What Feri does

FERI (Schweiz) AG is a Zurich-based wealth management and investment advisory firm that serves wealthy private clients, family offices, and institutional investors across Switzerland. The company operates as the Swiss subsidiary of FERI AG (Bad Homburg, Germany), the broader FERI Group, and jointly manages approximately CHF 60 billion / EUR 65 billion in assets alongside its core strategic partner MLP, including EUR 18 billion in alternative investments. Its client base comprises more than 300 private investors and over 200 institutional clients, including pension funds, insurance companies, private banks, trusts, and foundations.

FERI's product platform is anchored by three proprietary investment concepts. The Sustainable Quality concept applies a Quality Investing framework combined with proprietary ESG scoring to identify financially resilient companies with sustainable business models. The Exponential Technologies concept offers thematic exposure to AI, IoT, 5G, autonomous driving, cybersecurity, smart factories, telemedicine, and VR, available as single-stock mandates or via the FS Exponential Technologies fund. The Symphonie fund family provides lower-minimum collective investment vehicles, complemented by the FERI Cognitive Finance Institute (research arm established 2016) and the FERI SDG-Office, a dedicated sustainability consulting framework aligned with UN Sustainable Development Goals.

The business model is fee-based, earning management fees on assets under management through individually negotiated discretionary mandates for private clients and customized investment solutions for institutional investors, alongside subscription fees for fund products. Distribution is exclusively through direct advisory relationships and qualified investor channels — no retail distribution — supported by content marketing through the FERI newsroom and thought leadership from the Cognitive Finance Institute. The firm has been FINMA-approved as an asset manager of collective investment schemes since 2007 and is compliant with FIDLEG and GDPR.

Name

Feri

Legal name

FERI (Schweiz) AG

Website

https://feri.ch

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

101–250 employees

Short description

FERI (Schweiz) AG is a Zurich-based wealth management firm serving 300+ private clients and 200+ institutional investors through discretionary asset management, proprietary Sustainable Quality and Exponential Technologies investment concepts, and alternative investment solutions.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Other Scientific and Technical Consulting Services (541690)

SIC

Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)

akta.pro secondary industries

ESG/Sustainable Investment Advisory (FSAEAAAJ), Sustainability & ESG Consulting (BPAHACAK)

Keywords

• Wealth management services
• Investment advisory
• Asset management
• Sustainable investing
• Family office services

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices8 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Discretionary Asset Management: Fees earned from managing individual client portfolios on a discretionary basis, with mandates tailored to client risk profiles, investment periods, and specific criteria. Revenue is derived from assets under management.
2. Investment Advisory Services: Advisory fees from providing strategic asset planning, implementation consulting, results controlling, risk management, and sustainability consulting services to private and institutional clients.
3. Fund Management: Management fees from proprietary fund solutions including Symphony fund family, Sustainable Quality fund, and FS Exponential Technologies fund approved for distribution in Switzerland.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

FERI (Schweiz) AG provides discretionary asset management, investment advisory, and proprietary fund solutions for high-net-worth private clients and institutional investors in Switzerland. Core offerings include customized portfolio mandates, the FERI Sustainable Quality equity strategy, an Exponential Technologies investment concept, family office advisory, and the Symphonie fund family, all supported by in-house research and SDG/ESG consulting.

Product overview

FERI (Schweiz) AG operates as a wealth management and investment advisory firm offering a comprehensive suite of services centered around its core investment management capabilities. The product portfolio includes customized asset management for private clients, institutional investment solutions, and specialized thematic investment approaches. Key offerings include FERI Sustainable Quality (quality equities with sustainability focus), Exponential Technologies (investing in AI, IoT, 5G, and emerging technologies), and the Symphonie fund family. The firm also provides family office services and SDG consulting through its dedicated FERI SDG-Office. All services are supported by proprietary research from the FERI Cognitive Finance Institute and the broader FERI Group's investment research capabilities.

Differentiator

Problem solved

Functional benefit

Brands

• FERI Sustainable Quality: Global quality equities investment concept with sustainability focus based on Quality Investing approach
• FS Exponential Technologies
• Symphonie Fondsfamilie

Products and services

• Customised Asset Management (Massgeschneiderte Vermögensverwaltung) Comprehensive, individual, transparent, and long-term discretionary asset management for discerning private clients, combining holistic investment strategies with individually selected investments and managers.
• FERI Sustainable Quality Global quality equities investment strategy with sustainability focus, identifying financially sound companies through targeted quality characteristics and FERI's proprietary sustainability scoring model. Available as individual mandate or fund.
• Exponential Technologies Investment concept focused on exponential technologies including AI, IoT, 5G, mobile robotics, autonomous driving, cybersecurity, smart factories, telemedicine, smart logistics, and VR. Available as individual single-stock mandates or the FS Exponential Technologies fund.
• Family Office Advisory (Family Office/Beratung) Comprehensive family office services for high-net-worth families including strategic asset planning, implementation consulting, results controlling, risk management, asset protection strategies, and sustainability consulting.
• Customised Investment Solutions (Massgeschneiderte Anlagelösungen) Tailored investment solutions and individual investment strategies for institutional clients, customized to risk profile, investment period, and specific investment criteria, including single securities portfolios and strategic asset allocation support.
• Sustainable Investment Solutions / SDG Consulting (Nachhaltige Investmentlösungen/SDG-Beratung) Advisory and investment services helping private and institutional clients implement sustainability concepts, develop ESG policy frameworks, and increase SDG compatibility across their investment portfolios.
• Symphonie Fund Family (Symphonie Fondsfamilie) Collective investment scheme family (funds) approved for distribution in Switzerland, reflecting FERI's long-term investment strategy combined with single-stock expertise and selected fund investments. Includes the FERI Sustainable Quality fund and FS Exponential Technologies fund, with lower minimum investment requirements than individual mandates.

Quantifiable outcome

• Assets under management: EUR 65 billion including EUR 18 billion in alternative investments
• +1 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• MLPcoreStrategic or Co-development PartnerMLP is a key strategic partner of FERI Group, jointly managing assets of over EUR 65 billion. The partnership enables FERI to leverage MLP's client base and distribution capabilities in the German-speaking wealth management market while MLP benefits from FERI's institutional investment expertise and research capabilities.
• FERI GroupcoreOthersFERI (Schweiz) AG operates as the Swiss subsidiary of FERI Group headquartered in Bad Homburg, Germany. The company leverages FERI Group's comprehensive research capabilities, investment management expertise, and institutional resources while maintaining local Swiss market focus.

Scale indicators4 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• Union Bancaire Privée (UBP): Swiss private bank with significant asset management capabilities and a strong sustainability/integration offering. Comparable in client segments, Swiss regulatory standing, and active management philosophy, with a more developed cross-border institutional franchise.
• LGT Group: Liechtenstein-based, family-owned private banking and asset management group with strong Swiss and DACH presence. Comparable in family-office heritage, private-client focus, sustainability integration, and long-term active management orientation, though materially larger.
• GAM Investments: Swiss active asset manager serving institutional and private clients with thematic and sustainable strategies. Comparable product set including sustainability-branded funds and active equity mandates, with overlapping institutional client base in Switzerland and the UK.
• DJE Kapital: Independent German asset manager providing active equity and multi-asset strategies to private and institutional clients, with a sustainability-branded fund range. Comparable in independence, DACH focus, active quality-equity orientation, and fund family distribution model.
• Metzler Asset Management: Family-owned German asset manager under the Metzler financial group, providing active equity, multi-asset, and sustainable strategies. Comparable in family-owned independence, DACH market focus, and long-tenured active management approach.
• Flossbach von Storch: Independent German asset manager with quality-equity focus and strong sustainability integration, serving both HNW private clients and institutional investors. Directly comparable in philosophy (Quality Investing with ESG overlay), German-market distribution, and multi-affiliate fund family model.
• Vontobel: Swiss-listed wealth and asset manager with strong sustainable investing capabilities and a multi-channel active management focus. Directly comparable to FERI in client mix (private and institutional), product set (discretionary mandates and funds), and Swiss-market positioning, with FERI being a meaningfully smaller private competitor.
• ETHENEA Independent Investors: Independent German-Luxembourg asset manager focused on active equity and multi-asset strategies for private and institutional clients. Closely comparable in independence stance, fund-led distribution, and DACH geographic focus, though smaller than FERI's group-level AUM.

Broad incumbents

• Lombard Odier: Swiss private bank with sustainability-themed investment offerings and a strong institutional asset management arm. Comparable in client mix and ESG leadership, but considerably larger and more internationally diversified than FERI's DACH-only footprint.
• Pictet Group: Large Swiss private bank and asset manager with significant wealth management and institutional asset management businesses. Overlaps with FERI in private client advisory, sustainability integration, and active management, but operates at substantially greater scale and geographic reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/FeriGruppe

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Feri