Soft blue gradient with fluid, wave-like abstract shapes.

Sector

Consulting

Localization

Germany

Number of employees

201-500

Launch date

1987

Description

FERI's primary activity is asset management ("asset management") with a multi-asset approach, aimed at protecting and growing its clients' wealth through diversified and personalized investment strategies. FERI offers a comprehensive range of financial services and products, including:

  • Asset management : Investment in up to nine asset classes, including equities, bonds, private markets, real estate, hedge funds, volatility, cash and currencies, commodities and precious metals, as well as digital assets.
  • Investment advisory : Tailored support for institutional and private investors, with strategies adapted to their objectives.
  • Institutional consulting : Strategic advice for institutions on portfolio management and asset allocation.
  • Family Office : Comprehensive wealth management services for affluent families.
  • FERI funds : A range of investment funds, including funds specialized in volatility strategies (OptoFlex, US EquityFlex, EuroEquityFlex), recognized and awarded for their performance and risk management.

FERI primarily serves an institutional clientele (pension funds, insurance companies, foundations, etc.) and high-net-worth private investors, mainly in German-speaking countries but also internationally. The company emphasizes innovation, sustainability (ESG), and responsible wealth management.