Investment Advice
Strategic Advice for Your Assets – With Independence and Vision
Protecting and growing assets takes strategic vision, independence and expert knowledge. At FERI, we combine decades of experience, in-depth research and a mission to create tailor-made solutions. This applies to both our Family Office and our Institutional Consulting.
Institutional Consulting – Professional Advice Across All Asset Classes
At FERI, we support institutional investors with an independent, research-based consulting approach. From asset allocation to asset liability management studies (ALM) and manager selection – we help you future-proof complex investment structures and efficiently manage your portfolios. We cover every asset class in the multi-asset universe, and our experts can take care of managing individual asset classes for you.
Our institutional consulting services:
- Strategic asset allocation and ALM studies
- Manager selection for all liquid and illiquid asset classes
- Controlling, reporting and ongoing risk management
- Inclusion of sustainability consulting
- Evaluation of current allocations (portfolio check)
Family Office Services: Tailored Solutions for Your Family and Finances
No two families are the same. At the FERI Family Office, we develop tailored solutions based on your unique values, goals and structures. Acting as your central point of contact, we coordinate everything from strategic wealth structuring to succession planning. With our holistic approach, we integrate finances, tax, legal aspects and family interests into long-term planning with an intergenerational dimension.
Our Family Office services:
- Strategic wealth planning based on family values and goals
- Structuring, implementation and ongoing management of complex portfolios
- Digital overview of all your assets with personalized reports
- Independent selection of external service providers and coordination with them
- Advice on succession planning and generation management
Contact us to learn more about how we can support you.
