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 9 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 9 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.  

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If You Want to Read in the Future, You Have to Leaf through the Past.

The FERI story began, not in a library, but over 30 years ago with the Quandt family and its associates in the German city of Bad Homburg. The idea for the first multi-family office in Germany took root there. Today, we offer high-net-worth individuals a unique concept: first-class wealth management with independent research.

In Focus: Individual Asset Management Solutions for Discerning Private Clients

FERI stands for comprehensive, individual, transparent and sustainable consulting and support for the most discerning of clients. We know your requirements go far beyond standardised investment products. And we are convinced that a professionally designed individual asset structure will give you sustained support to achieve your life goals. This is why we take a lot of time to analyse your individual needs, including all relevant details of your financial and family background.  

You Decide

In principle, you decide to what extent you would like to make use of our services. You have the choice between our tailor-made asset management offers and our family office services, which you can also use on a modular basis. You can also take advantage of our investment research offering and our investment solutions.

myFERI – Customer Portal

You can access your individual reports and other documents here.

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Our Values

A Quick Overview of FERI

 

Customised Wealth Management

We offer you a unique combination of first-class asset management with independent research – enabling you to keep an eye on your investments while giving you the greatest possible investment security. Extensive experience in all asset classes enables our investment specialists to make the right choice for a successful investment.

Alternative Investments as Additional Yield Drivers

In the current low-interest environment, alternative strategies are indispensable. FERI has more than 20 years of experience in the analysis and management of alternative assets and can demonstrate many investment successes.

FERI Family Office – Strategy Consultant for Your Assets

We have more than 30 years of experience in providing an advisory service to very wealthy families. The FERI family office offers you comprehensive solutions for the preservation and growth of family wealth – for this generation and the next.

Investment Research – the Basis for All Our Services

The unique combination of fundamental research and innovative capital market analysis has formed the central basis of our work since FERI was founded. Our work in this area includes developing forecasts for all relevant economic indicators and placing monetary and fiscal policy decisions in the global context. The content and results of our investment research are an integral part of numerous FERI services and are also available to private and institutional investors on request.

Sustainability/SDG Office

Sustainability is not only a socio-political imperative. For FERI, it also includes a clear commitment to social co-responsibility as a financial services provider and thus to the development of investment solutions with long-term benefits. 
FERI promotes sustainability at many levels in order to make a targeted contribution to the further development and broadening of public awareness. 

Investment Solutions for Private Investors

We make strategies investable: working closely with our clients, we develop strategies for their portfolios. These are often investment solutions that are not available anywhere else in the market. Since we are convinced of the quality of these strategies, we make some of them available in suitable investment vehicles, such as retail mutual funds.

 

How to Find Us

Your Contact Person

Dr. Patrick Zenz-Spitzweg

Managing Director

Private Clients

FERI Trust GmbH

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Dr. Patrick Zenz-Spitzweg
Managing Director
Private Clients

T +49 (0) 6172 916-3171
patrick.zenz-spitzweg@feri.de

FERI Trust GmbH

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Dr. Patrick Zenz-Spitzweg
Managing Director
Private Clients

T +49 (0) 6172 916-3171
patrick.zenz-spitzweg@feri.de

FERI Trust GmbH

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