Feri Family Trust GmbH

Overview

FERI’s current operating company is FERI AG, based in Bad Homburg, Germany.² The firm describes itself as a multi asset investment manager for private and institutional investors.³ FERI states that its name has represented independent investment expertise since 1987.² Its team comprises around 280 people across eight locations in four countries.⁶

History

The predecessor FERI Trust Gesellschaft für Finanzplanung mbH was founded on 22 January 1991.¹ The filing records earlier names including FERI Trust Gesellschaft für Finanzplanung mbH, FERI Wealth Management GmbH and FERI Family Trust GmbH.¹ Shareholder resolution dated 12 August 2011 renamed FERI Family Trust GmbH as FERI Trust GmbH.¹ A 2023 company announcement states that FERI Trust GmbH was renamed FERI AG.⁷ The announcement describes FERI AG, FERI Luxembourg and Swiss subsidiaries as the core of the FERI Group.⁷

The filing describes the entity as a German financial services institution supervised by BaFin.¹

Timeline

1. 1987FERI states that its name has represented independent investment expertise since 1987.
2. 1991The predecessor FERI Trust Gesellschaft für Finanzplanung mbH was founded on 22 January 1991.
3. 2011Shareholder resolution dated 12 August 2011 renamed FERI Family Trust GmbH as FERI Trust GmbH.
4. 2023A 2023 company announcement states that FERI Trust GmbH was renamed FERI AG.

Leadership

FERI identifies Dr. Marcel V. Lähn as Chairman of the Management Board, CEO and CIO.³ Dr. Wolfgang Baums is Deputy CIO and Executive Managing Director of the Investment Office.³ Carsten Hermann is Executive Managing Director of Investment Management.³ The 2023 brand announcement names Marcel Renné as CEO, Dr. Marcel V. Lähn as CIO, Marcus Brunner as COO and Dr. Heinz Werner Rapp as head of the FERI Cognitive Finance Institute.⁷

Services

The filing lists Anlagevermittlung, Anlageberatung, Abschlussvermittlung, Finanzportfolioverwaltung and Anlageverwaltung among the company’s services under German banking law.¹ FERI lists institutional asset management, wealth management, investment research and FERI funds as business areas.³ Its research covers growth, inflation, interest rates, currencies, countries, industries, scenarios, asset allocation and portfolio optimization.³

FERI’s asset class capabilities include commodities and precious metals, private markets, digital assets, cash and currencies, equities, volatility, bonds, hedge funds and real estate.³ Its hedge fund investment process was established in 1999 and combines top down tactical allocation and macro research with bottom up manager selection.⁴ FERI says it offers offshore and UCITS compliant hedge fund strategies.⁴ Its volatility strategies team has eight experts and manages more than €3 billion in volatility strategy fund volume.⁵

What the firm offers

• Investment management
• Private and alternative investments
• Cross-border planning

Client focus

FERI says its private investor offering targets high net worth clients.³ It includes personalized multi asset strategies, regular strategy reviews, personalized reporting and dedicated contact partners.³ FERI states that it has supported institutional investors for more than 30 years with complex asset structures, independent research and customized multi asset portfolios.³

Investment philosophy and approach

The firm says its investment approach combines top down research with portfolio level implementation and can use up to nine asset classes.³ FERI says its investment process primarily acts for clients and delegates complex investment activities to external managers through funds, exchange traded funds or other vehicles.⁸ Its sustainability policy states that FERI is a signatory to the UN Principles for Responsible Investment and uses the Sustainable Development Goals as a strategic perspective for investment strategies.⁸

FAQs

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Sources

1. Fund prospectus , accessed 2026-10-23.
2. FERI home page , accessed 2026-10-23.
3. FERI asset management , accessed 2026-10-23.
4. FERI hedge funds , accessed 2026-10-23.
5. FERI volatility strategies , accessed 2026-10-23.
6. FERI team , accessed 2026-10-23.
7. FERI brand announcement , accessed 2026-10-23.
8. FERI Sustainability Policy , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.