FERI expects demand for alternative investments such as infrastructure, property, private equity and hedge fund investments to continue rising strongly in the coming years. FERI currently manages alternative investments worth around 8,5 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 infrastructure, property, private equity and hedge fund investments to continue rising strongly in the coming years. FERI currently manages alternative investments worth around 8,5 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.

Sustainability is not only a socio-political imperative. For FERI, it also includes a clear commitment to shared social responsibility as a financial services provider. This is why FERI places the sustainable development goals (SDGs) defined by the United Nations General Assembly (UN) at the forefront of sustainability considerations in all its investment solutions and advisory services. 

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 been continuously developing it since the 1990s. Thanks to its extensive experience, self-developed systems and access to almost 200 employees in all areas of the investment process, FERI creates significant added value for its clients through its range of consulting services.

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. 

Sustainability is not only a socio-political imperative. For FERI, it also includes a clear commitment to shared social responsibility as a financial services provider. This is why FERI places the sustainable development goals (SDGs) defined by the United Nations General Assembly (UN) at the forefront of sustainability considerations in all its investment solutions and advisory 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.  

Set this page to:
Go to FERI in:
myFERI Economics Portal

Responsibility Means Acting with Foresight.

What counts most for us is the success of our clients. For this reason, we work independently for our clients on an individual basis, using foresight and – if necessary – unconventional methods. In this way, we create innovative and successful solutions for high-net-worth individuals and their families – to protect and expand their assets. 

The FERI Family Office – Strategy Consultants for Your Assets

FERI was founded more than 30 years ago as one of the first German multi-family offices for the Quandt family and its associates. From the day the company was founded, we have known what it means to manage family assets strategically and successfully.

This background is still reflected in the structure of our clientele today. The majority of clients who entrust their assets to us have an entrepreneurial background. We advise private individuals, families, foundations, as well as smaller institutional clients.

The FERI Family Office Solution Concept – Flexible and Effective

The approach of the FERI family office solution concept is as flexible as you wish. Our specialists will be happy to provide you with holistic support, but you can also assemble individual components in modules according to your requirements. In the end, only one thing counts for us: you must be pleased with the result.

The FERI Family Office Consulting Logic 

 

Strategic Asset Planning – Optimisation of Asset Structure

For us, your requirements and needs are the basis for optimising your asset structure. Of course, 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. It goes without saying that our in-house research provides the necessary framework data for a long-term projection of your asset structure.

Implementation Consulting – Selection of Suitable Partners for the Optimal Implementation of Your Individual Investment Strategy and Asset Structure

As part of the implementation consulting service, a flexible and transparent asset structure is implemented on the basis of your individual requirements. Our extensive network enables us to select the most suitable service providers for your assets. The joint development of investment guidelines provides clarity with regard to your investment universe and your risk tolerance. The outstanding market positioning of the FERI family office enables optimal implementation of the insights and objectives gained in strategic asset planning.

Results Controlling – Quantitative and Qualitative Analysis to Make Your Assets Work for You

The FERI family office is your neutral advisor when it comes to assessing commissioned service providers such as asset managers, tax advisors, credit institutions and legal experts. Our extensive experience gives us the tools to classify services and take measures. The cost structures of external partners are reviewed and evaluated regularly. If required, we will negotiate the conditions for you in order to exploit any potential for savings. FERI asset reporting also provides you with a detailed and up-to-date asset overview at all asset levels.

Risk Management – Identifying and Managing Risks

Taking full risks or opting for complete security? Controlling risks also means identifying risks. To this end, we regularly measure and assess the risk of your asset positions. In addition, we are happy to advise you on the possibility of implementing overlay strategies or other risk-limiting services to protect your assets.

Asset Protection Strategies – FERI as Your Family Risk Manager – Well Thought-out Asset Protection

Wealth is about much more than just the monetary aspect. Integrated wealth protection strategies take human and social wealth into account in addition to the client’s financial situation. Comprehensive management of financial assets therefore also pays attention to all relevant aspects of human and social assets. Negative influences on human capital such as intellectual property or social assets (reputation) must be avoided. 
In a systematic consulting process, we work with you to identify the relevant risk areas, develop viable protection concepts and coordinate their implementation.

Sustainability Consulting – Development and Implementation of a Client-specific Sustainability Profile

Can investment strategies be used to shape the future in a lasting way, to the benefit of our society and our planet, satisfying at the same time the requirements of a family office in terms of sustainabilty? Our goal is to make this possible. We think and act differently from others. The FERI family office offers holistic advice, from the implementation of your own concept to a sustainability strategy that is in line with your individual, long-term investment strategy. In the implementation phase, we guide you in your search for a suitable structure and investment opportunities that meet your expectations and requirements.

Strategic Expertise for Your Assets

We integrate strategic issues at an early stage by reference to the studies and analyses of the FERI Cognitive Finance Institute. As FERI's strategic research institute and creative think tank, the Cognitive Finance Institute focuses in particular on the economic, capital market and asset protection sectors with the aim of helping investors and asset owners make informed decisions in the face of increasingly complex capital market issues.

 

Go to FERI Cognitive Finance Institute
Contact
Login
Languages
Christiane Walkenhorst
Director
Head of Family Office

T +49 (0) 6172 916-3155
F +49 (0) 6172 916-1155
christiane.walkenhorst@feri.de

FERI Trust GmbH
Haus am Park
Rathausplatz 8-10
61348 Bad Homburg

Set this page to:
Go to FERI in:
CONTACT
Contact
Christiane Walkenhorst
Director
Head of Family Office

T +49 (0) 6172 916-3155
F +49 (0) 6172 916-1155
christiane.walkenhorst@feri.de

FERI Trust GmbH
Haus am Park
Rathausplatz 8-10
61348 Bad Homburg

Contact

Thank you for your message. We come back to your request.

Sorry, an error has occurred.