion in alternative investments. The FERI Group is headquartered in Bad Homburg and has locations in Dusseldorf, Hamburg, Luxembourg, Munich, Vienna and Zurich.



Media relations contact

Marcel Renné

Chairman of the Board

Rathausplatz 8-10

D-61348 Bad Homburg

Dr. Marcel V. Lähn