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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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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Swiss location Zurich: FERI expands management team with Philipp Bolliger

Bad Homburg, 9/1/2025
by FERI

The FERI Group has appointed a new managing director for its Swiss subsidiary, FERI (Switzerland) AG: Philipp Bolliger will take over the portfolio management division within the management board with effect from September 1.

Silvio Jagunic, managing director for private clients and finance/human resources at FERI (Switzerland) AG: “Philipp Bolliger has shown strong development at FERI over the past eight years and successfully manages his funds and strategies. For us, Philipp's appointment to the Executive Board is a logical and forward-looking step. We promote talent and think long-term. Stability is a factor that delivers added value in both capital investment and cross-generational structures.”

Philipp Bolliger, 34, joined FERI (Switzerland) AG in Zurich on December 1, 2017, most recently as Director of Portfolio Management and member of the Executive Board. His main responsibilities include managing FS Exponential Funds and other investment solutions in the field of exponential technologies. Sandro Baumann will now assume primary responsibility for the Exponential Strategies & Special Investment Solutions division. The current Deputy Head of Exponential Strategies & Special Investment Solutions has been with FERI (Switzerland) AG since January 1, 2020. In his new role, Baumann will report to Philipp Bolliger and support him in the further development of innovative investment strategies.

Prior to joining multi-asset manager FERI, headquartered in Bad Homburg, Germany, Bolliger gained extensive experience in the financial sector. He worked at Deutsche Börse AG in Zurich from 2012 to 2017 as Market Manager Eurex Repo and Product Development. Prior to that, he worked at Credit Suisse in Zurich, where he gained valuable insights into banking operations as Relationship Manager Staff Clients from 2010 to 2012 and from 2007 to 2010 after completing his training as a bank clerk.

Philipp Bolliger, who studied banking and finance at the Zurich University of Applied Sciences, also teaches economics part-time at the Baden-Württemberg Cooperative State University (Germany).


About FERI

The FERI Group, headquartered in Bad Homburg, Germany, was founded in 1987 and has developed into one of the leading multi-asset investment houses in the German-speaking region. FERI offers tailor-made solutions for institutional investors, family assets and foundations in the business areas:

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 analyses and method development for long-term aspects of economic and capital market research.

Together with MLP, FERI currently manages assets of EUR 63.9 billion, including around EUR 18.6 billion in alternative investments. In addition to its headquarters in Bad Homburg, the FERI Group also has offices in Düsseldorf, Hamburg, Hanover, Munich, Luxembourg, Vienna and Zurich.



Media relations contact

Marcel Renné

Chairman of the Board & CEO

Rathausplatz 8-10

D-61348 Bad Homburg

Bolliger Philipp Portrait 1 1