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Zürich, 7/5/2023 by FERI AG

FERI (Schweiz) AG completes integration of Limmat Wealth AG

  • Swiss team at Zurich location offers broad range of multi-asset solutions
  • Merger combines strengths of Swiss and German asset management cultures
  • Focus on independent, value-oriented advice

Two years after the acquisition of the Swiss asset manager Limmat Wealth, FERI (Schweiz) AG successfully completes the integration with the final merger. This brings together the FERI team at the Zurich location with 25 experienced experts who focus on innovative asset management and the servicing of large private and institutional assets.

FERI position in Switzerland strengthened

"With the merger now completed, we are consolidating our position as a major player in the Swiss market," says Frank Straatmann, Chairman of the Board of Directors of FERI (Schweiz) AG. Thanks to the synergies from the combined resources, it would be possible to cover all asset management needs and offer a broad range of investment products, including alternative investments. Marcel Renné, Chairman of the Board of Directors of the FERI Group, emphasizes: "Due to the special importance of the location, FERI works locally predominantly with Swiss colleagues. They can draw on the range of services and expertise of the entire FERI Group in the area of multi-asset and combine the strengths of the Swiss and German asset management cultures."

Independent asset management

Investors particularly benefited from diversified investment strategies and individual portfolio optimization. "The trust of our clients is our greatest asset," emphasizes Maurizio Genoni, member of the Executive Board and Board of Directors of FERI (Switzerland) Ltd. and founder and former Chairman of the Board of Directors of Limmat Wealth AG. The focus of the work, he says, is on client needs and the high professional and ethical standards of the advice provided. "Values such as independence, flexibility, reliability, stability and discretion are once again coming more into focus in view of the current turbulence at the major banks," Genoni emphasizes. FERI (Schweiz) AG is therefore excellently positioned for the future as a Swiss-German asset management institute that is independent of banks.


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FERI AG
FERI AG
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