Who we are and how we work

FERI – the First Choice for Multi-Asset Management

Our story began in the sky: the idea to create Germany’s first multi-family office was born during a hot air balloon flight. It culminated in the founding of FERI in Bad Homburg in 1987.

Since then, we have grown to become one of the leading multi-asset managers in the German-speaking world, with more than €60 billion of assets under management and over 250 employees at eight locations. We offer private and institutional investors something unique: first-class asset management based on our own in-depth research.

As a multi-asset manager, we take a holistic view of financial wellbeing. All our clients receive bespoke advice tailored to their individual goals and risk appetite. We seek to generate strong risk-adjusted performance for them across all relevant asset classes.

Our mission: to protect and grow assets with active multi-asset management.

The FERI Investment Approach – Genuine Multi-Asset Management

With decades of investment expertise across all asset classes, we achieve effective diversification to manage market and concentration risk and help our clients achieve their financial goals. Illustrated by our multi-asset cube, the multi-asset approach is in our DNA.

Sustainability is not a separate asset class for FERI. Instead, potential sustainability impacts factor directly into our investment processes. We opened our FERI SDG Office back in 2019 to develop customized sustainability strategies aligned with the 17 United Nations Sustainable Development Goals (UN SDGs).

Founded in 2016, the FERI Cognitive Finance Institute is also at our side during the investment process. This creative think tank researches megatrends and analyzes their medium- and long-term significance for financial and capital markets and the wider economy.

These two in-house institutions inform and underpin our fundamental assessment of investment scenarios.

Our Values

Because We Believe Attitude Matters!

We are genuine. We are professional, loyal and ambitious. These qualities are at the heart of our value philosophy:

Integrity

We act with respect, appreciation, reliability and trustworthiness – both internally and with all our external stakeholders.

Authenticity

We are straightforward, genuine and passionate about what we do. Our credibility comes from standing by who we are.

Excellence

We strive for the best possible quality and highest standards in everything we do – for our clients and colleagues.

Responsibility

We embrace social, environmental and financial responsibility. At FERI, we show that we care every day – through our respect for each other and our strong team spirit, as well as through the trusted client services we provide and our close relationships with business partners.

Our Dynamic Success Story– FERI as a German Multi-Asset Pioneer

Our Team

In Eight Locations Across Four Countries

Our more than 250 employees work at eight locations in Germany, Luxembourg, Austria, and Switzerland to achieve our mission of protecting and growing clients’ wealth.

In Switzerland, FERI (Schweiz) AG develops and implements investment solutions for private and institutional investors, including outside the eurozone. As our fund administrator, FERI (Luxembourg) S.A. coordinates the entire fund structuring and launch process.