Member detail

FERI Trust GmbHFERI Trust GmbH
 
Address:Rathausplatz 8-10
D-61348 Bad Homburg
 
Contact Person: Marcus Storr and Ahmet Peker
 
Phone:+49 6172 916 3714 and +49 6172 916 3062
 
Fax:+49 6172 916 1650
 
Mail:marcus.storr@feri.de and ahmet.peker@feri.de
 
Homepage:www.feri.de/
 
Head Office:Bad Homburg
 
Branch Office(s): Dusseldorf, Munich, Luxemburg, Vienna and Zurich
 
Year of incorporation:1987
 
Business in Germany since:1987
 
Managing Director/Board:Marcus Brunner, Marcus Burkert, Carsten Hermann, Andreas Kuschmann, Frank W. Straatmann
 
Description:FERI Trust GmbH is a subsidiary of the FERI Group.  

Founded in 1987 and headquartered in Bad Homburg, Germany, the FERI Group has developed into one of the leading investment houses in the German-speaking area. FERI offers tailor-made solutions for institutional investors, family assets and trusts in the following areas:
  • Investment research: macroeconomic forecasts and asset allocation analyses
  • Investment management: institutional asset management and private wealth management
  • Investment consulting: advisory service for institutional investors and family offices
The FERI Cognitive Finance Institute was formed in 2016. It is the strategic research centre and creative think tank of the FERI Group. The Institute focuses on innovative analyses and the development of methods for long-term oriented economic and capital market research.

In the area of asset/private wealth management FERI offers services from the development of customized investment strategies through to their realization as well as ongoing risk monitoring and controlling. Broadly diversified portfolio concepts systematically integrating alternative asset classes (Hedge Funds, Private Equity, Liquid Alternatives, Infrastructure) are characteristic in this process.

In the area of consulting FERI offers asset structuring concepts and asset controlling services  as well as the selection of asset managers. The independent and internationally renowned research of FERI forms the basis of all investment concepts.

The FERI Group currently has around 200 employees and assets of around EUR 34 billion under management (together with MLP; as of December 31st, 2017). A total of about EUR 7 billion of these assets are alternative investments. The FERI Group is headquartered in Bad Homburg and has offices in Dusseldorf, Luxembourg, Munich, Vienna and Zurich.
 
Assets:EUR 34 billion (per 31.12.2017)
 
Assets in AI:EUR 7 billion (per 31.12.2017)
 
Total number of employees:FERI Group: 200 (in the field of AI: 26)
 
Regional focus:DACH region (German-speaking Europe)
 
Target group:Private and institutional investors (in particular financial institutions, pension funds, insurance companies, corporates, church institutions, foundations).
 
Existing registrations at/since:FERI Trust GmbH is a BaFin regulated financial services company providing investment consulting, investment management, contract brokerage as well as financial portfolio management according to ยง 1 Abs. 1a Nrn. 1, 1a, 2,3 KWG. (1999)
 
BAI-Member since:2002
 
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