Feri

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.

FERI was founded in 1987 and has established itself as one of the leading specialists in multi-asset management in the German-speaking region. Since its creation, the company has distinguished itself through its independence and expertise in managing both traditional and alternative assets, with a focus on innovation, sustainability, and the responsible growth of its clients’ wealth.

Key milestones in its development include:

• 1987: Founding of FERI, with a clear focus on independent asset management.
• Development of the offering: FERI gradually expanded its range of activities to cover up to nine asset classes, including equities, bonds, real estate, hedge funds, private markets, commodities, currencies, digital assets, and volatility strategies.
• Product innovation: Since 2012, FERI has stood out for its volatility strategies, transformed into high-performing investment products for private and institutional clients, such as the OptoFlex, US EquityFlex, and EuroEquityFlex funds, which have received regular awards.
• Strategic partnerships: FERI has established major collaborations, notably with Goldman Sachs for the launch of innovative UCITS Hedge funds, and with the Werte-Stiftung to promote democratic values.
• Recognition and awards: The company has received numerous awards for the performance of its funds and its ESG commitment, including the status of “Trusted Wealth Manager” and distinctions for its OptoFlex and US EquityFlex funds.
• International expansion: FERI now has more than 250 employees across eight locations in four countries, strengthening its European presence.
• Sustainable commitment: The company places sustainability at the heart of its strategy, both in its investment processes and in its social and environmental responsibility.

FERI continues to innovate and adapt its strategies to meet market developments and the needs of its clients, while maintaining a strong commitment to quality and independence.

The FERI group was founded in 1987. The principal founder is Dr. Helmut Keber. Today, FERI is led by a management team including Axel D. Angermann (Chief Economist), Dr. Marcel V. Lähn (Chief Investment Officer), and Matthias Heisele (Managing Director). FERI is also supported by the investment fund MLP Group, which holds a majority stake in the company. The management team combines extensive expertise in asset management, investment consulting, and economic analysis.