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 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.
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 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 – 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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Definition of investor type

Professional investors are investors, whom the investment services companies assume have sufficient experience, knowledge and expertise to make their own investment decisions and properly assess the associated risks. Professional investors are

  1. Companies, that act as a) investment service companies, b) other licensed or assigned financial institutions, c) insurance companies, d) collective investment funds and their management companies, e) pension funds and their management companies, f) companies within the meaning of Section 2a para. 1 (8), g) brokers and commodity derivative traders, h) other institutional investors whose main activity is not covered under letters a to g, who are subject to registration or regulatory approval domestically or abroad in order to act on the financial markets;
  2. Companies who are not subject to registration or regulatory approval within the meaning of number 1 which exceed at least two of the following three characteristics: a) 20,000,000 EUR balance sheet total, b) 40,000,000 EUR sales proceeds, c) 2,000,000 EUR equity;
  3. National and regional governments and public bodies that manage public debt;
  4. Central Banks, international and supranational institutions such as the World Bank, the International Monetary Fund, the European Central Bank and the European Investment Bank and other similar international organisations; 
  5. Other institutional investors whose main activity is to invest in financial instruments, and facilities for the securitisation of assets and other financing transactions, not subject to institutional authorisation or supervision within the meaning of number 1.

They are considered as professional investors in relation to all financial instruments, investment services and securities ancillary services.

Private investors are investors who are not professional investors.

On fulfilment of at least two of the following three criteria a private investor can be classified as a professional investor. However, one prerequisite is the corresponding written agreement between the investors and FERI Trust GmbH:

  1. The investor has made an average of ten significant transactions per quarter during the last year on the market where financial instruments are traded for which he should be classified as a professional investor;
  2. The investor disposes of bank deposits and financial instruments for the value of more than 500,000 EUR;
  3. The investor has exercised a profession for at least a year on the capital market, which requires knowledge of the eligible transactions, investment services and securities ancillary services.

Only if the corresponding criteria are fulfilled and if there is a corresponding written agreement between them and FERI Trust GmbH, may private investors view the contents for professional investors and identify themselves as professional investors for the use of this website. 

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FERI Trust GmbH

T +49 (0) 6172 916-3600
F +49 (0) 6172 916-9000
ft@feri.de


Rathausplatz 8-10
D-61348 Bad Homburg

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