Strengthening the Institutional Client Business: FERI Appoints Andreas Schölzel as Executive Managing Director, Institutional Clients

FERI AG has appointed Andreas Schölzel to the Executive Board, effective July 1, 2026: In his role as Executive Managing Director, Institutional Clients, he will be responsible for all of the asset manager’s advisory and sales activities in the institutional business and will report directly to the CIO and CEO-designate, Dr. Marcel V. Lähn. His appointment is part of a strategic initiative through which FERI is integrating advisory and sales functions in the institutional sector even more closely and placing them under unified leadership.

„Institutionelle Investoren sind seit jeher eine zentrale Kundengruppe von FERI – und bleiben das auch in Zukunft. Neben unserem Asset Management steht auch die strategische Beratung im Zentrum unserer Aktivitäten“, betont Lähn. „Mit Andreas Schölzel verantwortet nun ein Branchenexperte mit langjähriger Erfahrung den institutionellen Bereich in seiner neuen konzeptionellen Ausrichtung. Er wird unser Leistungsspektrum weiterentwickeln, um unsere Kunden noch gezielter gemäß ihren individuellen Anforderungen im Asset Management und der Beratung zu unterstützen.“

Vor seiner Berufung zum Executive Managing Director Institutional Clients war Schölzel Managing Director Institutional Sales bei FERI. In dieser Rolle verantwortete der 51-Jährige, der seit September 2025 für FERI tätig ist, bereits die Vertriebsaktivitäten im institutionellen Kundengeschäft.

Schölzel has more than two decades of experience in the financial industry. After completing his studies at the University of Maryland, where he majored in Finance and Decision & Information Technologies, he held senior positions at Goldman Sachs and Citigroup, among other companies. His professional focus is on equity derivatives and convertible bonds, as well as customized investment strategies—including in the alternative investment sector—for institutional investors throughout the DACH region.

“Today, institutional investors face increasingly complex challenges—from regulatory requirements and asset-liability management to the selection of suitable investment mandates in traditional and alternative asset classes,” says Andreas Schölzel. “The key to long-term client relationships is listening carefully. We analyze our clients’ challenges and structure them to derive viable investment solutions. In doing so, we can tailor FERI’s full range of expertise to each client’s needs—from research and consulting to asset management,” says Schölzel, underscoring his commitment to and understanding of holistic advisory services.